GENERAL FUNCTION / SUMMARY

We’re looking for a tech-savvy and solution-oriented AIAutomation Specialist to join our growing team. This role is ideal for someone who thrives at the intersection of AI, automation, and operations-using tools like ChatGPT, Zapier, Make (Integromat), Power Automate, n8n or DataStax to solve real-world problems without heavy coding.
You’ll design, test, and optimize AI-powered workflows that boost productivity, streamline processes, and improve decision-making across teams.

BASIC QUALIFICATIONS

• Bachelor’s degree in Data Analytics, Information Systems, Business, Computer Science, or a related field (or equivalent practical experience)
• 1+ years of experience in a technical, operations, or automation-focused role
• Hands-on experience with NoCode automation tools like Zapier, Make (Integromat), Power Automate, n8n or DataStax
• Familiarity with prompt engineering and how to structure effective prompts for AI models (e.g., ChatGPT, Claude, Gemini)
• Understanding of APIs, webhooks, and working with structured data formats like JSON
• Strong problem-solving and analytical skills with a proactive mindset
• Excellent written and verbal communication skills; comfortable working across teams

Preferred Qualifications

• Experience working with LLM APIs (e.g., OpenAI, Anthropic, Cohere) or frameworks like LangChain
• Basic knowledge of scripting languages (e.g., Python or JavaScript)
• Exposure to data tools (e.g., Tableau, Power BI)
• Background in process improvement, business operations, or digital transformation

WHO WE ARE

With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions, all in your language and aligned with your goals.

• Design and implement automated workflows using NoCode or low-code platforms like Zapier, Make.com, Power Automate, n8n or DataStax.
• Create and refine prompt templates for various AI models (e.g., ChatGPT, Claude, Gemini) to generate high-quality outputs.
• Collaborate with cross functional teams to identify pain points and opportunities for AI-driven solutions.
• Maintain, monitor, and troubleshoot existing workflows to ensure accuracy, reliability, and performance.
• Stay updated with the latest in large language models (LLMs) capabilities and prompt engineering best practices.
• Evaluate and test new AI tools, APIs, and automation platforms.
• Document workflows and provide training or guidance for team members using automation
• Perform other tasks as assigned.