Workflow Automation & Client Success Manager

About the Role

We're hiring a Workflow Automation & Client Success Manager — someone who can think strategically, speak clearly with clients, and design automation- and AI-powered solutions that our internal teams can execute on.

This is a cross-functional, no-code-savvy role that bridges Sales discovery, AI solution design, and DevOps handoff. You’ll help us scope what’s possible, structure how it should work, and document it clearly for delivery.

You do not need to be a coder, but you should be confident in designing intelligent systems using tools like Make.com, Zapier, GPT (OpenAI), Airtable, Notion, and similar platforms.

Key Responsibilities

Strategy & Discovery

• Join Sales calls or review client requirements to understand workflows, pain points, and goals
• Run client discovery sessions and translate vague problems into clear requirements
• Ask smart questions and propose potential AI/automation-based solutions
• Identify opportunities to automate manual workflows or streamline delivery systems

Solution Design & Documentation

• Create solution architecture docs or flowcharts using tools like Whimsical, Notion, or FigJam
• Design automation flows using Zapier, Make.com, or structured prompts (GPT/OpenAI)
• Write solution briefs, task outlines, and handoff documents for the technical team
• Collaborate with Tier 2 Engineers and DevOps on feasibility and system design

Delivery Oversight (Light Touch)

• Ensure solutions are executed as scoped
• Clarify requirements during build, answer blockers, and suggest fixes when needed
• Join launch calls or client onboarding to reinforce delivery quality
• Help improve handoff flow between Sales → Solutions → Execution

What We Offer

• Fully remote role (must be PH-based, async-first culture)
• Full-time: $1,200–$1,500/month
• Opportunity to work closely with automation experts, devs, and global clients
• Training and mentorship in AI tools, process strategy, and automation platforms
  Clear growth path into full product strategy or operations architecture role
• Minimal meetings – high autonomy, deep focus culture

Requirements

What We're Looking For

• 3+ years of experience in client strategy, technical project management, or workflow design
• Strong understanding of automation and AI tools (Make.com, Zapier, Airtable, OpenAI/GPT, Notion)
• Excellent written and spoken English
• Comfortable translating business goals into workflow logic
• Strong process mindset and ability to organize messy inputs
• Bonus: Has created SOPs, solution architecture, or product requirements in a past role
• Bonus: Experience in SaaS, consulting, or agency operations