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Business Value Consultant

Remote · USA Full-time New today

Observe.AI is an AI Agents platform for customer experience, helping organizations improve customer service efficiency. The Business Value Consultant role involves value selling and post-sales value realization, partnering with sales and customers to drive measurable ROI and optimize customer outcomes through data-driven insights.

Responsibilities

  • 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

Skills

  • 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

Benefits

  • 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

Company Overview

  • Observe.AI builds AI Agents for Customer Service It was founded in 2017, and is headquartered in Redwood City, California, USA, with a workforce of 201-500 employees. Its website is https://observe.ai.
  • Company H1B Sponsorship

  • Observe.AI has a track record of offering H1B sponsorships, with 1 in 2025, 2 in 2024, 1 in 2022, 2 in 2021. Please note that this does not guarantee sponsorship for this specific role.
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