Valid8 Financial, Inc.
Agentic AI Automation Lead - Remote
Valid8 Financial, Inc., Atlanta, Georgia, United States, 30383
Pipeline Generation Services
The Pipeline Group (TPG) provides our clients with end-to-end Pipeline Generation services that help B2B tech companies scale pipeline fast and reliably through our SDR-as-a-Service model. We combine superstar SDR talent, purpose-built proprietary technology, industry-leading SDR training, rigorous management & quality control layers, world-class data services, integrations and more to offer all-in-one Pipeline Generation to our clients. TPG has been named in the Inc. 5000 Top Fastest-Growing Privately Held Companies in the US for five consecutive years and we’re growing faster every single year. Our clients work with us because we’ve cracked the formula for creating world-class SDRs and putting up industry leading pipeline generation numbers. No guesswork. Just results.
CULTURE At TPG, performance and accountability are our culture. We thrive on results—driven by excellence, collaboration, and integrity. Our people-first mindset supports not only clients but our teammates. Your wins are our collective wins. Your growth is our mission. Our vision is to be the world’s most effective virtual sales workforce—a place where high-performing remote SDRs, program managers, and operational leaders come together to generate extraordinary ROI.
ABOUT THE ROLE TPG is expanding automation around our call list, contact data enrichment, and operational workflows. You’ll take ownership of automating repeatable processes across Salesforce, Asana, and Google Sheets, and you’ll help evolve an “agentic” automation layer (LangGraph, AutoGen, or equivalent). You’ll work directly with the CTO, who built many of the existing automation tools and expects you to extend, harden, and scale them. This is a hands-on role: shipping reliable automation, instrumenting it, and keeping it running.
WHAT YOU'LL DO
Automation ownership (core)
Convert messy manual work into reliable automations with clear SLAs, retries, idempotency, and auditing.
Maintain and enhance existing automation tools written by the CTO; refactor aggressively when needed.
Systems integration
Build and maintain integrations with Salesforce (objects, workflows, validations, bulk operations, API limits, sandbox vs prod differences).
Build and maintain integrations with Google Sheets (operational surface, staging area, reporting output).
Work with APIs, webhooks, batch jobs, and scheduled runs.
Agentic automation (required)
Design and implement agentic workflows using LangGraph, AutoGen, or equivalent: multi-step reasoning with guardrails; confidence scoring and fallbacks.
Make agent behavior observable and safe: logging, traces, prompt/version control, controlled tool access.
Create data validation and quality checks (dedupe, normalization, phone/email verification policies, record aging).
Build SQL-based analysis and reporting in SQL Server: trending, bucketing, cohorting, operational dashboards.
Reliability & security
Monitoring/alerts, runbooks, change control, security controls, endpoint protection.
SUCCESS 30 days
Run existing automations independently and explain architecture.
Ship 1–2 meaningful improvements (stability, performance, or observability).
Implement a logging/auditing baseline (who/what/when/inputs/outputs).
60 days
Own backlog and cadence for automation changes.
Ship at least one end-to-end “manual → automated” workflow with clear QA checks.
Demonstrate reliable integrations for Salesforce + Asana + Sheets.
90 days
Automation runs measurable and predictable (SLAs, failure rate targets, retry strategy).
Agentic workflows controlled and safe (tool allowlists, bounded actions, deterministic steps).
Operate production automation with minimal CTO involvement.
REQUIRED SKILLS (intermediate to advanced)
Salesforce (admin and/or dev workflow knowledge + API usage)
Agentic AI frameworks: LangGraph, AutoGen, or equivalent
Programming: C#, Python, Node.js
Desktop automation UI exposure: Tkinter experience (or ability to maintain Tkinter apps)
Cursor IDE: must be comfortable and productive in Cursor
DESIRED SKILLS
Machine learning fundamentals (classification, scoring, evaluation, drift awareness)
Experience with call/contact data domains (phone types, dedupe, compliance considerations)
Familiarity with observability (structured logging, traces, metrics)
WORKING STYLE
Self-starter, “find the problem and fix it” mentality.
Clear written communication and documentation habits.
Comfortable pairing with CTO, taking rough prototypes to production-grade systems.
Bias toward operational reliability, not just demos.
Contract, Contract to Perm or Permanent considered.
Remote; Eastern US timezone overlap is a plus.
BYOM acceptable; must use company supplied security tools: BigFix, Carbon Black.
MINIMUM EDUCATION/EXPERIENCE REQUIREMENTS At least 2 years of university (degree not required) AND practical experience in the required skills above.
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CULTURE At TPG, performance and accountability are our culture. We thrive on results—driven by excellence, collaboration, and integrity. Our people-first mindset supports not only clients but our teammates. Your wins are our collective wins. Your growth is our mission. Our vision is to be the world’s most effective virtual sales workforce—a place where high-performing remote SDRs, program managers, and operational leaders come together to generate extraordinary ROI.
ABOUT THE ROLE TPG is expanding automation around our call list, contact data enrichment, and operational workflows. You’ll take ownership of automating repeatable processes across Salesforce, Asana, and Google Sheets, and you’ll help evolve an “agentic” automation layer (LangGraph, AutoGen, or equivalent). You’ll work directly with the CTO, who built many of the existing automation tools and expects you to extend, harden, and scale them. This is a hands-on role: shipping reliable automation, instrumenting it, and keeping it running.
WHAT YOU'LL DO
Automation ownership (core)
Convert messy manual work into reliable automations with clear SLAs, retries, idempotency, and auditing.
Maintain and enhance existing automation tools written by the CTO; refactor aggressively when needed.
Systems integration
Build and maintain integrations with Salesforce (objects, workflows, validations, bulk operations, API limits, sandbox vs prod differences).
Build and maintain integrations with Google Sheets (operational surface, staging area, reporting output).
Work with APIs, webhooks, batch jobs, and scheduled runs.
Agentic automation (required)
Design and implement agentic workflows using LangGraph, AutoGen, or equivalent: multi-step reasoning with guardrails; confidence scoring and fallbacks.
Make agent behavior observable and safe: logging, traces, prompt/version control, controlled tool access.
Create data validation and quality checks (dedupe, normalization, phone/email verification policies, record aging).
Build SQL-based analysis and reporting in SQL Server: trending, bucketing, cohorting, operational dashboards.
Reliability & security
Monitoring/alerts, runbooks, change control, security controls, endpoint protection.
SUCCESS 30 days
Run existing automations independently and explain architecture.
Ship 1–2 meaningful improvements (stability, performance, or observability).
Implement a logging/auditing baseline (who/what/when/inputs/outputs).
60 days
Own backlog and cadence for automation changes.
Ship at least one end-to-end “manual → automated” workflow with clear QA checks.
Demonstrate reliable integrations for Salesforce + Asana + Sheets.
90 days
Automation runs measurable and predictable (SLAs, failure rate targets, retry strategy).
Agentic workflows controlled and safe (tool allowlists, bounded actions, deterministic steps).
Operate production automation with minimal CTO involvement.
REQUIRED SKILLS (intermediate to advanced)
Salesforce (admin and/or dev workflow knowledge + API usage)
Agentic AI frameworks: LangGraph, AutoGen, or equivalent
Programming: C#, Python, Node.js
Desktop automation UI exposure: Tkinter experience (or ability to maintain Tkinter apps)
Cursor IDE: must be comfortable and productive in Cursor
DESIRED SKILLS
Machine learning fundamentals (classification, scoring, evaluation, drift awareness)
Experience with call/contact data domains (phone types, dedupe, compliance considerations)
Familiarity with observability (structured logging, traces, metrics)
WORKING STYLE
Self-starter, “find the problem and fix it” mentality.
Clear written communication and documentation habits.
Comfortable pairing with CTO, taking rough prototypes to production-grade systems.
Bias toward operational reliability, not just demos.
Contract, Contract to Perm or Permanent considered.
Remote; Eastern US timezone overlap is a plus.
BYOM acceptable; must use company supplied security tools: BigFix, Carbon Black.
MINIMUM EDUCATION/EXPERIENCE REQUIREMENTS At least 2 years of university (degree not required) AND practical experience in the required skills above.
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