Business Value Consultant

About Us Observe.AI is the AI Agents platform for customer experience, designed to help organizations deliver faster, smarter, and more efficient customer service at scale. The platform enables businesses to deploy specialized AI agents that autonomously execute work across the full CX lifecycle—from handling customer conversations to supporting frontline teams and optimizing operations. Each AI agent is purpose-built for a specific role, equipped to understand context, make decisions, take action, and continuously improve outcomes. This allows organizations to increase resolution speed, elevate service quality, and reduce operational costs while empowering your frontline team to focus on higher-value work. Built on a CX-native foundation, Observe.AI helps leading brands like DoorDash, Affordable Care, Signify Health, and Verida improve customer satisfaction, boost agent productivity, and deliver consistent, scalable performance across every customer interaction. Why Join Us The Business Value Consultant at Observe.AI sits at the intersection of pre-sales and customer success, owning the full customer lifecycle from value selling through value realization. This is a hybrid role designed for someone who thrives on both shaping enterprise deals on the front end and rolling up their sleeves to drive measurable ROI for customers post-sale. You will spend roughly 30% of your time partnering with sales on strategic enterprise opportunities and 70% of your time embedded with customers as a forward-deployed expert - translating product capabilities into quantifiable business outcomes, identifying optimization opportunities through data, and serving as a credible thought partner to senior stakeholders on the customer side. This is not a playbook-driven role. We are looking for someone who builds the playbook. What you’ll be doing Value Selling - Partner with AEs and Solutions Engineers on enterprise deals: run discovery, map pain points to product, and translate findings into business cases, dashboards, and ROI narratives that resonate with economic buyersPost-Sales Value Realization - Work alongside CSMs and Implementation Managers to drive adoption and retention through joint value sessions and standardized plays by industry and KPI. Design and deliver enablement on platform features, prompt engineering, reporting, and analytics workflows for internal teams and customers Applied Data Science & Modeling - Use Python and SQL, augmented by AI coding tools, to run modeling workflows (regression, classification, clustering, forecasting) on use cases like QA score uplift, AHT reduction, and churn risk. Apply statistical techniques on conversation, agent, and platform data to validate outcomes and surface data-backed recommendations KPI Monitoring, Reporting & QBRs - Track customer KPIs (QA, AHT, sentiment, escalation rates), own dashboards in Looker, Tableau, or Power BI, and produce QBR decks that quantify realized value at each milestone Scaling Workflows - Build repeatable templates for QBRs, impact reviews, and CS playbooks, and use AI agents to automate recurring analysis and grow a scalable insights knowledge base Note: Role requires ~ 20 - 25 % travel What you'll bring to the role 1 to 3 years of experience in analytics, data science, customer insights, value consulting, or customer success, ideally within a B2B or SaaS environment Technical fluency, AI-leveraged - You can read and direct Python (Pandas, scikit-learn, statsmodels) and SQL (Snowflake preferred) using AI coding tools (Cursor, Claude Code, Copilot) as your default workflow, with the rigor to validate, debug, and trust-but-verify output. Hands-on familiarity with statistical modeling, classification, clustering, forecasting, and hypothesis testing Experience building dashboards and visualizations in Looker, Tableau, or Power BI AI-native operator. AI is your default tool, not an occasional add-on. You use LLMs and agentic workflows to compress analysis cycles (EDA, modeling, dashboarding), draft customer-facing narratives, automate recurring tasks, and scaffold reusable templates. You stay current on the tooling landscape and actively look for where AI can replace manual work, for yourself, the team, and customers. Clear communicator who can turn model outputs into simple summaries for internal teams and customers Exposure to customer success KPIs, contact center operations, or Conversational AI is a plus Why You'll Love It Here Competitive compensation including equity: Market-aligned base pay, performance incentives, and meaningful equity ownership Excellent medical, dental, and vision insurance options: Comprehensive medical, dental and vision benefits for employees and eligible dependents Flexible Paid Time Off: Our unlimited, flexible PTO policy empowers you to take the time you need to recharge, maintain balance, and perform at your best. Additional Time to Recharge: 10 company holidays, an annual company-wide Winter Break, and paid parental leave to fully support life outside of work. 401(k) plan: Long-term financial planning support with tax-advantaged retirement savings Quarterly Lifestyle Spending Account: Flexible quarterly stipend to support wellness, learning and professional development, and personal growth Monthly Mobile + Internet Stipend : Support for remote and hybrid work connectivity needs Pre-tax Commuter Benefits: Tax-efficient transit and commuting support for hybrid and in-office employees Autonomy and Agency: Play a meaningful role in scaling a category-defining GenAI platform transforming the future of customer experience. Salary Range The base salary compensation range targeted for this full-time position is $115,000-$125,000 Range per annum. Compensation may vary outside of this range depending on a number of factors, including a candidate’s qualifications, skills, competencies and experience. Base pay is one part of the Total Package that is provided to compensate and recognize employees for their work, and this role may be eligible for additional discretionary bonuses/incentives and equity (in the form of options). This salary range is an estimate, and the actual salary may vary based on the Company’s compensation practices. Our Commitment to Inclusion and Belonging Observe.AI is an Equal Employment Opportunity employer that proudly pursues and hires a diverse workforce. Observe AI does not make hiring or employment decisions on the basis of race, color, religion or religious belief, ethnic or national origin, nationality, sex, gender, gender identity, sexual orientation, disability, age, military or veteran status, or any other basis protected by applicable local, state, or federal laws or prohibited by Company policy. Observe.AI also strives for a healthy and safe workplace and strictly prohibits harassment of any kind. We welcome all people. We celebrate diversity of all kinds and are committed to creating an inclusive culture built on a foundation of respect for all individuals. We seek to hire, develop, and retain talented people from all backgrounds. Individuals from non-traditional backgrounds, historically marginalized or underrepresented groups are strongly encouraged to apply. If you are ambitious, make an impact wherever you go, and you're ready to shape the future of Observe.AI, we encourage you to apply. For more information, visit www.observe.ai . #LI- Remote