AI Workflow Architect

Role Summary

• 🚀 High-Performance Job Post (AI Workflow Architect)
• Title: AI Workflow Architect (Automation + Systems Builder)
• Location: Remote (U.S. preferred) | Based in Texas (Dallas/Houston a plus)
• Type: Contract → Full-Time (for the right person)
• ⸻

We’re building a next-generation AI-powered insurance and real estate platform that automates underwriting, quoting, servicing, and portfolio management.

This is not a “plug ChatGPT into Zapier” role.

We are looking for someone who can design and build intelligent workflow systems that replace manual operations and scale across thousands of assets, policies, and transactions.

If you think in systems, obsess over efficiency, and have built real automations that people rely on daily, keep reading.

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Send

• 2–3 examples of automation systems you’ve built (Loom or walkthrough preferred)
• A brief explanation of:
• The problem

Your solution

• The measurable impact

Optional (but highly valued)

• What workflow in insurance or real estate you would automate first and why
• ⸻
• 🧭 Why This Role Matters

We’re building infrastructure that will redefine how insurance and real estate operations run.

Less manual work.

Faster decisions.

Smarter systems.

If that excites you, let’s build.

Responsibilities

Design and deploy end-to-end AI workflows across insurance and real estate operations

• Build automation across:
• CRM (HubSpot/Salesforce)

Policy management systems

• Document processing (COIs, loss runs, schedules)
• Underwriting workflows
• Integrate tools using APIs (REST, webhooks, etc.)
• Build AI-assisted processes using:
• OpenAI / LLMs
• Vector databases (if applicable)
• Workflow tools (Zapier, Make, n8n, or custom)
• Turn messy, manual processes into clean, scalable systems
• Collaborate directly with leadership to identify high-ROI automation opportunities

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Requirements

Proven experience building real-world automation systems (not just prototypes)

• Strong understanding of:

APIs, data flow, and system architecture

• Workflow automation tools (Zapier, Make, n8n, etc.)
• AI/LLM integrations
• Ability to think like an operator, not just a developer
• Experience in insurance, real estate, or fintech = strong bonus

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🔥 What Makes You Stand Out

You’ve replaced entire roles or teams with automation

• You have Loom videos, demos, or case studies of systems you’ve built
• You understand how to design for scale, reliability, and edge cases
• You care about outcomes (time saved, revenue generated), not just code

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• Performance-based upside tied to systems you build

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🚫 Who This Is NOT For

“Prompt engineers” without systems experience

• People who haven’t deployed production workflows
• Anyone who needs step-by-step instructions to execute
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• 📩