AI Automation Engineer: Financial Systems Integration (APIs etc.) ~ $300/month +Bonuses - Contract to Hire
Hello Upwork Family, This is a focused automation role supporting a financial advisory systems integration project. We’re looking for someone who can execute clearly defined workflows, follow architecture guidance, and implement reliable automations across multiple tools. This is not a senior architect role; strategy is already defined. We need a strong implementer. Systems involved: Wealthbox (CRM) PreciseFP (intake) RightCapital (planning) SuiteDash (client portal) What you’ll work on: Workflow implementation API or webhook-based data flows Automation testing and validation Light documentation Time & Pay: $300/month +Generous Bonuses Phase-based scope Clear priorities and timelines Opportunity to continue with us on post-launch To apply for this role kinndly answer that following questions: 1. Have you worked with APIs or webhooks beyond Zapier? And can you create custom APIs? 2. How do you ensure data stays consistent across systems? 3. Are you comfortable working from an existing technical plan? I look forward to working with you. ✨ Apply tot his job