AI Solutions Architect - Automation & Innovation

Optima Tax Relief-posted 2 months ago
$130,000 - $145,000/Yr
Full-time • Mid Level
Santa Ana, CA
101-250 employees
Professional, Scientific, and Technical Services
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The AI Solutions Architect - Automation and Innovation for Optima Tax Relief, LLC ('Optima') is located in the Santa Ana, California office and reports to the Chief Technology Officer. This role must partner with business units to analyze workflows, identify automation opportunities, explore available AI tools in the market, and design/implement solutions that drive measurable business impact. This role requires both strategic market awareness and hands-on solution development. This role must also champion Optima's culture and Core Values and help to deliver the best customer experience.

  • Work closely with marketing, sales, servicing, finance and accounting teams to understand workflows/processes, identify manual processes/inefficiencies, and define opportunities for automation.
  • Continuously research and evaluate emerging AI tools, SaaS products, and automation platforms to determine whether to buy, customize, or build solutions.
  • Design, architect, and implement AI-driven solutions using AWS AI/ML services (Lex, Comprehend, Bedrock, SageMaker, etc.), RPA platforms, and third-party automation tools.
  • Lead proof-of-concepts (POCs) and pilots for new AI technologies and assess ROI before full-scale deployment.
  • Integrate AI solutions with existing C#, AWS Connect, Salesforce and other enterprise applications to enhance efficiency and customer experience.
  • Develop intelligent document processing, chatbots, NLP-driven assistants, and workflow automation systems to support all business departments.
  • Partner with business leaders to ensure solutions directly impact KPIs such as customer satisfaction, turnaround time, compliance accuracy, and operational cost reduction.
  • Provide AI/automation thought leadership, stay ahead of market trends, and make strategic recommendations for adoption.
  • Train internal teams on AI-enabled workflows and build organizational readiness for automation.
  • Follow company protocols to ensure the highest level of security to protect the client Personal Identifiable Information (PII).
  • Other duties as assigned.
  • Bachelor's degree in a related field from an accredited institution, or equivalent combination of education and experience.
  • Proven experience as an AI Architect, AI Solutions Lead, or Automation Strategist with success in delivering real-world AI solutions.
  • Strong knowledge of AWS AI/ML ecosystem and integration with customer service platforms (especially AWS Connect).
  • Background in fintech, customer service automation, or compliance-heavy industries a plus.
  • Experience researching and deploying third-party AI/automation tools (RPA, SaaS solutions, intelligent document processing, chatbot platforms, etc.).
  • Hands-on skills in C#, Python, SQL, and modern integration frameworks.
  • Business acumen and ability to evaluate technology not just for feasibility but for ROI and workflow optimization.
  • Strong communication skills to engage both technical teams and business stakeholders.
  • A positive mindset and 'get-it-done' attitude.
  • Excellent organizational, time-management, and written skills.
  • History of successfully exceeding goals in a fast-paced environment.
  • Strong work ethic and commitment to excellence.
  • Meticulous attention to detail and high sense of accountability.
  • Proficient and comfortable with office equipment (Computer skills - Microsoft Office, Outlook).
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