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Automation Strategist

United States

ThreeFlow is looking for teammates who are naturally curious and love to ask questions, even when it means questioning industry standards. We cultivate an inclusive culture where everyone can contribute, grow, and feel valued. We’re hiring our first Automation Strategist to shape how automation transforms our operations — identifying repetitive tasks, designing scalable solutions, and embedding them into workflows to deliver faster, smarter service. You’ll collaborate across operations, AI, and cross-functional teams, while leading the automation strategy and execution end-to-end.

This position reports to the Manager, Business Operations Services, and is based remotely within the US. 

About the role

  • Identify high-impact opportunities for automation within operational workflows, balancing quick wins with scalable long-term solutions.

  • Design, implement, and maintain low-/no-code and AI-driven automation across tools like ClickUp, Salesforce, Zapier, Intercom, and more.

  • Partner with the Operations Strategy Lead, AI team, and cross-functional stakeholders to embed automation into our workflows and other service delivery models.

  • Support the launch and improvement of workflows, including plan/rate collection, quote ingestion, carrier-portal automation, and recurring data quality reviews.

  • Build and maintain internal tooling, SOPs, and enablement resources to drive adoption of automation by the broader operations team.

  • Continuously assess and refine automation processes to improve speed, quality, and scalability.

Outcomes

In your first 3 months, you will:

  • Jump in hands-on to support key operational workflows and meet current commitments.

  • Deliver quick, targeted automation improvements to accelerate plan/rate collection, data processing, and internal documentation request workflows.

  • Build context on processes, pain points, and tooling to shape your longer-term automation strategy.

By 6–12 months, you will:

  • Implement end-to-end automated workflows for plan/rate collection, carrier portal data pulls, and quote ingestion — reducing manual time significantly.

  • Embed automation into the service delivery model for existing and emerging workflows.

  • Partner with cross-functional teams to design scalable, repeatable processes — including AI-driven enhancements — that improve speed, quality, and team capacity.

  • Maintain and optimize automation systems to ensure reliability, scalability, and continuous improvement.

About you

  • 5+ years in operations, process improvement, automation strategy, or a related field — preferably in insurtech, SaaS, or a fast-scaling environment.

  • Proven expertise in low-/no-code automation tools (e.g., Zapier, ClickUp automations, Make, Airtable, n8n) and experience integrating AI-driven workflows (e.g., GPT-based prompt engineering).

  • Experience working with structured data (CSV, JSON, webhooks) and collaborating with technical teams to scope integrations.

  • Skilled in process mapping, diagnosing inefficiencies, and designing end-to-end workflow solutions.

  • Strong enablement mindset — able to translate technical solutions into accessible documentation, training, and resources for teammates without a technical background.

  • Self-directed, proactive, and comfortable leading automation strategy and execution.

  • Excellent collaborator with the ability to influence adoption of new tools and ways of working across teams.

Please note that immigration sponsorship (H-1B, TN, etc.) is not currently available for this position.

Notice

Scams in which fraudsters impersonate legitimate businesses for personal gain are on the rise and can come in many forms. ThreeFlow doesn’t interview candidates via email, and job offers are only extended by the hiring manager after a thorough interview process involving phone and/or Zoom interviews. Our recruiters only use @threeflow.com email addresses, and we'll never ask you to provide sensitive information like your social security number or bank account details as a part of our interview process or through a PDF form. If you receive a suspicious email regarding a position or job offer with ThreeFlow, please don’t respond. Report it as spam, and forward that email to careers@threeflow.com.

Our (FTE) benefits

  • Competitive salary and equity
  • Comprehensive health benefits for you and your family
  • 401(k) plan
  • Generous paid time off
  • Paid parental leave 
  • Stipend to improve your work from home experience
  • Stipend for learning and development

Our values

ThreeFlow's core values are the foundation of our culture and remain constant as we grow.

  • Constantly push boundaries
    We think beyond what might be easy or obvious when we're problem solving. We get scrappy and creative in front of hurdles.
  • Collaborate enthusiastically
    Our collaboration as a team is our most valuable asset. We’re able to go farther when we act together.
  • Work with respect
    We’re deliberate, honest, and kind with the words and actions we use. We believe people have positive intent with their actions. 
  • Grow together
    We value developing ourselves personally and professionally to achieve our goals. We encourage taking chances and celebrate curiosity.

About ThreeFlow

ThreeFlow is a Benefits Placement System, a new category of enterprise software that allows benefits brokers and insurance carriers to manage the entire placement process in one shared system. We make it easier for carriers to win business and brokers to empower employers with the details they need to make better decisions. By connecting people, systems, and information, we enable easier communication, a quicker process, and better decisions making busy people more productive. Learn more at threeflow.com

ThreeFlow is committed to building an inclusive working environment regardless of gender, sexual orientation, religion, ethnicity, race, education, age, or other personal characteristics. We believe that people do their best work when they can be themselves, and we’re creating an environment to enable them to do just that.

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