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The Phoenix Group Verified
Financial Services, Insurance, Pensions

Data Automation Engineer

New York, New York, United StatesOnsiteFull Time$115,000–$125,000 /yrPosted 18 days ago

Senior Analyst / Engineer

Key Responsibilities

Content Automation & Platform Engineering

  • Design, build, and maintain large-scale content automation workflows, including data model architecture, SQLdriven data sources, and template-to-field mapping for automated client-facing deliverables
  • Own platform enhancement cycles from discovery through delivery—capturing business requirements, producing solution designs, and managing implementation against scope, timeline, and quality benchmarks
  • Serve as the internal SME for the firm’s primary content automation platform, leveraging native capabilities and API extensions to build custom integrations and solutions (REST, SQL/SOQL, web services)
  • Partner cross-functionally with Technology, Sales, Client Service, Investments, and Marketing to capture feedback, surface enhancement opportunities, and ensure platform alignment with business needs
  • Provide ongoing post-deployment support and continuous optimization, driving measurable improvements in automation performance and business outcomes
  • Mentor junior team members and develop reusable frameworks, best practices, and internal playbooks

Transformation & Change Management

  • Lead change management efforts across automation and integration initiatives—developing communication strategies that clearly convey value to both executive and technical stakeholders
  • Identify adoption risks and barriers proactively, designing mitigation plans that ensure smooth rollouts and sustained usage
  • Act as technical project lead across multiple concurrent workstreams, maintaining delivery discipline around scope, timelines, and stakeholder alignment
  • Establish feedback loops with business leaders and digital champions to continuously refine platform direction and adoption strategy
  • Champion a culture of continuous learning, forward-thinking problem-solving, and openness to organizational change

Requirements

  • Experience in SaaS implementation, solutions architecture, automation engineering, or technology consulting
  • Experience owning implementation, integration, or solutions development for enterprise SaaS platform
  • Hands-on content or report automation experience
  • Familiarity leading change management initiatives tied to technology adoption or transformation programs
  • Background in enterprise platform consulting (e.g., Seismic, Salesforce, Adobe) or solutions architecture is strongly preferred
  • SQL mastery required; solid understanding of database fundamentals and data modeling
  • Experience with REST APIs, SOQL, and web services for system integrations
  • Proficiency with SaaS platforms, data visualization tools, and content automation technology
  • Familiarity with Agile/SCRUM methodologies; product owner experience preferred
  • Strong analytical foundation with above-average proficiency in business intelligence concepts
  • Bachelor’s degree in business, data, or a technology-related discipline from an accredited institution's
  • Platform certifications (Seismic, Salesforce, etc.) are a strong differentiator
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