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 buyers. Post-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 AI agent-based workflows and LLM-based tools is a plus.