Systems & Automation Lead
Internal title: Lead Customer Account Specialist. At Transactly since Sep 2020.
I own the internal systems layer: the workflow logic, the integrations between it and everything else, and the reporting that has to make the result legible to people who were not in the room. Roughly sixty active project directories, two-thirds of them touched in the last month — a maintained estate rather than a pile of scripts.
- Scope and deploy technical workflows across customer success, onboarding and internal operations using SQL, CRM APIs and multi-department tooling.
- Built and maintain SQL-backed reporting for subscription logic and billing reconciliation.
- Lead employee onboarding and offboarding workflows tied to access control and system provisioning.
- Design and implement CRM automations across customer success, sales and partnerships.
- Support internal infrastructure through custom workflow development and scripting — ingestion services and scheduled jobs on managed cloud infrastructure, warehouse-backed reporting behind access control, and operational microservices. Python-dominant, TypeScript for user-facing work, around 140 test files across the estate.
- Built an LLM-assisted compliance service: it transcribes calls and scores them against a rubric, deterministic checks first and human review after, with the model never given the last word.