• Build and deploy AI-powered agents that call, text, and email leads on behalf of clients • Create and optimize workflow automations using platforms such as n8n, Make, or similar tools • Integrate AI systems with CRMs like HubSpot, Zoho, Salesforce, and GoHighLevel using APIs and webhooks • Design prompts and conversational flows that make AI interactions feel human and sales-focused • Troubleshoot automation issues, debug workflows, and improve system performance • Handle client onboarding and support requests directly • Collaborate closely with the founder on new automation strategies and feature improvements • Analyze workflow performance and continuously optimize AI behavior and conversion rates • Maintain documentation for automations, integrations, and client implementations

• Modernize the automation portfolio by delivering new and enhanced workflows using Microsoft Power Platform (Power Automate Cloud, Power Automate Desktop where needed) and supported Azure services as appropriate • Partner with business stakeholders to understand processes and identify migration priorities • Assess existing automation use cases end-to-end (triggers, dependencies, data sources, credentials, SLAs) and translate them into Power Platform solution designs that improve reliability, observability, and maintainability • Partner with cross-functional teams (operations, IT, development, security, business owners) to validate requirements, define acceptance criteria, and ensure automations meet business and compliance needs • Establish and maintain delivery standards for automation artifacts, including solution packaging, environment strategy (Dev/Test/Prod), release approvals, and documentation • Implement version control for all automation artifacts using Git with proper branching strategies • Participate in the peer review process to ensure changes meet standards prior to release • Develop RPA workflows using Power Automate Desktop (attended) and Power Automate Cloud flows (unattended), applying structured logic, error handling, and reusable components • Implement workflow logic using expressions and data transformations (Power Fx, JSON parsing, string/date manipulation, validation rules) • Build and maintain API-based integrations using HTTP/REST actions (OAuth/API keys where applicable), including robust handling of timeouts, throttling, and error responses • Create supporting scripts/utilities as needed (e.g., PowerShell) to enable unattended execution and handle file/system tasks related to automation • Manage solution dependencies, connection references, and environment variables across deployments • Implement a repeatable deployment process for Power Platform solutions (Dev/Test/Prod promotion, release checklist, smoke tests, rollback steps), using available tools (Power Platform pipelines and/or Azure DevOps as appropriate) • Implement a phased rollout approach for new Microsoft-based workflows, including parallel validation, controlled cutovers, and post-release stabilization as required • Architect solutions for high-frequency unattended work (every 30 minutes, hourly, daily) with automatic recovery and retry logic • Implement document processing automation with OCR capabilities for extraction from PDFs, scanned images, and forms • Integrate with Microsoft 365 (SharePoint, Teams, Outlook, Excel), Azure services, SQL databases, and third-party APIs • Provision, configure, and maintain the automation execution environment (Windows automation host/VM including PAD prerequisites, browser versions, automation dependencies, and scheduled task health; IT Support owns OS patching, network, and firewall changes) • Manage service accounts/permissions required for unattended runs in coordination with IT/security; maintain connection references and credential rotation procedures • Ensure proper handling of secrets, API keys, and connection credentials — never hardcoded, always vaulted • Ensure sensitive data is handled using platform-native security controls and organizational standards • Stabilize and operationalize existing automations (runbooks, alerts, failure triage) while delivering new Power Automate workflows • Implement monitoring and alerting using Power Automate run history + Teams/email; integrate with existing monitoring when available • Configure proactive alerts for failures, performance degradation, and anomalies with appropriate escalation paths • Maintain operations runbooks for incident response, troubleshooting procedures, and known issue workarounds • Provide production support and continuous improvements for business-critical automations, including failure triage, stakeholder communication, and coordination of escalations with IT/security/vendors as needed; provide support during business hours and coordinate after-hours response for critical workflows per IT policy • Conduct root cause analysis (RCA) for production incidents and implement preventive measures • Ensure adequate logging/audit trails to support troubleshooting and compliance requirements • Maintain audit logs for automation activities as supported by the platform and organizational policy • Build exception handling with intelligent retry logic, exponential backoff, and clear escalation/disable rules for repeatedly failing runs • Analyze automation metrics to identify optimization opportunities and capacity planning needs • Implement continuous improvement cycles based on operational data and user feedback • Create comprehensive technical documentation: solution architecture, process design documents, deployment guides, and operational runbooks • Provide training and support to end users on migrated automation processes • Participate in architecture reviews and knowledge sharing sessions with the broader IT team.

• Designs, builds, and deploys AI-powered automation workflows for clinical and administrative use cases. • Integrates machine learning models into RPA platforms and enterprise systems. • Develops APIs and microservices to support automation pipelines. • Leverages Agent-to-Agent (A2A) protocols to enable secure communication between AI agents. • Ensures solutions meet scalability, performance, and compliance requirements. • Provides technical guidance to junior engineers and automation developers. • Conducts code reviews and enforces best practices in automation development.

• Designs and documents process automations that adhere to the principles of a well architected automation framework. • Collaborates with key business stakeholders on process automation, translating that into technical solutions across multiple automation technologies. • Creates and maintains automation architecture documentation including architectural diagrams, PDD, SDD, and runbooks. • Manages and maintains the automation environment including robots and the platform technologies associated. • Participates in full Software Development Lifecycle (SDLC). • Conducts automation code reviews to ensure USAP governance and standards are being followed. • Works directly with the Enterprise Architect and Senior Automation Developer to ensure that overall enterprise architecture governance and guidance is being followed at the automation development level. • Maintains knowledge and awareness on technology trends and advancements helping ensure that USAP automation development stays competitive and secure. • Other duties as assigned by management.