Software Engineer - Automation Team

Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today, and only a quarter have a financial plan. Our team is reimagining a 60-year-old industry—bringing new technologies, comprehensive services, and an inspired vision to financial advisors. Supported by our incredible investors, we’ve grown from a small Detroit-based team in 2020 to over 130+ team members dispersed across the country. We are: Empowering Leaders. Client Advocates. Entrepreneurial Champions. Our team is a blend of industry experts and technologists building a better business, together. We’re in it for the long haul. Are you looking to be part of a dedicated, dispersed team where you can architect your impact and shape the company’s vision? Join us at Signal! Signal Advisors is building a next-generation internal AI Automation Team focused on transforming operational workflows across the business through AI agents, automation, and process optimization. This is a highly visible, cross-functional role that blends software engineering, business analysis, consulting, workflow automation, and AI enablement. About the Opportunity This is not a traditional software engineering role. The ideal candidate will function like an internal automation consultant embedded with business teams to uncover inefficiencies, design automation solutions, and deploy AI-driven workflows that dramatically improve productivity. The company has already rolled out Claude AI enterprise-wide and is aggressively investing in AI enablement, workflow integration, and operational automation. The engineering culture encourages experimentation, rapid iteration, and hands-on adoption of emerging AI technologies. What You’ll Do Partner directly with operational teams to deeply understand workflows, bottlenecks, and manual processes Identify opportunities for AI-driven automation and process optimization Build and deploy automation tools, AI agents, and workflow solutions Improve productivity across departments including: New Business Wealth Operations Inforce Operations Finance Planning Train and enable internal teams on AI tools and best practices Help scale company-wide AI adoption and automation capabilities Collaborate closely with engineering leadership and the internal AI Automation Team Work in a highly iterative environment where experimentation and innovation are encouraged Ideal Candidate Background A blend of: Software Engineer Business Analyst RevOps-style automation specialist Internal consultant AI workflow architect Successful candidates will likely have experience in: Workflow automation AI tools and integrations Business process analysis Revenue Operations (RevOps) Internal systems/process optimization Operational consulting Cross-functional stakeholder engagement The team is especially interested in candidates who naturally gravitate toward automating repetitive work and improving operational efficiency. Technical Environment The company has already integrated AI tools into its core systems, including: Claude AI Salesforce Internal data warehouse/reporting systems Workflow automation platforms The goal is to create turnkey automation capabilities where employees can rapidly build and deploy solutions without heavy engineering dependency. Culture & Why This Role is Exciting Cutting-edge AI automation initiatives High-growth, fast-moving environment Strong experimentation culture Small but highly impactful engineering organization Opportunity to help shape a brand-new job category internally “Target-rich environment” for automation opportunities due to many historically manual operational processes This as an ideal opportunity for someone who wants to be: “On the bleeding edge doing really cool stuff.” Team & Company Snapshot Approximately 135 employees company-wide ~25 employees within Product & Engineering Detroit headquarters with additional teams in Kansas and remote locations Strong preference for candidates loca