AI and Automation Analyst

Our client, a high-growth Fintech organisation, is seeking an AI & Automation Analyst to reimagine and optimise sales processes across B2B and B2C channels. This role is ideal for someone who blends sales process expertise with a passion for AI and automation, and who can point to real-world examples of innovation and measurable results.

The Role

As AI & Automation Analyst, you will be responsible for analysing, designing, and deploying AI- and automation-led improvements across the sales lifecycle – from lead generation and qualification, to customer engagement, conversion, and aftercare. You’ll partner with commercial leaders to identify opportunities, deliver solutions, and evidence ROI.

Key Responsibilities

• Map, analyse, and challenge current B2B and B2C sales processes to uncover areas for AI and automation.
• Design and implement AI-driven solutions that enhance customer engagement, conversion, and retention.
• Deploy workflow automation to remove friction and manual effort across sales operations.
• Partner with sales and marketing stakeholders to drive adoption and embed new ways of working.
• Build business cases that demonstrate tangible benefits (conversion uplift, sales velocity, efficiency).
• Stay abreast of emerging AI and automation tools, identifying those most relevant to B2B and B2C sales environments.

About You

• Proven experience in both B2B and B2C sales operations or enablement, with demonstrable impact using AI and automation.
• Track record of identifying, designing, and delivering technology-led improvements to sales processes.
• Strong analytical and problem-solving skills, with the ability to link business challenges to technology solutions.
• Comfortable working with CRM and sales platforms (Salesforce, HubSpot, Dynamics, or equivalents), alongside AI and workflow automation tools (e.g., UiPath, Power Automate, Einstein, ChatGPT/LLMs).
• Commercially minded, able to evidence measurable impact on efficiency, conversion, or customer outcomes.
• Excellent communication and stakeholder engagement skills across technical and non-technical audiences.

Why Apply?

• Shape the way AI and automation transform sales across both B2B and B2C markets.
• Deliver tangible results in a fast-moving, innovative environment.
• Join a forward-thinking organisation committed to continuous improvement.