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Ai and automation analyst

Warrington
Oliver James
Analyst
Posted: 8 January
Offer description

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.

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