Posted today
About the Company:
Our client is an innovative firm in investment banking and M&A execution, helping advisory clients and deal teams streamline complex transaction processes. They work as a global team to create meaningful impact. With innovation and collaboration at their core, they are transforming how deal teams identify targeted buyers, execute data-driven campaigns, and manage high-stakes transaction workflows.
About the Role:
We’re looking for an AI Developer & Automation Specialist who combines technical mastery with grit, commercial judgment, and confidence. In this role, 90–95% of your work is centered on low-code/no-code platforms, AI tooling, and automation workflows, while 5–10% involves technical scripting and data pipelines (understanding APIs, MCPs, CLIs, and databases rather than building full-scale software from scratch). You’ll design, build, and deploy AI-driven automations and collaborate closely with M&A deal teams to streamline buyer engagement and deal execution. This role requires someone who is proactive, discreet with confidential data, takes initiative in the face of ambiguity, and delivers high-quality, reliable solutions in a fast-paced environment.
You Will:
Design, build, deploy, and maintain AI-enabled and low-code/no-code automations for sell-side M&A execution (representing 90–95% of your day-to-day focus).
Build AI research tools, copilots, and intelligent agents for buyer identification, strategic-fit analysis, segmentation, scoring, contact mapping, and buyer profiling.
Design high-value, targeted account-based marketing (ABM) workflows for strategic and financial buyers, including message personalization, internal approvals, sequencing, follow-ups, response tracking, and campaign-performance monitoring.
Connect CRMs, email/outreach platforms, deal databases, company/contact data providers, calendars, meeting tools, data rooms, internal knowledge bases, spreadsheets, and reporting platforms.
Develop custom scripts, connectors, and data pipelines using Python, JavaScript/TypeScript, and SQL whenever no-code tools are insufficient (5–10% of the role).
Build workflows that help deal teams manage buyer conversations, including meeting briefs, interaction summaries, question/request tracking, follow-up recommendations, next-step reminders, and centralized conversation histories.
Build custom connectors between systems where no native integration exists and design a centralized knowledge base to compound institutional deal insights over time.
Apply strong engineering standards for testing, security, documentation, version control, reliability, confidentiality, and data privacy, ensuring appropriate human review before transaction-sensitive communications are sent.
About You:
Your Background:
5+ years of relevant experience in technical roles at technology startups (e.g., fintech) or fast-paced organizations shipping automation, data, or AI solutions.
Advanced hands-on mastery of low-code/no-code platforms (e.g., n8n, Make, Zapier, Retool, Airtable), including multi-step workflows, error handling, and monitoring (90–95% focus).
Strong technical comprehension and hands-on familiarity with APIs, MCPs, CLIs, webhooks, databases, and data pipelines (not full-scale software engineering, but deep technical literacy).
Ability to write practical scripts and lightweight services in Python, JavaScript/TypeScript, and SQL when no-code platforms reach their limits.
Practical experience developing AI applications using LLMs, vector databases, retrieval systems, tool calling, structured outputs, evaluations, and observability.
Excellent communication skills — comfortable in a distributed, English-speaking environment (English fluency is a must).
Strong commercial judgment, high discretion with transaction-sensitive information, and an ownership mindset in a remote setting.
Highly organized, proactive, and capable of managing multiple workstreams in a deadline-driven environment.
Nice to Have:
Understanding of sell-side investment banking and M&A execution workflows.
General to strong understanding of GTM processes, outbound outreach campaign management, conversation tracking, and pipeline management.
Bachelor’s degree in Computer Science, Engineering, Information Systems, or equivalent practical experience.
Compensation & Benefits:
Compensation: in USD
PTO + Holidays