Customer Success Automation Workflow Specialist

Regnology; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

Regnology is recruiting for a Customer Success–embedded systems specialist in the United States. You will design scalable support workflows, automation, and integrations to improve efficiency, reduce manual work, and enable AI-driven processes.

You will partner with Customer Success leadership and IT teams to implement Jira Service Management, Power BI-based triggers, and API integrations. The role emphasizes data-driven decisions, cross-team collaboration, and continual process improvement.

Qualifications

• 2+ years of experience in areas such as support operations, business systems, workflow automation, service management, or similar.
• Hands-on experience with workflow automation and Jira Service Management.
• Good understanding of SLAs, including how SLA logic, priorities, statuses, and escalations interact within support workflows.
• Good understanding of ITIL concepts, especially incident, request, and change management.
• Comfortable working with AI tools and able to recognize where AI can add value within operational processes.
• Ability to work with data from Power BI, APIs, exports, or system databases and use that data within automations or workflow logic.
• Strong analytical and problem-solving skills.
• Ability to translate relatively vague business requirements into practical cross-team solutions.
• Strong stakeholder management and collaboration skills.
• Bonus: experience with scripting, low-code tools, APIs, webhooks, Power Automate, or similar integration technologies.
• Familiarity with AI concepts and its potential application in a business environment

Responsibilities

• Partner with Customer Success leadership to understand operational needs and translate them into scalable system solutions.
• Design and improve workflows for ticket management, alerts, escalations, SLA tracking and handling, and collaboration between teams.
• Identify where AI can meaningfully support or automate parts of a workflow, and help implement practical AI-supported solutions.
• Use AI tools confidently for analysis, workflow design, automation, documentation, and operational improvements.
• Own and continuously improve tools such as Jira Service Management and Microsoft 365.
• Use data from tools such as Power BI as an input for automation, triggers, monitoring, and operational workflows rather than as a reporting-only function.
• Identify opportunities to reduce manual work through workflow automation, system integrations, AI, and data-driven triggers.
• Collaborate with IT and technical teams on solution architecture, integrations and APIs, data flows, governance, and system dependencies.
• Lead or support system integrations and migrations.
• Document tooling, workflows, automation logic, and system configurations.
• Continuously identify opportunities to simplify and improve the CS/support operating model.

Job description

At Regnology our greatest asset is our people. We value diversity and foster an inclusive environment that supports learning, safety, and growth. By investing in our team, listening to customers, and encouraging creativity, we drive continuous innovation and improvement.
We offer a flexible, innovative environment where your ideas matter and your career can thrive.
Regnology is a global leader in regulatory reporting, helping financial institutions, regulators, and tax authorities improve data quality, efficiency, and cost savings. Our mission: to safeguard financial markets through smarter, future-ready solutions.

What you’ll do

This is a Customer Success–embedded systems role focused on designing scalable support workflows, automation, tooling, AI-enabled process improvements, and integrations.

Key Responsibilities

• Partner with Customer Success leadership to understand operational needs and translate them into scalable system solutions.
• Design and improve workflows for ticket management, alerts, escalations, SLA tracking and handling, and collaboration between teams.
• Identify where AI can meaningfully support or automate parts of a workflow, and help implement practical AI-supported solutions.
• Use AI tools confidently for analysis, workflow design, automation, documentation, and operational improvements.
• Own and continuously improve tools such as Jira Service Management and Microsoft 365.
• Use data from tools such as Power BI as an input for automation, triggers, monitoring, and operational workflows rather than as a reporting-only function.
• Identify opportunities to reduce manual work through workflow automation, system integrations, AI, and data-driven triggers.
• Collaborate with IT and technical teams on solution architecture, integrations and APIs, data flows, governance, and system dependencies.
• Lead or support system integrations and migrations.
• Document tooling, workflows, automation logic, and system configurations.
• Continuously identify opportunities to simplify and improve the CS/support operating model.

Why we should decide on you

• 2+ years of experience in areas such as support operations, business systems, workflow automation, service management, or similar.
• Hands-on experience with workflow automation and Jira Service Management.
• Good understanding of SLAs, including how SLA logic, priorities, statuses, and escalations interact within support workflows.
• Good understanding of ITIL concepts, especially incident, request, and change management.
• Comfortable working with AI tools and able to recognize where AI can add value within operational processes.
• Ability to work with data from tools such as Power BI, APIs, exports, or system databases and use that data within automations or workflow logic.
• Strong analytical and problem-solving skills.
• Ability to translate relatively vague business requirements into practical cross-team solutions.
• Strong stakeholder management and collaboration skills.
• Bonus: experience with scripting, low-code tools, APIs, webhooks, Power Automate, or similar integration technologies.
• Familiarity with AI concepts and its potential application in a business environment

Why you should decide on us

• Market Leadership: Join a global leader where our agile culture and innovative spirit allow you to shape the future of financial stability.
• International Scope: Take ownership of high-profile international projects and benefit from our global internal mobility initiatives.
• Growth & Mentorship: Access a wide range of our technical and functional training opportunities.
• Culture of Inclusion: We foster a supportive, transparent atmosphere with frequent team events and a commitment to diversity.

To get a first impression, we only need your CV and look forward to meeting you in a (personal/virtual) interview!

Recognizing the benefits of working in diverse teams, we are committed to equal employment opportunities regardless of gender, age, nationality, ethnic or social origin, disability, and sexual identity.