Job Description
About The Role
Key Responsibilities:
- Automate customer onboarding configuration including documents, forms, referral rules, workflows, and integrations.
- Build intelligent automation systems to reduce manual configuration work, making use of Claude Code (and/or similar) and REST APIs.
- Work closely with implementation teams to identify automation opportunities, translate onboarding steps into automation patterns, and monitor/support uptake.
- Create reusable onboarding templates for common customer and product setups.
- Apply AI to interpret requirements and generate configurations.
- Identify process bottlenecks and continuously improve onboarding workflows.
What Success Looks Like:
- Significant reduction in onboarding time per customer.
- Improved consistency and quality of implementations.
- Implementation teams able to handle more customers with the same resources.
- Onboarding becomes a competitive advantage for Insly.
Must-Have Skills & Experience:
- Extensive knowledge of Claude Code, AI and cloud tooling ecosystem, process automation and relevant industry trends.
- Strong engineering mindset with a solid technical background.
- Prior experience as a developer, software engineer, system analyst, or similar technical role.
- Ability to design and maintain APIs, scripts, and configuration automation.
- Comfortable working with complex, configuration-heavy systems.
- Not just an AI enthusiast, but someone who understands how systems are built and operated in production.
- Strong problem-solving and analytical skills.
- Ability to work cross-functionally with technical and non-technical teams.
Nice to Have:
- Background in SaaS onboarding, implementation, or professional services.
- Familiarity with insurance or financial software.
- Experience building internal automation tools or frameworks.
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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