Job Description:
We are seeking a talented Automation & AI Agent Specialist to join our partner organization and lead the design, development, and deployment of intelligent automation solutions. In this role, you will work across internal operations and client-facing projects to streamline workflows, integrate business systems, and build AI-powered agents that drive efficiency, scalability, and business impact. This is an exciting opportunity to work with cutting-edge AI platforms, shape automation strategy from the ground up, and deliver innovative solutions that transform how teams operate.
Key Responsibilities
Internal Automation
- Analyze and document workflows. Partner with operations, sales, HR, and support teams to map existing processes and identify opportunities for automation.
- Prioritize for impact. Assess manual tasks by frequency and friction, and develop a roadmap that delivers high-value improvements quickly.
- Design and deliver automations. Build, test, and maintain workflows using platforms such as n8n and Zapier, integrating the systems the organization already relies on (CRM, email, databases, and internal tools).
- Integrate systems. Connect disparate platforms to enable seamless, automated data flow across the business.
- Develop scoring and decision logic. Implement rule-based scoring, routing, and decision frameworks, including lead scoring, prioritization, and automated alerts.
- Optimize continuously. Refine and improve existing workflows to maximize speed, reliability, and accuracy.
AI Agents & Client Solutions
- Build AI agents. Design and deploy agents on platforms such as Claude and OpenAI, for both internal use and client-facing products.
- Deliver end-to-end client solutions. Work directly with clients to understand their workflows and build complete automation and agent solutions tailored to their needs.
- Develop research engines. Create AI-powered research and intelligence systems using tools such as Claude, OpenAI, and ZoomInfo to surface insights at scale.
- Enrich account intelligence. Apply data enrichment to provide clients with deeper, more actionable intelligence on their accounts and prospects.
- Own initiatives end-to-end. Take full ownership of automation and AI projects from discovery and design through deployment, documentation, and ongoing iteration.
- Document and enable. Produce clear documentation so internal teams and clients can confidently rely on the systems you deliver.
Who We're Looking For:
- Product-minded. You adopt new tools and platforms quickly and have a strong intuition for how systems connect.
- Experienced in automation. You have built and integrated real workflows using n8n, Zapier, or comparable no-code/low-code platforms.
- Fluent with AI platforms. You have built or are eager to build agents and research workflows on Claude, OpenAI, and similar tools.
- Operationally focused. You think in terms of process, efficiency, and outcomes. Comfort with light scripting, APIs, or webhooks is a plus, but not the core of the role.
- A skilled problem-solver. You can engage with any team or client, understand their processes in depth, and identify clear opportunities to automate.
- Self-directed. You proactively identify opportunities for improvement rather than waiting for direction.
Requirements
- Proven, 3-5 years of hands-on experience building automations with n8n, Zapier, or comparable no-code/low-code tools.
- Experience building AI agents or research workflows on Claude, OpenAI, or similar platforms.
- Demonstrated ability to integrate multiple platforms and automate workflows across systems.
- Strong process-mapping and operational analysis skills.
- Experience designing rule-based logic, such as scoring or routing systems.
- Excellent communication skills, with the ability to engage both internal teams and clients and explain solutions clearly.
- A portfolio of relevant work demonstrating automations, agents, or workflows you have delivered end-to-end.
Preferred Qualifications
- Familiarity with APIs, webhooks, and basic data transformation.
- Experience with data enrichment and intelligence tools such as ZoomInfo.
- Background in a RevOps, SalesOps, or broader operations environment.
- Exposure to CRMs, sales and marketing platforms, or other tools common in revenue operations.
