AI Workflow – Customer Intelligence & Expansion System

Overview We’re looking for an experienced AI engineer or AI systems builder to help us design and build an internal intelligence layer that turns fragmented customer data into actionable growth opportunities. Right now, customer insights live across multiple disconnected systems — CRM notes, product usage data, emails, support tickets, and spreadsheets. While the data exists, it is not structured in a way that helps us proactively identify expansion opportunities, churn risks, or account-level next steps. We want to build an AI-driven system that continuously synthesizes this information and helps our team understand: * What is happening inside each account * Where expansion or upsell opportunities exist * Which accounts are at risk and why * What the next best action should be for each customer ⸻ What You’ll Build You will design and implement an AI system that can: * Ingest structured and unstructured data (CRM, emails, notes, product signals) * Build dynamic “account intelligence profiles” for each customer * Identify patterns across accounts (usage drops, feature gaps, expansion signals) * Generate clear, human-readable account summaries * Recommend next-best-actions for sales, customer success, or leadership * Surface expansion opportunities based on behavioral and contextual signals * Flag risk signals early with supporting reasoning ⸻ Ideal Output For each account, the system should be able to generate: * A concise account narrative (“what’s going on here”) * Key signals and anomalies * Expansion opportunities (with rationale) * Risk factors (churn or stagnation indicators) * Suggested actions for the team this week * Confidence level and supporting evidence ⸻ Why This Matters We are sitting on a large amount of customer data, but most of it is passive. The goal is to turn it into an active intelligence system that helps our team: * Prioritize the right accounts * Increase expansion revenue * Reduce churn risk * Spend time on the highest-impact opportunities This becomes a core internal system that directly impacts revenue efficiency and customer outcomes. ⸻ Ideal Candidate We’re looking for someone with experience in: * LLM-based systems and agentic workflows * Data pipelines and multi-source data ingestion * Prompt engineering + structured reasoning systems * CRM systems (Salesforce, HubSpot, etc.) * Customer analytics / product analytics * Building internal AI tools or copilots * Backend + API integration work Bonus if you’ve worked on: * RevOps tooling * Customer success platforms * Data enrichment or account intelligence systems * SaaS growth analytics ⸻ Deliverables * System architecture for AI customer intelligence layer * Data ingestion and normalization approach * Prompting / reasoning framework for account analysis * Prototype system (or working MVP) * Output format for account intelligence reports * Documentation for internal expansion and scaling * Recommendations for tooling (build vs buy decisions) ⸻ Engagement This starts as a project-based build, but could expand into a long-term role as we scale the system across our entire customer base and additional workflows. ⸻ To Apply Please include: * Examples of AI systems or agentic workflows you’ve built * Experience integrating LLMs with real business data * Your recommended architecture for a system like this * Any clarifying questions you’d want answered before starting