AI Automation Analyst

About Penbrothers

Penbrothers is an HR & remote talent management partner and one of the fastest-growing companies in the Philippines. We provide talented Filipinos with global opportunities in high-growth startups and dynamic companies, from the comfort of their own homes.

About the Client

Our client is a global leader in expense intelligence, providing AI-powered solutions that simplify expense management, travel booking, accounts payable, and payments for organizations worldwide. Their platform helps finance teams reduce manual work and focus on strategic initiatives through capabilities such as real-time expense tracking, automated policy compliance, and streamlined financial workflows.

About the Role

The AI Automation Analyst will design, build, and scale AI-powered to drive efficiency, consistency, and enhanced customer experiences across the organization. This role will act as the central owner of automation initiatives, identifying high-impact use cases and translating them into production-ready workflows that augment Customer Success, Support, Renewals, Sales, and Operations teams.

The analyst will partner cross-functionally to operationalize AI capabilities, ensuring solutions are aligned with business goals such as productivity gains, CSAT improvements, revenue generation, and churn reduction. This role will also establish governance, best practices, and performance tracking for AI-driven automations.

What you'll Do

• Own and manage AI automation initiatives across the lifecycle, including support, onboarding, adoption, and renewals.
• Design, build, and deploy AI-based workflows, including:
• Automated customer intelligence (like Health Scores) generation.
• Automated orchestration of customer intelligence into business processes, like renewals, upsells, and cross-sells.
• Workflow automation for repetitive processes.
• AI-driven summarization.
• Automated Insight extraction from customer interactions.
• Identify and prioritize automation opportunities by analyzing workflows, volume drivers, and inefficiencies.
• Develop prompt engineering frameworks and reusable templates to ensure consistency, accuracy, and scalability of AI outputs.
• Collaborate with CX, Product, Renewals, Sales, Support, and Operations teams to integrate AI workflows into existing tools (e.g., CRM, support platforms, and communication tools).
• Establish quality assurance processes to validate AI outputs and ensure alignment with brand voice, compliance, and customer expectations.
• Monitor and optimize automation performance using key metrics (e.g., NRR, Retention Rate, and CSAT).
• Document workflows, use cases, and best practices to enable broader adoption across the organization.
• Act as a subject matter expert on AI capabilities within the organization, providing training and guidance to stakeholders.
• Ensure responsible AI usage, including data privacy, governance, and risk mitigation.

What You Bring

• At least 2 years of experience in AI, automation, analytics, or related roles.
• Bachelor’s degree in Business, Analytics, Computer Science, or related field.
• Strong analytical and systems thinking skills with the ability to translate business problems into automation solutions.
• Hands-on experience with AI workflow design.
• Familiarity with APIs, integrations, and automation tools (e.g., Zapier or similar).
• Excellent communication skills to explain AI capabilities and limitations to non-technical stakeholders.
• Ability to balance speed of execution with quality and governance.
• Strong organizational and documentation skills

Nice to Have

• Master’s degree in Analytics, AI/ML, or equivalent practical experience.
• Experience with LLMs, prompt engineering, and workflow automation tools.
• Certifications in AI, automation platforms, or data analytics tools.

Our Hiring Process & AI Disclaimer: We use AI tools to streamline our application process—including an initial conversation with an AI Interviewer. All hiring decisions are made entirely by humans: our Talent Acquisition team guides your full candidate journey and makes all evaluation decisions.

You are welcome to use AI for CV refinement and research, but real-time AI assistance during interviews or skill assessments is strictly prohibited to ensure an authentic evaluation.

Read our full AI Disclaimer to learn more

What You’ll Get

At Penbrothers, we are obsessed with creating positive employee experiences. Here you’ll find an environment that nurtures learning and provides opportunities for growth. You’ll have the opportunity to make an impact on fast-growing startups and dynamic companies.

· Meaningful work & Growth: We take every opportunity to stretch ourselves and deliver an excellent client experience.

· Employee as our biggest asset: We are genuinely invested in our people’s career and welfare.

· Global reach & local impact: Get to work with high-growth startups and dynamic companies from the comfort of your own home.

· Powering global startups: We’ve created 1,400 Filipino jobs that empower global start-ups to focus on growth.