AI Operations Lead, Workiva

• Undergraduate degree or equivalent combination of education and experience in a related field
• 8+ years of progressive experience in business operations, technology program management, customer operations (CS/Services/Support), or digital transformation
• Travel Requirements & Working Conditions:
• Minimal travel for customer and internal meetings
• Reliable internet access for any period of time working remotely and not in a Workiva office

Desirable

• The AI Operations Lead, CPX serves as the strategic thought leader for Artificial Intelligence (AI) integration across CPX systems and processes
• In this advanced individual contributor role, you will partner extensively with CPX Leadership and Business Technology to optimize our growing tech stack, operationalize metrics and deployment of high-value AI use cases, oversee technology spend, and build scalable solutions that evolve how our teams operate
• Direct AI enablement across CPX, transitioning from hands-on tactical execution to scalable, department-wide strategic leadership
• Own and maintain a comprehensive catalogue of AI use cases across CPX functions (Professional Services, Customer Success, Support), serving as the critical link to turn team ideas into standard operational workflows
• Define and continuously improve processes for the internal utilization of generative AI, autonomous agents, and machine-assisted development workflows
• Consult with CPX functions—including Professional Services, Customer Success, and Support—to identify, prioritize, and formalize intake workflows for a continuous pipeline of agentic solutions
• Partner directly with Business Technology and InfoSec to ensure secure-by-default practices, compliance, adoption, and lifecycle management of AI tooling
• Own responsibility for managing CPX AI technology spend, monitoring ROI, tracking financial benchmarks, and implementing measurement frameworks to quantify cost metrics against output volume
• Drive the definition of success in highly ambiguous spaces, utilizing a structured 30-60-90 day roadmap to establish empirical baselines, execute controlled pilots, and scale delivery
• Identify and document shadow or undocumented workflows across CPX functions to develop AI-augmented standards that drive successful sub-functional outcomes
• Provide mentorship, technical oversight, and strategic direction to distributed AI Champions and cross-functional project teams without formal administrative people management responsibilities
• Operate as an advanced individual contributor to standardize processes for enablement, deployment, tool assessment, and prototyping AI solutions