AI Automation Engineer

This role is open to candidates based in LATAM, Africa, and Eastern Europe. Please note that as this role supports U.S.-based clients, candidates must be available to work during U.S. business hours aligned with the client’s time zone.

The AI Automation Engineer will design, build, deploy, and maintain AI-powered internal tools that automate research, buyer evaluation, briefing preparation, and other business workflows.

The ideal candidate has a strong coding foundation and proven experience building functional AI applications using Claude Code, ChatGPT/Codex, or similar agentic development environments.

Experience

• Proven experience building AI-enabled applications, workflow automations, internal tools, or agentic systems beyond basic chatbot implementations.
• Strong hands-on experience using Claude Code, ChatGPT/Codex, or similar AI coding environments to develop and improve working applications.
• Solid software development experience using Python, JavaScript/TypeScript, or a comparable programming language.
• Experience working with LLM APIs, structured outputs, prompt orchestration, and AI workflow design.
• Experience developing APIs, integrations, data pipelines, and database-backed applications.
• Experience integrating third-party SaaS platforms using APIs, webhooks, and automated workflows.
• Experience independently executing technical projects while collaborating with non-technical stakeholders.
• Ability to demonstrate previous AI implementations, including architecture, technical decisions, tradeoffs, and measurable outcomes.
• Experience handling sensitive, confidential, or business-critical information.

Skills

• Strong ability to use AI-assisted coding environments while independently evaluating, troubleshooting, and maintaining generated code.
• Ability to translate business problems into technical requirements, implementation plans, and functional applications.
• Strong understanding of AI workflow architecture, LLM integration, structured outputs, and prompt orchestration.
• Ability to develop and maintain APIs, database-backed applications, and automated data pipelines.
• Ability to integrate third-party platforms through APIs, webhooks, and workflow automations.
• Ability to recommend suitable AI models, development technologies, data architectures, and deployment approaches.
• Experience developing testing procedures, validating integrations, and troubleshooting technical issues.
• Ability to implement human-review processes for AI-generated outputs.
• Strong understanding of data security, confidentiality, and access permissions.
• Ability to develop intuitive internal tools for non-technical users.
• Ability to communicate technical decisions and implementation tradeoffs to business stakeholders.
• Ability to independently manage development responsibilities while adapting to evolving requirements.

• Experience with OpenAI, Anthropic/Claude, LangChain, LlamaIndex, n8n, Make, Zapier, Supabase, PostgreSQL, AWS, GCP, or similar technologies.
• Experience with call-transcript analysis, scoring models, structured reporting, or human-review workflows.
• Experience building internal CRM, research, sales-operations, or data-enrichment tools.
• Experience working in financial services, professional services, M&A, legal, or other industries handling confidential client information.
• Experience developing custom dashboards or lightweight internal web applications.
• Experience working with data-enrichment platforms, public-data sources, and company or contact research workflows.

Our client is a B2B advisory business that works with confidential client, buyer, and transaction-related information. The company is looking to develop internal AI-powered tools and automations to improve research, buyer evaluation, internal briefings, and operational workflows.

Fully Remote | 9:00 AM – 5:00 PM EST

• Design, build, test, deploy, and maintain AI-powered internal applications, automations, and workflow integrations.
• Translate business use cases into technical specifications and implementation plans in collaboration with leadership.
• Recommend technical approaches, identify implementation considerations, and refine solutions as requirements evolve.
• Use Claude Code, ChatGPT/Codex, and similar agentic development environments to build, troubleshoot, and improve applications.
• Evaluate and recommend AI models, development tools, and implementation approaches based on business requirements.

• Develop workflows that combine client and listing information, market data, and structured research to identify potential buyers and strategic acquirers.
• Build systems that generate structured target lists for internal review and verification.
• Create AI-assisted buyer evaluation workflows using call transcripts, buyer information, internal scoring criteria, and leadership input.
• Develop automated processes for generating buyer scorecards, deal-team briefings, and seller-facing buyer summaries.
• Incorporate human-in-the-loop review processes to ensure AI-generated outputs are verified before external use.

• Integrate internal tools with Fireflies, Streak CRM, Google Workspace, internal documents, APIs, and other approved platforms.
• Build and maintain APIs, databases, data pipelines, and backend systems supporting AI-powered workflows.
• Develop user-facing internal applications with intuitive interfaces that support adoption by non-technical users.
• Recommend appropriate development stacks, data architectures, AI models, and deployment approaches.
• Maintain reliable data exchange between connected applications and internal workflows.

• Develop test plans based on technical specifications and business requirements.
• Validate AI workflows, applications, and integrations through end-to-end testing.
• Identify and troubleshoot technical issues, workflow failures, and edge cases.
• Ensure internal tools function reliably before deployment and team adoption.
• Maintain existing applications and improve functionality as business requirements evolve.

• Apply appropriate data security, access permissions, and confidentiality standards when handling sensitive business information.
• Collaborate with leadership to understand operational challenges and identify opportunities for AI automation.
• Communicate technical recommendations, implementation tradeoffs, progress, and requirements to non-technical stakeholders.
• Document technical decisions, workflows, maintenance requirements, and future development priorities.

• Streak CRM: CRM and workflow management within Gmail.
• Google Workspace: Gmail, Google Sheets, Google Docs, and Google Drive.
• Fireflies: Call recording and transcript generation.
• ChatGPT and other AI tools: Internal research, drafting, and analysis.

The AI Automation Engineer will help determine the appropriate development stack, data architecture, AI models, and deployment approach as the internal automation roadmap evolves.

• Develop a clear understanding of existing research, buyer-evaluation, and briefing workflows.
• Identify required data sources, integrations, security considerations, and technical dependencies.
• Present a practical AI automation roadmap outlining recommended architecture and implementation priorities.
• Begin developing an initial prototype or integration for the highest-priority business use case.

The AI Automation Engineer will have the opportunity to build internal AI-powered applications and automations that directly improve research, buyer evaluation, and operational processes within a B2B advisory business.

• Fill in the application form
• Record a video showcasing your skill sets