Develop and embed an internal AI operations roadmap
Identify high-impact automation opportunities across functions
Prioritise initiatives based on measurable ROI and margin impact
Set and track performance metrics for each AI deployment
Design and deploy AI-enabled workflows across:
Salesforce (CRM automation, data hygiene, workflow optimisation)
Zendesk (ticket summarisation, tagging, routing, AI triage)
HubSpot (marketing automation and lifecycle workflows)
Zuora (billing process efficiencies and reporting automation)
Thrive LMS (content optimisation and tagging)
ThoughtSpot (data surfacing and operational insight triggers)
Build automation pipelines using tools such as:
n8n
Empromptu
Zapier / Make
OpenAI / Anthropic APIs
Webhooks and API integrations
Leverage ASG’s Mission Control data platform to identify bottlenecks and inefficiencies
Create event-triggered automation workflows
Develop predictive operational insights
Build AI-enabled reporting summaries for leadership
Establish AI governance frameworks and data security standards
Ensure GDPR-compliant deployment
Develop internal AI playbooks
Drive adoption and training across departments

Proven project management experience implementing AI-driven workflow automation in a SaaS environment
Strong experience with CRM and marketing systems (Salesforce and HubSpot preferred)
Experience with Zendesk or similar support platforms
Strong API integration capability
Experience using automation tools
Proficiency in Python and SQL
Experience working with LLM APIs and prompt engineering
Understanding of RAG pipelines and vector databases (desirable)
Experience operating in B2B SaaS
Strong understanding of SaaS metrics (MRR, churn, NRR, GRR)
Demonstrated ability to deliver measurable ROI from automation initiatives
Strong cross-functional stakeholder management
Builder mindset
High agency and accountability
Structured and analytical
Commercially sharp
Outcome-focused

AI Operations Consultant

Key skills