Automation Engineer

Alkami is the digital sales and service platform provider for U.S. banks and credit unions. Our unified Platform integrates onboarding, digital banking, and data and marketing—each solution can stand alone, but together they deliver more—to help institutions onboard, engage, and grow relationships. As the future shifts toward Anticipatory Banking, we help data-informed bankers meet the moment with technology that drives action.

Founded in 2009, we continue to be recognized for our intentional culture and tremendous growth (Best Place to Work in Fintech; Best & Brightest to Work For Nationally; and Comparably’s Best Company Culture, Best Career Growth, Best Engineering Team, and Best Places to Work in Dallas, among others).

We’re building a culture where each Alkamist can perform to their highest potential, and we’re always on the lookout for the best and brightest minds. If you’re ready to experience the power of alchemy - transforming the ordinary into the extraordinary - come join one of the fastest growing SaaS companies in the U.S.

As a remote-first company, most of our positions can be remote in the US, except for key roles, which will be indicated in the Job Title.

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This contractor position is part of Alkami’s AI & Technology Operations organization and supports the design, development, deployment, and maintenance of automation and integration solutions across Alkami’s operational technology ecosystem. The role works across Slack, Salesforce, ServiceNow, Glean, Google Workspace, and Workato to connect systems, streamline processes, and make operational data more accessible and actionable.

The Automation Engineer II manages API-driven integrations and workflow automations through the full delivery lifecycle. This includes partnering with business stakeholders to understand requirements, defining an appropriate technical approach, building and testing the solution, deploying it safely, and monitoring and maintaining it in production.

A key focus of the role is extending Alkami’s AI agent capabilities. The engineer will connect agents to live business data, define the triggers and tools that enable agents to take action, and build workflows that deliver the right information to the right people at the right time.

The ideal candidate is proficient with REST APIs, comfortable developing with Google Apps Script and iPaaS platforms such as Workato, and curious about applying AI agents to improve the productivity of Operations and Customer Success teams.

Build, configure, and maintain API-driven integrations across Slack, Salesforce, ServiceNow, Glean, Google Workspace, Workato, and related operational platforms. Implement event triggers, data synchronization, webhook handlers, scheduled jobs, and appropriate error-handling routines.

Design and implement Workato recipes and workflows that automate multi-step business processes, including case routing, contact enrichment, alert distribution, and cross-system data reconciliation.

Develop Google Apps Script automations that extend Google Sheets, Docs, and Drive. Create custom triggers, sidebar tools, scheduled processes, and integrations that read and write data in Salesforce and ServiceNow.

Develop and extend AI agent capabilities by defining tool schemas, connecting agents to live APIs and approved knowledge sources, authoring system instructions, and creating workflows that enable agents to retrieve information and take approved actions.

Build Slack-based operational experiences, including bots, slash commands, workflow automations, and notification systems that deliver timely, actionable information from Salesforce, ServiceNow, and Glean.

Integrate Glean into operational workflows by configuring relevant data access patterns, building query-driven automations, and routing knowledge to agents, Slack channels, and downstream systems.

Partner with Customer Experience, Support, Operations, and other business teams to identify manual, repetitive, and error-prone processes. Design durable automations, document the current and future state, and track outcomes such as time saved, data quality, and response speed.

Monitor production automations and integrations through logging, alerting, failure handling, access controls, and routine maintenance. Investigate incidents and coordinate timely resolution when workflows do not perform as expected.

Maintain and improve automation systems as APIs, schemas, platform capabilities, security requirements, and business processes evolve.

Create clear, accessible documentation for technical and nontechnical audiences, including API contracts, workflow logic, Apps Script components, agent tool definitions, configuration references, and operational runbooks.

Partner with the Director of AI & Technology Operations to scope automation initiatives, translate business needs into technical requirements, evaluate solution options, estimate effort, and deliver iteratively against a prioritized backlog.

Participate in solution testing, user acceptance testing, deployment, change management, and post-release validation for automations and integrations.

Recommended Experience & Education

Minimum Years of Experience

2–4 years in a software engineering, automation engineering, or systems integration role with demonstrated API experience

Education Level

Bachelor's degree in Computer Science, Information Systems, or equivalent practical experience; relevant certifications (Workato, Salesforce, Google, CompTIA) a plus

Knowledge, Skills, & Qualifications

Required

Strong REST API fluency: OAuth flows, webhook design, pagination, rate limiting, error handling, and debugging with tools like Postman or curl

Hands-on experience with Google Apps Scripts, writing triggers, calling external APIs, and building tools that non-engineers can use in Google Sheets or Docs

Experience with an iPaaS or workflow automation platform (Workato, Zapier, Make, or equivalent) — building multi-step recipes, conditional logic, and error paths

Salesforce API experience: querying and writing records via REST, Bulk API, or SOQL; understanding of the object model (Contacts, Accounts, Cases)

ServiceNow API experience: Table API, scripted REST, or integration hub; ability to read and write records and trigger workflows programmatically

Slack platform development: building bots, slash commands, interactive message payloads, or Workflow Builder automations via the Slack API

Scripting proficiency in Python and/or JavaScript for glue code, data transformation, and scheduled automation jobs

Ability to work independently, manage a personal backlog, and deliver working solutions with minimal specification

Preferred

Experience building or extending AI agent tooling — defining tools/functions for LLMs, authoring system prompts for operational agents, or integrating Claude/OpenAI APIs

Familiarity with Glean — search connectors, API queries, or embedding Glean results into downstream workflows

Experience with CI/CD pipelines (GitLab CI/CD, GitHub Actions) for deploying and versioning automation code

Prior work connecting Salesforce and ServiceNow — field mapping, contact/account sync, case handoff automations