Lead, Customer Intelligence Strategy

What You'll Do

Avalara is scaling an AI-first operating model designed to predict customer needs, reduce systemic friction, protect Gross Revenue Retention (GRR), and lower Cost to Serve (CTS).

Customer signals exist across Voice of Customer systems, predictive analytics, operational data, and enterprise reporting tools. What does not yet exist is a unified, designed intelligence engine that integrates these inputs into a scalable, durable platform. We intend CX360 to be that engine.

Without a clearly defined vision, prioritized use cases, and structured requirements, CX360 risks becoming a reporting layer instead of a strategic enterprise capability. Fragmented feature development, unclear ownership, and reactive enhancement cycles would limit its long-term value.

Lead, Customer Intelligence Strategy exists to define, architect, and stand up CX360 as Avalara's enterprise customer intelligence engine.

You will develop the strategic roadmap, defines use cases, determines requirements, and sequences capabilities to ensure CX360 is built deliberately, aligned to enterprise needs, and scalable over time.

You will do not own enterprise prioritization standards or financial validation frameworks. The engine designer designs the engine to support them.

How You will Improve Avalara:

Business Elevation

• Establish CX360 as a durable, enterprise-grade intelligence engine rather than a fragmented reporting tool.
• Align platform capability to long-term retention visibility, lifecycle intelligence, and cost reduction needs.
• Improve roadmap discipline by defining structured use cases and sequenced capability development.
• Prevent redundant platform investments by enforcing architectural clarity.

Customer Elevation

• Ensure earlier visibility into lifecycle friction and renewal risk.
• Ensure customer insights are surfaced in structured, usable formats.
• Reduce the risk of disconnected tools that obscure the full customer picture.

Organizational Elevation

• Provide a unified capability roadmap for customer intelligence infrastructure.
• Align Product, Engineering, Data, and Customer Experience partners to a shared system vision.
• Establish disciplined business requirement standards before capability build.
• Raise platform design from feature delivery to engine architecture.
• A Bar Raiser in this role leaves CX360 architected for scale, clarity, and long-term enterprise value.

What Your Responsibilities Will Be

Responsibilities (Enterprise Platform Strategy Ownership)

Define the CX360 Strategic Vision

• Establish the long-term vision and capability roadmap for CX360.
• Define the enterprise use cases CX360 must support, including renewal risk visibility, lifecycle intelligence, and operational performance drivers.
• Translate business strategy into structured platform capability requirements.
• Ensure the CX360 roadmap meets enterprise Customer Intelligence standards and future decision needs.

Authority: Strategic owner of CX360 vision and capability roadmap.

Oversee Use Case & Business Requirement Definition

• Define high-value CX360 use cases tied to measurable retention and efficiency goals.
• Translate use cases into structured, sequenced requirements.
• Align partners across Product, Engineering, Data, and Customer Experience on capability priorities.
• Ensure requirements are complete before development sequencing begins.

Authority: Final decision authority on CX360 use case prioritization and business requirement clarity.

Lead Platform Architecture Understanding

• Define how CX360 integrates analytics outputs, Voice of Customer inputs, and operational signals into a unified engine.
• Ensure capability design supports scalability, extensibility, and governed intelligence standards.
• Identify architectural dependencies and sequencing risks.
• Prevent feature fragmentation by enforcing platform coherence.

Authority: Strategic understanding owner for CX360 architecture direction.

Create Strategic Roadmap & Investment Clarity

• Establish phased capability build with care for enterprise.
• Present roadmap sequencing, tradeoffs, and investment possible effects to executive partners.
• Ensure CX360 roadmap supports long-term intelligence goals rather than short-term feature requests.

Authority: Owns roadmap sequencing and capability prioritization within CX360.

AI & Capability Design Leadership

• Define how you embed artificial intelligence capabilities within CX360 architecture.
• Design predictive indicators, classification logic, and automation pathways intentionally.
• Partner with analytics teams to ensure model outputs are platform-ready.
• Ensure AI capabilities within CX360 are governed, explainable, and scalable.

Authority: Strategic design owner for AI capability within CX360.


What You'll Need to be Successful

Required Qualifications

• B.S. in related field.
• 8+ years of experience leading enterprise platform projects or strategic program delivery in SaaS environments.
• Demonstrated experience defining use cases and requirements for analytics-driven systems.
• Experience shaping multi-phase strategic roadmaps.
• Experience aligning Product, Engineering, Data, and team members around platform architecture.
• Experience integrating artificial intelligence capabilities into enterprise systems.
• Demonstrated VP-level partners on strategic sequencing and investment decisions.

Bar Raiser Expectations

We are hiring a Bar Raiser - someone who elevates the performance, standards, and strategic clarity of the teams they work with. This role is expected to strengthen how enterprise platforms are defined and delivered by improving decision quality, roadmap discipline, and cross-functional alignment.

A successful candidate will:

• Raise the quality of platform thinking by introducing structured, scalable approaches to use case definition and capability design
• Improve decision-making rigor by ensuring tradeoffs are clearly defined, data-informed, and aligned to long-term enterprise value
• Elevate cross-functional alignment across Product, Engineering, Data, and Customer Experience through clear frameworks and shared understanding
• Increase organizational capability by establishing repeatable standards for business requirements and platform development
• Prevent fragmentation and redundancy by enforcing architectural clarity and disciplined roadmap sequencing
• Challenge assumptions constructively and introduce better approaches to platform design and investment prioritization
• Leave CX360 and the surrounding organization measurably stronger, improving both execution quality and long-term scalability

AI Expectations (AI Bar Raiser Standard)

We are hiring an AI Bar Raiser - someone who brings deep, applied AI expertise and uses it to meaningfully improve how customer intelligence platforms are designed and operated. This role is expected to elevate how AI is applied across the organization, driving measurable improvements in decision clarity, predictive capability, and platform scalability.

• Avalara is an AI-first company. This role must embed AI capability deliberately into platform design.
• This role:
• Define where AI improves intelligence scale and usability within CX360.
• Designs predictive models and classification systems into the architecture.
• Partner to deploy AI responsibly and securely.
• Ensure AI-enabled features improve decision clarity and system scalability.
• AI usage must improve structural capability, not just surface-level automation.

12-Month Success Signals

Within 12 months:

• Documented CX360 strategic roadmap aligned to enterprise Customer Intelligence goals.
• Defined and approved priority use cases translated into structured requirements.
• Platform architecture validated across Product, Engineering, and Data partners.
• First phases of CX360 capability delivered aligned to defined use cases.
• Reduction in ad hoc intelligence reporting outside of CX360.
• Executive alignment on multi-phase capability sequencing.

Beyond 12 months:

• CX360 recognized as the enterprise-standard intelligence engine.
• Platform capabilities expand in sequenced phases tied to measurable business use cases.
• Clear integration between analytics outputs and platform experience.
• Reduced duplication across customer intelligence tooling.

Avalara is an AI-first Company

AI is embedded in our workflows, decision-making, and products. Success here requires embracing AI as an essential capability.

• You'll bring experience using AI and AI-related technologies, ready to thrive here.
• You'll apply AI every day to business challenges - improving efficiency, contributing solutions, and driving results for your team, our company, and our customers.
• You'll grow with AI by staying curious about new trends and best practices, and by sharing what you learn so others can benefit too.

How We'll Take Care of You

Total Rewards


In addition to a great compensation package, paid time off, and paid parental leave, many Avalara employees are eligible for bonuses.


Health & Wellness
Benefits vary by location but generally include private medical, life, and disability insurance.


Inclusive culture and diversity
Avalara strongly supports diversity, equity, and inclusion, and is committed to integrating them into our business practices and our organizational culture. We also have a total of 8 employee-run resource groups, each with senior leadership and exec sponsorship.


What You Need To Know About Avalara

We're defining the relationship between tax and tech.

We've already built an industry-leading cloud compliance platform, processing over 54 billion customer API calls and over 6.6 million tax returns a year. Our growth is real - we're a billion dollar business - and we're not slowing down until we've achieved our mission - to be part of every transaction in the world.

We're bright, innovative, and disruptive, like the orange we love to wear. It captures our quirky spirit and optimistic mindset. It shows off the culture we've designed, that empowers our people to win. We've been different from day one. Join us, and your career will be too.

We're An Equal Opportunity Employer

Supporting diversity and inclusion is a cornerstone of our company - we don't want people to fit into our culture, but to enrich it. All qualified candidates will receive consideration for employment without regard to race, color, creed, religion, age, gender, national orientation, disability, sexual orientation, US Veteran status, or any other factor protected by law. If you require any reasonable adjustments during the recruitment process, please let us know.