AI Workflow Architect

Rise Group; United States; Remote; USD 120,000 - 190,000; Full time

Job summary

Rise Group is seeking an AI Workflow Architect to design and deploy end-to-end automation for insurance and real estate operations. Remote opportunity with preference for US-based candidates.

You will build scalable AI-powered workflows, integrate CRM and policy systems via APIs, and drive implementations from concept to production with a focus on reliability and ROI.

Qualifications

• Proven automation systems experience with production deployments.
• Strong grasp of APIs, data flow, and system design.
• Experience with workflow automation tools and AI integrations.

Responsibilities

• Design and deploy end-to-end AI workflows across operations.
• Build automation across CRM, policy management, and document processing.
• Integrate tools via APIs and webhooks; enable AI-assisted processes.
• Turn messy processes into scalable, reliable systems.
• Collaborate with leadership to identify high-ROI automation opportunities.

Skills

APIs & data flow

System architecture

Workflow automation

Operator mindset

AI/LLM integrations

Tools

Zapier

Make

n8n

REST APIs

Webhooks

HubSpot

Salesforce

Vector DBs

Job description

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)

The Opportunity

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.

What You’ll Do

• 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

What We’re Looking For

• 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

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

Compensation

• Competitive hourly/project-based or salary depending on experience
• Performance-based upside tied to systems you build

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

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.