**Role & seniority: ** AI Automation Engineer (Sales workflow); senior individual contributor (no explicit level stated)

**Stack/tools: ** Claude; AI automation/workflow tools (unspecified); integrations with email, CRM, customer support platforms, forms, databases; documentation/runbooks

**Top 3 responsibilities: **

Design/build end-to-end AI automation workflows integrating AI with sales and operational systems (email, CRM, support, forms, databases)
Create intelligent agents for intake/assignment, email triage, form processing, and reporting
Partner with operational leaders to map workflows, prioritize automation opportunities, and train/enable teams post-deployment
Must-have skills:
- Building custom AI automations with Claude (or similar LLM workflow development)
- Systems/integration thinking across email/CRM/support/form/database tools
- Translating real-world messy processes into reliable, scalable automation
- Compliance/security mindset for HIPAA and healthcare data privacy
Nice-to-haves:
- Experience with regulated healthcare or HIPAA-oriented workflow design
- Strong documentation/runbook creation and stakeholder training/enablement
- Prior work on sales workflow automation and triage/reporting pipelines
Location & work type: Remote with travel up to ~50% (text later notes ~25%); occasional office visits; may include overnight travel; on-site support with leaders/teams during implementation

Full Description

Position: AI Automation Engineer with Sales workflow

Location: Remote + Travel (upto 50% travel and occasional office visit)

Key Responsibilities AI Workflow Development & Implementation · Design and build custom AI automation workflows using Claude and related tools · Create end-to-end systems that integrate AI with email, CRM, customer support platforms, forms, databases, and internal operations · Develop intelligent agents and automations that handle patient intake, assignment workflows, email triage, form processing, and reporting

Stakeholder Engagement & Process Optimization · Partner with operational leaders to map workflows, identify pain points, and prioritize automation opportunities · Translate complex, messy real-world processes into reliable, scalable AI systems · Embed with teams during implementation to understand workflows firsthand and iterate based on feedback Deployment & Team Enablement · Train teams on new AI workflows and provide ongoing support for adoption · Create documentation and runbooks for teams to manage and optimize their AI automations

Compliance, Security & Governance · Build safeguards and review layers into AI workflows, especially for sensitive or regulated operations · Ensure all automations comply with HIPAA, data privacy, and healthcare regulations

Travel to support other business leaders’ AI automation workflows is expected to be approximately 25%, including overnight travel as required.