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!

This isn't a "manage the tools" job. You'll build the actual integrations, automation workflows, and data pipelines that make our systems talk to each other—without someone babysitting them. That means designing n8n workflows that orchestrate complex multi-step processes, using Skyvern to automate carrier portal interactions that don't have APIs, and wiring it all together into reliable, observable systems. You'll collaborate with other engineers and cross-functional partners to identify manual processes worth killing, then build the infrastructure that replaces them.

You'll leverage AI-assisted development tools like Claude Code and Cursor as a core part of your workflow—using them to build, iterate, and ship faster without sacrificing quality.

• Design, build, and maintain production automation workflows across our technology stack—from data sync and lead routing to internal ops processes and outbound sequencing.
• Own the integration architecture between systems: if two tools should talk to each other and don’t, that’s our problem to solve.
• Set up and maintain monitoring, alerting, and observability systems to ensure workflows and integrations stay healthy in production.
• Partner with Sales, Marketing, Ops, and fellow automators to identify the next 10 things that shouldn’t require a human.
• Leverage AI-assisted development tools (Claude Code, Cursor) to accelerate development, refactoring, and automated testing.

• Systems Thinker:
  You look beyond the immediate task to understand how changes impact the entire ecosystem—from a broken CRM sync to a failed outbound sequence.
• Builder Mentality:
  You don’t just configure tools—you build systems. You write code, design integrations, and create infrastructure that scales.
• Entrepreneurial Ownership:
  You don’t wait for a spec to be perfect. You proactively identify bottlenecks, broken workflows, or manual processes and drive the solutions to completion.
• AI-Native Operator:
  You use AI development tools as a force multiplier—not as a crutch, but as a core part of how you ship quality work faster.

• Hands‑on experience shipping production automation workflows using tools like n8n, Make, Zapier, or equivalent platforms.
• REST API fluency—you’ve read docs, built integrations, and debugged a webhook.
• Expert‑level proficiency with AI‑assisted development tools like Claude Code, or Cursor to accelerate development, refactoring, and automated testing.
• Ability to leverage AI to ship features at startup speed without sacrificing architectural integrity or quality.
• Operational context—you understand how business systems connect and what breaks when they don’t.

• CRM admin experience (Hub Spot or Salesforce).
• Dev Ops experience—setting up monitoring, alerting, and observability systems (Datadog, Pager Duty, Grafana, or similar).
• Familiarity with CI/CD pipelines, version control workflows, and cloud infrastructure basics (AWS, GCP, or Azure).
• Experience documenting technical systems for non‑technical stakeholders.

These are the values that drive how we operate and make decisions.

🌔 We’re obsessed with finding a better way . Never settle for less.
🏃 We act with a sense of urgency . We use our best judgment to act urgently on the right things at the right time.
👀 We raise our level of awareness .…