Workflow Automation Engineer

About Us

We’re a U.S.-based company in the financial services space, building a strong technology foundation to support growth and efficiency across our operations. We’re looking for someone who thrives at the intersection of IT, systems design, and automation — someone who can help us build, connect, and maintain the tools that keep our business running smoothly.

About the Role

You’ll take ownership of our technology infrastructure — from systems setup to automation and troubleshooting. This is a hands-on technical role for someone who enjoys solving problems, streamlining workflows, and ensuring everything “just works.”

You’ll work closely with leadership and internal teams to design and manage the tools that power our business — including Zoho , Karbon , Stanford Tax , and Juno Tax — and ensure data flows seamlessly across platforms.

While the focus of this role is on systems and automation, we’d love to find someone who also understands how technology connects to the web — with experience or interest in SEO, website performance, or digital analytics considered a strong plus.

What You’ll Do

• Manage and optimize Zoho One applications (CRM, Projects, Analytics, etc.)
• Build and maintain API integrations between core tools (Zoho, Karbon, tax platforms, etc.)
• Create and maintain automations and workflows to improve team efficiency
• Provide IT support and troubleshooting for system or connectivity issues
• Collaborate on system upgrades, permissions, and performance optimization
• Document and train team members on best practices and new tools
• Contribute to ongoing efforts to build a scalable, connected tech ecosystem that supports both operations and digital presence

What We’re Looking For