About Opkalla

Opkalla is a Charlotte-based technology advisory firm dedicated to creating an easier way for organizations to identify the best IT solutions through a transparent, vendor-neutral approach. Founded in 2019, we are a highly recognized, people-first company with a strong culture focused on trust, transparency, growth, and team support. Opkalla has earned multiple prestigious awards that reflect this outstanding workplace environment and industry leadership.

Why Join Opkalla

Growth Trajectory
Opkalla has been recognized on the Inc. 5000 list three consecutive years, demonstrating consistent high-growth performance and market traction. The Microsoft practice represents a significant growth vector for the company.

Market Leadership
We're not a commodity vendor. Opkalla's vendor-neutral advisory model, combined with Microsoft specializations and expertise, positions us as trusted strategic advisors rather than transactional resellers. This creates deeper, more profitable customer relationships.

Collaborative Culture
Opkalla operates with a genuinely collaborative approach across teams. You'll work closely with Opkalla’s leadership, have direct input into strategy, and won't be siloed in a traditional hierarchical structure.

Leadership Development
This role offers significant opportunity to learn from and work alongside an experienced COO and business leader. You'll gain exposure to business strategy, customer relationships, and organizational leadership.

Vendor Relationships
Deep partnerships with Microsoft and complementary technology partners create opportunities for co-selling and collaborative delivery success.

Meaningful Work
You'll see the tangible results of your team's efforts in customer success stories and business outcomes. You will benefit personally with Opkalla’s employee promise to foster a culture of growth and development for achieving personal, professional and financial goals.

Position Summary

The AI Automation Specialist is a high-impact, technical execution role designed for a smart, ambitious graduate who thrives on "figuring things out". You will serve as the primary technical right hand to the COO, transforming high-level architectural strategies into functioning automated workflows. This role is responsible for the "connective tissue" of Opkalla—using cutting-edge tools like n8n and Claude Code to sync data across Salesforce, HubSpot, QuickBooks, Power BI and Azure. If you are a systems thinker who wants to build the intelligent backbone of a fast-growing company, this is your sandbox.

Key Accountability Areas

• Data Orchestration & Integrity: Ensuring a seamless "Source of Truth" by automating the flow of vendor and customer environment data across all core business platforms.
• Workflow Execution: Taking strategic blueprints and building robust, error-proof automations using n8n and Azure Logic Apps.
• AI Implementation: Deploying and refining LLM-driven processes via Azure OpenAI and Claude Code to handle unstructured data extraction and business logic.
• Business Intelligence Support: Maintaining the data pipelines that feed into Power BI to ensure leadership has real-time, accurate visibility into business outcomes.

AI Automation Specialist Job Responsibilities:

• Design, build, and maintain complex cloud workflows in n8n to sync data between HubSpot, Salesforce, and QuickBooks.
• Utilize Claude Code (CLI) and other AI-assisted development tools to rapidly prototype scripts and troubleshoot API integration hurdles.
• Execute "Data Cleanup" projects, pulling vendor contact information and customer technical specs from multiple sources into structured Salesforce fields.
• Manage and monitor Azure resources, including Azure AI Search and Azure Functions, to support RAG (Retrieval-Augmented Generation) workflows.
• Translate business process requirements into automated logic, handling the "plumbing" of webhooks, REST APIs, and JSON mapping.
• Collaborate directly with Opkalla’s leadership to refine technical designs and provide feedback on the feasibility of new automation projects.
• Build and update Power BI dashboards to visualize the results of automated data pipelines and customer success stories.

Minimum Qualifications (Knowledge, Skills and Abilities)

• High "Figure-it-out-ness": Ability to navigate technical documentation (APIs, SDKs) and solve problems independently once a strategic plan is set.
• Systems Thinking: Understanding of relational databases and how data changes in one system (like HubSpot) impact others (like Salesforce).
• Technical Literacy: Proficiency with JSON, REST APIs, and basic webhooks.
• Logic-Driven Mindset: Experience with "If-This-Then-That" logic, either through coding or low-code tools like n8n, Zapier, or Power Automate.
• Ambitious Curiosity: A self-starter mentality with a desire to stay at the forefront of AI tools and growth opportunities.
• Communication: Ability to take high-level direction from business leaders and report back on technical progress and solutions.

Education, Experience, and Licensing Requirements

• Education: Bachelor’s degree in Computer Science, Data Analytics, Information Systems, or a related technical field (Recent graduates encouraged).
• Experience: Hands-on experience with at least one programming language (Python or JavaScript preferred).
• Portfolio/Projects: Proven ability to build technical solutions—whether a school project, a personal automation bot, or a GitHub repository showing the use of APIs.
• Platform Exposure (Preferred): Familiarity with the Microsoft/Azure ecosystem, Salesforce, or HubSpot is a significant plus.

This company is an Equal Employment Employer, a drug-free workplace, and complies with ADA regulations as applicable.