CXO Senior AI Automation Specialist

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Innovate with purpose At BILL, we believe in empowering the businesses that drive our economy. By replacing outdated financial processes with innovative tools, we help businesses-from startups to established brands-make smarter decisions and gain control of their operations. And we don't stop there: we're creating the future of financial automation so businesses can spend more time on what matters. Working here means you become part of a vision-driven team that's ready to tackle challenges and build cutting-edge solutions. We value purpose, drive, and curiosity-and we thrive in a fast-paced, ever-changing environment. Whether in one of our offices in San Jose, CA, Draper, UT, or in a remote-eligible role, BILLders collaborate to deliver real impact for businesses that need more time in their busy weeks. BILL builds high performing teams and we seek to hire the best talent for every role. We're committed to building a workplace that fosters inclusion and diverse perspectives, valuing each person's unique skills and experiences. We'd love to hear from you-you might be just what we're looking for, whether in this role or another. ✨ Let's give businesses more time for what matters. Make your impact within a growing Fintech Company Customer Experience Operations at BILL handles 60K+ customer contacts per month across chat, phone, and email. We support SMB, mid-market, and enterprise customers with a mix of internal and BPO teams across four countries. We're standing up a new team inside CXO focused on building agentic AI systems that automate manual work, catch things before they fall through cracks, and give leaders visibility into their operations. The work isn't new. We've been building AI tools and delivering value ad hoc, but now it's our mandate. This is a founding team. You'd be shaping the architecture, the workflows, and the culture from the ground up. There's existing work to build on, but no inherited playbook to follow. You'll work directly with CARE leaders, QA, Advocacy, and WFM to identify what to automate and validate that it's working. In this role, you will: Automate repetitive operational workflows: CES reporting, QA transcript analysis, knowledge article maintenance, SOP-driven case workflows. Deploy standardized automations across Slack and Salesforce at scale. Flag stalled handoffs, aged cases, SLA breach risks, and duplicate cases before they become problems. Review DevRev/Cresta transcripts to ensure bots are behaving as expected. Give leaders self-serve access to data and insights. Deliver automated weekly/monthly business intelligence on cadence (site health, volume, SLA, CES). Detect escalation patterns and repeat contacts that nobody is connecting the dots on. Build memory architecture: bots that look at staffing, feedback, transcripts, and agent work together at scale. Know what happened last week and what's coming next. You will also: Connect and deploy orchestration layers (MCP, custom connectors) to automate CX business workflows and productize internal tools Measure operational reliability and system accuracy to ensure business metrics are being achieved: contacts deflected, cost avoided, hours saved. Design escalation patterns so the system knows when to surface to a human. Partner with the data team on structured data layers that keep AI outputs trustworthy. Productize what works so it scales across the org. We'd love to chat if you have: Bonus points if you also have: Experience with Salesforce integrations or CX/support tooling (DevRev, Cresta, knowledge management systems) Data modeling or analytics background (dbt, Redshift, Trino) Experience building tools for non-technical end users Visa Sponsorship: Please note that this position is not eligible for visa sponsorship. Applicants must have authorization to work in the United States without requiring visa sponsorship now or in the future. The estimated salary range for this role is noted below for our San Jose based role. Our ranges for each role and job level are based on a variety of factors including candidate experience, expertise, and geographic location and may vary from the amounts listed above. The role is also eligible for a competitive benefits package that includes: medical, dental, vision, life and disability insurance, 401(k) retirement plan, flexible spending & health savings account, paid holidays, paid time off, and other company benefits. San Jose pay range $114,400 - $142,500 USD The estimated base salary range for this role is noted below for our office location in Draper, UT. Additionally, this role is eligible to participate in BILL's bonus and equity plan. Our ranges for each role and job level are based on a variety of factors including candidate experience, expertise, and geographic location and may vary from the amounts listed above. The role is also eligible for a competitive benefits package that includes: medical, dental, vision, life and disability insurance, 401(k) retir

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