AI & Data Systems Engineer

CAIS•New York, NY

2h•$125,000 - $160,000•Hybrid

About The Position

CAIS is transforming Platform Operations from a primarily manual function into a technology-enabled business transformation organization. The AI & Data Systems Engineer joins the Business Transformation (BT) team as its technical backbone — configuring, integrating, and deploying solutions rapidly without building software from scratch. BT owns platforms including Snowflake (Cortex, Streamlit), N8N, Airtable, Salesforce, DataHub, Claude/CoWork, and Stonly. You will unblock the team, accelerate automation delivery, and help establish the guardrails needed to scale safely — in close partnership with the Technology organization.

Requirements

2–5 years in systems/automation/data engineering or business systems — fintech preferred
Hands-on Snowflake (SQL, queries); Cortex AI or Streamlit a strong plus
SaaS platform configuration and API integration (Airtable, Salesforce, workflow tools)
Workflow automation platforms: N8N, Zapier, Make, or equivalent
Version control (Git) and software engineering fundamentals (environments, testing, CI/CD basics)
Strong communicator across technical and non-technical audiences

Nice To Haves

Salesforce Admin configuration (flows, custom objects, reports); certification a plus
AI/LLM tooling or agentic frameworks (Claude/CoWork, Langchain, or similar)
Data cataloging tools: DataHub, Alation, or Collibra
Python or scripting for automation or data processing
Streamlit app development or lightweight internal tooling
Background in alternative investments or wealth management operations

Responsibilities

Own configuration and integration of BT's tool stack; resolve API, connectivity, and configuration blockers
Design and implement Salesforce ↔ Snowflake integrations and other cross-system data flows
Build Streamlit apps and operational dashboards that put data directly in business users' hands
Deploy intelligent automations using Snowflake Cortex, Claude/CoWork, N8N, and AI-native tooling
Co-pilot BT team members through prototyping, testing, and operationalizing agentic workflows
Create reusable templates and automation patterns that raise the team's overall delivery velocity
Maintain Snowflake queries, data models, and reporting layers serving BT's operational and analytical needs
Use DataHub to catalog assets and support data discoverability across the BT environment
Assist in ensuring data security and integrity in partnership with Engineering and InfoSec teams
Partner with Technology to implement SDLC, testing, deployment, and version control practices for BT's tool stack
Define lightweight automation standards (reliability, error handling, logging) — guardrails that enable speed, not slow it
Maintain documentation so configurations and processes are auditable and transferable
Bridge BT and Engineering/InfoSec — translate business requirements into specs, surface constraints early
Mentor BT team members upskilling in automation and data tools; participate in design reviews with senior engineers