GTM AI Specialist
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Key skills for this role
About the Role
About Us Sokin is a next-generation B2B financial services provider, enabling businesses to make and receive global payments with greater speed, lower cost, and total transparency.
Key Skills for This Role
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About Us
- Sokin is a next-generation B2B financial services provider, enabling businesses to make and receive global payments with greater speed, lower cost, and total transparency.
- Our mission is simple: we’re simplifying global business, so businesses thrive wherever they choose to grow.
- We deliver services across:
- Global payments and receivables
• Foreign Exchange (FX)
- Treasury management
- Finance reconciliations
- We are rapidly expanding, with established presence in EMEA, APAC, and North America.
- Backed by a strong global infrastructure and industry-leading partners, we are redefining how businesses move money worldwide.
- Our clients span industries from sports and entertainment to logistics and travel, and our community is growing fast.
- As we continue to scale, we’re building a team of exceptional people who share our ambition to transform the future of global payments.
Key Responsibilities
- GTM AI discovery and problem framing
- Establish and run a structured intake process for AI use cases across Marketing, Sales, and Customer Success.
- Drive cross-functional alignment on what is being built, why, and when; facilitate quarterly planning and ongoing stakeholder updates.
- Proactively identify opportunities where AI can meaningfully improve GTM performance across lead nurturing, prospecting, outreach, account management, renewals, and expansion.
- Lead structured discovery with Marketing, Sales, and Customer Success teams to understand pain points, workflows, and opportunities for AI leverage.
- Execution ownership of AI workflow initiatives
- Coordinate delivery from discovery and validation through launch, iteration, and ongoing support.
- Translate strategy and priorities into concrete requirements, workflows, and implementation plans.
- Partner with technical teams and tools to implement AI workflows directly or coordinate their delivery, including automation logic, triggers, and integrations.
- Serve as the primary day-to-day owner of AI workflows once live, ensuring they function as intended and continue to improve over time.
- Own documentation, release notes, change management, and operational readiness for AI-enabled workflows.
- Adoption, enablement, and change management
- Ensure AI workflows are operationally ready before launch, including documentation, enablement materials, and rollout plans.
- Partner with GTM Enablement and Ops teams to train users and embed AI workflows into daily processes.
- Gather feedback from frontline users and translate it into concrete improvements.
- Drive adoption of AI workflows across GTM teams through enablement programs, training sessions, playbooks, and job aids.
- Monitor usage and adoption metrics; identify friction points and continuously improve workflow design and rollout.
- Governance, risk, and responsible AI use
- Establish and maintain governance for GTM AI usage, including standards, approval paths, human-in-the-loop processes, and escalation procedures.
- Partner with Legal, Security, IT, and Data teams to ensure compliance with internal policies and external regulations.
- Maintain a centralised repository of AI workflows, standards, guidelines, and best practices.
- Flag risks, inconsistencies, or unintended outcomes early and work with leadership to address them.
- Measurement, insights, and continuous improvement
- Align on success metrics for GTM AI workflows (e.g., productivity gains, conversion lift, response rates, time saved, pipeline impact).
- Build and maintain dashboards and executive-level reporting on AI adoption and business outcomes.
- Use insights to inform roadmap adjustments and continuous optimization.
- Tooling and vendor evaluation (as needed)
- Identify when new AI tools or platforms are required to support GTM objectives.
- Lead evaluation, selection, and rollout of vendors in partnership with IT, Procurement, and Legal.
What This Role Is Not
- Not an AI engineer, data scientist, or automation builder role.
- Not responsible for model development or core technical implementation.
- Not a standalone enablement role, this position owns the full operational lifecycle of GTM AI.
Required Qualifications
- 3-5 years of experience in any of these areas, GTM Operations, Sales Ops, Marketing Ops, CS Ops, or Program Management in a B2B SaaS or technology environment.
- Proven experience leading cross-functional operational initiatives from intake and prioritisation through delivery, adoption, and measurement.
- Strong understanding of the end-to-end GTM customer lifecycle and associated metrics.
- Working knowledge of generative AI concepts, risks, and best practices sufficient to manage requirements, governance, and stakeholder expectations.
- Strong analytical skills with experience defining KPIs, building dashboards, and tying initiatives to business outcomes.
- Excellent communication and stakeholder management skills, with the ability to translate between business and technical teams.
Preferred Qualifications
- Experience operationalising new technologies at scale, including governance, enablement, and change management.
- Familiarity with common GTM systems (e.g., Zoho, Salesforce, HubSpot, Marketo, Outreach/Salesloft, Gainsight, Gong, Zendesk).
- Experience working with Data, Engineering, or Product teams to operationalise workflows.
- Exposure to vendor evaluation and procurement processes.
What Success Looks Like
- GTM teams clearly understand when and how to use AI in their workflows.
- AI initiatives are prioritised, governed, and delivered with minimal friction.
- Adoption is high and sustained across GTM functions.
- Leadership has clear visibility into AI impact on productivity, pipeline, and customer outcomes.
- AI workflows continuously improve and scale responsibly across the customer lifecycle.
- GTM AI initiatives move from idea to production smoothly and predictably.
- AI workflows in Zoho CRM and connected systems are reliable, adopted, and continuously improving.
- GTM teams trust AI-enabled workflows because they solve real problems and fit naturally into their day-to-day work.
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