Customer AI Transformation Lead - EZLynx

Posted An Hour Ago
Be an Early Applicant
2 Locations
Remote or Hybrid
140K-180K Annually
Senior level
Cloud • Insurance • Payments • Software • Business Intelligence • App development • Big Data Analytics
Creating the best products with the best people in insurance technology!
The Role
Lead design and deployment of AI agents and automation across customer delivery, defining ROI and performance metrics, building RAG/LLM solutions, creating an AI playbook for CX teams, and partnering with Product and Engineering to drive adoption and quality in implementations.
Summary Generated by Built In
Job Description
Amazing Career Moments Happen Here
Transforming the insurance industry is ambitious, we know. That's why at EZLynx, a division of Applied, we are committed to transforming every facet of agency life by providing the most innovative solutions to improve how independent insurance agents work every day. We are the Real-Time Rating pioneers in our industry, and we are looking for out-of-the-box thinkers and innovative solution seekers to join our team.
Position Overview
We're searching for a Customer AI Transformation Lead to join our Adoption Services Leadership team in a hybrid location from either our Dallas or Chicago office. To keep us headed in the right direction, we're looking for people who understand winning is a team sport, who value and seek to learn from our team's diverse experiences and backgrounds, who welcome a challenge and take risks in the pursuit of creating better outcomes for our customers, and who can, at any given time, step back to laugh and have some fun.
What You'll Do
  • Agentic Strategy & Deployment: Design and oversee the development of "AI Agents" (agentic workers) to handle repetitive tasks within Data Migration, Project Management, and Implementation.
  • AI ROI & Performance Analytics: Define and track efficiency metrics, build ROI models for AI investments, and present business cases to CX and executive leadership
  • Lifecycle Automation: Analyze the end-to-end delivery journey to identify friction points. Build AI solutions to automate documentation, risk identification in customer health, and data mapping.
  • Enablement & Adoption: Create the "AI Playbook" for the Customer Experience team. Ensure Trainers, Onboarding Specialists, Customer Success Managers, and Support Reps are not just using AI, but are proficient in leveraging it to provide higher-value strategic consulting.
  • Quality & Speed Optimization: Utilize LLMs and RAG (Retrieval-Augmented Generation) to provide real-time guidance to delivery teams, ensuring a "gold standard" of implementation regardless of the consultant's tenure.
  • Cross-Functional Collaboration: Partner with Product and Engineering to ensure the internal AI tools for Customer Experience align with the broader Applied Systems product roadmap.

We're Excited to Learn More About You
Your experience may include:
  • A rare blend of Customer Experience operational excellence and a deep understanding of AI/LLM capabilities.
  • Familiarity with the AI landscape (Prompt Engineering, Agentic Frameworks like LangChain/AutoGPT, and RAG architectures). You don't need to be a developer, but you must speak "Engineer."
  • Proven ability to lead teams through digital transformation. People are often wary of automation; you need to sell the "augmentation" story.
  • Experience in Six Sigma, Lean, or specialized PS frameworks (like TSIA) is a major plus.
  • Experience in InsurTech or complex SaaS migrations is highly preferred

We know that talent comes from all backgrounds and experience levels. We encourage military members and their spouses as well as candidates without a degree or a background in tech to apply!
When You Join Team Applied, You Can Expect:
A culture that values who you are and recognizes that you aren't just an employee; you are a teammate, and you matter. We thrive on the benefits of our different experiences and celebrate the uniqueness our teammates bring to work with them every day.
We flex our time together, collaborating remotely and in-person to empower our teams to work in the ways that work best for them.
A comprehensive benefits and compensation package that centers our teammates and helps them to bring their best to work every day:
  • Medical, Dental, and Vision Coverage
  • Holiday and Vacation Time
  • Health & Wellness Days
  • A Bonus Day for Your Birthday

Learn more about the people behind our products at https://www1.appliedsystems.com/en-us/about-us/jobs/
Our targeted starting base salary in the United States for this position ranges from $140k - $180k USD. To determine a new team member's starting pay, we consider a variety of factors, including someone's depth, breadth, and variety of experience, skills, and responsibilities. Depending on the role, team members may also be eligible to participate in additional compensation plans such as bonus and commission.
Your Security Matters:
Our candidates' personal information and online safety are top of mind for us. At Applied, we proactively protect your personal information and only communicate with candidates via a secure @appliedsystems.com email or through our official careers portal. Recruiters will never request payments, ask for financial account information or sensitive information like social security numbers.
AI Utilization
We leverage AI tools to streamline parts of our recruitment workflow (such as resume parsing and interview scheduling). However, candidate screening, interviews, and final decisions are conducted by real humans.
EEO Statement
Applied Systems is proud to be an Equal Employment Opportunity Employer. Diversity and Inclusion is a business imperative and is a part of building our brand and reputation. At Applied, we don't discriminate, and we are committed to recruit, develop, retain, and promote regardless of race, religion, color, national origin, sexual orientation, gender identity, disability, age, veteran status, and other protected status as required by applicable law.
#LI-Hybrid
#LI-US

Skills Required

  • Deep experience with LLMs and Retrieval-Augmented Generation (RAG) architectures
  • Familiarity with agentic frameworks such as LangChain and AutoGPT
  • Prompt engineering expertise
  • Customer Experience operational leadership (onboarding, implementation, delivery)
  • Proven ability to lead digital transformation and drive AI adoption
  • Ability to design and oversee development of AI agents to automate delivery tasks
  • Ability to define and track AI ROI, build performance analytics and present business cases
  • Ability to collaborate cross-functionally with Product and Engineering and 'speak engineer'
  • Experience in Six Sigma, Lean, or TSIA frameworks
  • Experience in InsurTech or complex SaaS migrations

What the Team is Saying

Daragh Borelan

Applied Systems Compensation & Benefits Highlights

  • Leave & Time Off Breadth Benefits begin on day one and include vacation, sick time, holidays, a birthday day, volunteer time, and paid parental leave. The variety of PTO types provides multiple avenues to take time away as needed.
  • Healthcare Strength Medical, dental, vision, and mental health coverage start on the first day, complemented by wellness incentives and FSA options. Immediate eligibility and broad core coverage are consistently emphasized.
  • Retirement Support A traditional/Roth 401(k) with employer match is offered alongside employer‑paid life, AD&D, and short/long‑term disability. Access to financial advisory support further reinforces the financial security stack.

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The Company
HQ: Chicago, IL
3,040 Employees
Year Founded: 1983

What We Do

Transforming the insurance industry is ambitious, we know. That’s why at Applied, we’re building a team that shows up every day ready to learn, willing to try new things, and driven to deliver innovative software and services that make us indispensable to our customers – all within a culture built on values that make us indispensable to each other, too. At Applied, we have a mission and a vision that guide us, values that anchor us, and a determination to achieve that propels us forward. We push the boundaries of innovation to solve the biggest challenges in insurance – helping us earn the title of indispensable partner from our customers. Our teammates show up as they are, creating an authentic environment that fosters collaboration, curiosity and connections – and one that doesn’t waste time on the unnecessary confines of corporate bureaucracy or hierarchy. No matter the role or title, you have a voice at the table, space to work hard and achieve, and unending opportunities to be a great teammate.

Why Work With Us

Our commitment to you is simple: when you bring your best, we promise you a place where amazing career moments are made possible.

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About our Teams

Applied Systems Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

At Applied, we trust that our people will achieve the outcomes and deliver high-impact results to our customers, in whatever way - hybrid, in-person, or remote - that works best for them.

Typical time on-site: Flexible
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HQFulton Market
Atlanta
Adelaide Exchange
Applied Systems India Headquarters
Applied Systems UK Headquarters
Dublin
Galway Technology Centre
EZLynx
Lincoln
Montréal, Quebec
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Applied Systems Canada Headquarters
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