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Optima Financial Group Llc jobs

Automation Solutions Architect

$130,000 - 145,000
Optima Financial Group Llc
Hutton Centre Drive 6, Santa Ana
$130,000 - 145,000
Company Size icon
Company Size
500-1k
Company Type icon
Company Type
Services
Exp Level icon
Exp Level
Regular
Job Type icon
Job Type
Full-Time
Language icon
Language
English
Visa sponsorship icon
Visa sponsorship
No

Requirements

Must:
We are looking for candidates with a Bachelor’s degree in a relevant field from a recognized institution, or an equivalent combination of education and experience. You should have proven experience as an AI Architect, AI Solutions Lead, or Automation Strategist, demonstrating success in implementing effective AI solutions. A solid understanding of the AWS AI/ML ecosystem and its integration with customer service platforms (particularly AWS Connect) is essential. Experience in fintech, customer service automation, or industries that focus on compliance is an advantage.

Responsibilities

In this role, I will need you to collaborate closely with marketing, sales, servicing, finance, and accounting teams to comprehend workflows and processes, pinpoint manual tasks and inefficiencies, and uncover automation opportunities. You'll be responsible for exploring and assessing emerging AI tools, SaaS products, and automation platforms to decide whether to purchase, customize, or develop new solutions. I expect you to design, architect, and implement AI-driven solutions using AWS AI/ML services, RPA platforms, and third-party automation tools. You will lead proof-of-concepts and pilot projects for new AI technologies, evaluating their ROI before full deployment. Integrating AI solutions with existing systems such as C#, AWS Connect, Salesforce, and other enterprise applications to enhance efficiency and customer experiences will be a key part of your duties. Additionally, you will develop intelligent document processing, chatbots, NLP-driven assistants, and workflow automation systems that support all business departments. Partnering with business leaders to ensure that solutions positively impact KPIs like customer satisfaction, turnaround time, compliance accuracy, and operational cost reduction is critical. I will rely on your thought leadership in AI/automation, your ability to stay informed about market trends, and your capacity to provide strategic recommendations for technology adoption. You will also be responsible for training internal teams on AI-enabled workflows and preparing our organization for automation. Following company protocols to ensure the utmost security of client Personal Identifiable Information (PII) is crucial.

Description


To receive the essential training for success in this position, it's mandatory for you to attend and complete all initial training onsite for up to 5 business days, unless you get prior approval from management. Additional onsite training may be required based on business needs. You should have experience researching and implementing third-party AI/automation tools, along with hands-on skills in C#, Python, SQL, and modern integration frameworks. A strong business mindset, coupled with the ability to evaluate technology for both feasibility and ROI, is important. Excellent communication skills to effectively engage technical teams and business stakeholders, a positive attitude, and diligent organizational skills are necessary. A background of exceeding goals in a fast-paced environment, a strong work ethic, and a commitment to excellence will be beneficial. You should possess meticulous attention to detail and a high sense of accountability. Proficiency with office tools, including Microsoft Office and Outlook, is also required.
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You can find Software Architect salaries in the United States here.

How many Software Architect jobs are in the United States?

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