The company is looking to design and deliver intelligent agents, automated workflows, and embedded experiences within their internal platform, Beastro, to drive efficiency, elevate quality, and enhance member interactions.
Requirements
- Hands-on expertise with Microsoft Copilot Studio, Power Platform (including Power Automate and Power Apps), Microsoft Dataverse, AI Builder, Microsoft Fabric, Azure AI (e.g., Azure OpenAI, AI Search), and Teams/Graph connectors.
- Practical experience designing RAG solutions (embedding generation, chunking strategies, grounding, evaluation) and secure action/connector patterns for agents.
- Proficiency with APIs (REST/JSON), eventing (webhooks), identity (OAuth 2.0/OIDC), secrets management, and telemetry/observability (App Insights/Log Analytics).
- Scripting/programming skills in Python, C-Sharp/.NET, or TypeScript, plus Power Fx for Power Platform components.
- Strong grasp of testing automation for flows and agents (unit/integration/e2e), CI/CD (Azure DevOps/GitHub), environment strategies, and solution packaging (managed solutions).
- Understanding of data governance, DLP, RBAC, and responsible-AI guardrails for production workloads in financial services.
- UIPath experience is a plus.
Responsibilities
- Design and implement task-oriented and conversational agents using Microsoft Copilot Studio (actions, connectors, generative answers, prompt orchestration) and Azure AI services; integrate agents with Beastro microservices and APIs for secure, reliable tool execution.
- Build and optimize end-to-end automations with Power Automate (cloud flows, desktop flows), AI Builder (document processing, prediction), and Dataverse to streamline internal operations (e.g., onboarding, reconciliations, reporting).
- Embed AI capabilities into Beastro user journeys (guided assistance, knowledge retrieval, decision support), ensuring usability, performance, and auditability of member interactions.
- Develop automated test harnesses for agents and flows, including synthetic data generation, unit/integration testing, regression packs, and non-functional tests (latency, resiliency).
- Utilize Microsoft Fabric (data engineering, pipelines, real-time analytics) and Azure AI Search/vectorization patterns for retrieval-augmented generation (RAG) and grounded responses; govern data products and features consumed by agents.
- Implement role-based access, environment strategies, DLP, data residency controls, and human-in-the-loop safeguards across Power Platform and Azure.
- Build reusable connectors, APIs, and solution components; manage secrets, certificates, and identity (OAuth 2.0/OIDC). Contribute to CI/CD, environment promotion, and change management for AI solutions.
Other
- Proven delivery of secure, compliant, and observable AI/automation solutions with cross-functional stakeholders and vendors.
- Partner with Risk/Compliance to align automations to financial-services standards (e.g., Nacha/ACH, NCUA/FFIEC).
- Create and maintain solution design docs, data dictionaries, prompt/grounding specifications, and operational guides; deliver knowledge transfer to operations and business teams.
- Performs other duties and responsibilities as requested or required.
- 3+ years building AI-enabled solutions or intelligent automations using Microsoft’s cloud and Power Platform.
- 2+ years developing production automations/agents with Copilot Studio/Power Automate/Azure AI; experience embedding AI into digital products (preferably in fintech/credit union domains).
