Caity Neighbor

Resume

Caity Neighbor

Portland, OR

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Experience
Jun 2026 – Present
No-code workflow automation platform

Automation Strategist

Advise enterprise customers on their automation strategy, discovering high-value use cases and co-designing scalable orchestration that turns business problems into measurable value.

Automation strategyOrchestrationExecutive alignmentValue discovery
Aug 2025 – Apr 2026
Enterprise AI document-processing platform

Senior Solutions Architect

Led end-to-end document-processing implementations with Human-in-the-Loop workflows, validation rules, and exception frameworks for high-confidence processing at scale.

Solution architectureHuman-in-the-LoopValidation logicException frameworks
Related workSynthetic Invoice Generation
Oct 2024 – Aug 2025
Customer-experience feedback platform

Technical Project Consultant (Contract)

Technical lead for complex platform configurations and data-mapping on product-gap enterprise accounts; built Excel-based transformation models and drove root-cause fixes for high-churn-risk clients.

Platform configurationData mapping & transformationRoot-cause analysisTechnical enablement
Related workThe Storyteller EngineThree Systems, One Contact Record
Nov 2020 – Oct 2024
Customer-experience feedback platform

Customer Success

Grew from Strategic CSM to Team Lead, Manager, and APAC Lead across four years, relocating to Auckland to stand up the region and onboard its first local hire. Owned team KPIs and coaching, implemented the Customer Success platform, and partnered across Product, Marketing, and Engineering to optimize onboarding.

Team leadership & coachingStrategic enterprise accountsCS platform implementationRetention & KPI ownershipAPAC market expansion
Related workThe Hidden Join
Dec 2019 – Nov 2020
Accounts-payable automation software

Customer Success Manager

Technical and strategic partner for a $2M ARR enterprise portfolio in AP automation; helped stand up a nascent Customer Success organization and ran process analysis to optimize invoice workflows.

AP automationProcess analysisEnterprise CS$2M ARR
Related workThe System Was Working
Jan 2019 – Dec 2019
Point-of-sale platform for cannabis retailers

Customer Success Manager, Emerging Markets

Trusted advisor across 130 accounts in five highly regulated markets, consulting on compliance and traceability and configuring solutions for stringent, evolving requirements.

ComplianceRegulated marketsSolution configuration
Capabilities

Systems & Workflow Design

  • Workflow architecture
  • System design
  • Decisioning systems
  • Event-driven design

Automation & Orchestration

  • Process automation (low-code / no-code)
  • Orchestration design
  • Webhooks & integration patterns
  • API fluency

AI-Native Building

  • Agentic development (Claude Code, sub-agents)
  • MCP & tool orchestration
  • Intelligent document processing (IDP)
  • Prompt & context design

Human-in-the-Loop & Observability

  • Human-in-the-Loop design
  • Validation & exception frameworks
  • System observability
  • Audit trails & state logging

Data & Logic

  • Data modeling
  • Decision & constraint logic
  • Root-cause analysis
  • SQL

Implementation & Hands-On

  • Technical discovery & scoping
  • SaaS implementation
  • AI-partnered scripting (Apps Script, Python, JS)
  • Advanced Google Sheets

A downloadable copy is available on request.