Intelligent Automation Engineer

SUMMARY

The Intelligent Automation Engineer is a hands-on individual

contributor responsible for the full lifecycle of document intelligence and AI

solutions. The role discovers client needs, recommends practical approaches,

configures and integrates platforms, supports production environments, and

improves solution performance and supportability. The engineer works directly

with clients, vendors, sales, presales, project management, delivery, and

support teams. The role supports all document intelligence and AI platforms

offered by the company. Current primary platforms are Info Input and PSIcapture.

The technology portfolio may evolve as business and clients need change.

JOB

RESPONSIBILITIES

• Conduct presales discovery on document types,

  volumes, business processes, integrations, and security requirements, and

  translate findings into end-to-end solution designs, requirements, acceptance

  criteria, estimates, implementation plans, and statement of work input

• Conduct presales discovery on document types,

  volumes, business processes, integrations, and security requirements, and

  translate findings into end-to-end solution designs, requirements, acceptance

  criteria, estimates, implementation plans, and statement of work input.

• Deliver product demonstrations and proofs of

  concept that validate technical feasibility, business value, and fit against

  the client’s current and future state.

• Communicate options, tradeoffs, risks,

  dependencies, and recommendations to business and technical audiences, and

  recommend approaches for classification, extraction, validation, workflow

  automation, content governance, human review, and future-state modernization.

• Implement, administer, and optimize the Document

  Intelligence and AI platforms Marco offers, including additional or successor

  platforms as the portfolio evolves.

• Configure document classes, capture workflows,

  extraction profiles, recognition settings, confidence thresholds, validation

  rules, exception handling, routing, exports, and processing queues.

• Use approved optical character recognition,

  artificial intelligence, and generative artificial intelligence technologies to

  support document classification, extraction, summarization, metadata

  enrichment, comparison, validation, and knowledge retrieval.

• Build secure integrations with enterprise

  content management, Microsoft 365, collaboration, enterprise resource planning,

  customer relationship management, and database systems using approved

  integration methods.

• Extend solutions through supported scripting,

  interface, and reusable component options when platform configuration cannot

  meet the requirement, and direct substantial custom software development to

  appropriate specialist resources.

• Plan and execute upgrades, migrations,

  environment assessments, production cutovers, testing, parallel validation,

  post go-live stabilization, and transition to support.

• Optimize solutions for accuracy, throughput,

  reliability, traceability, maintainability, exception handling, security, and

  supportability.

• Apply responsible artificial intelligence,

  privacy, security, auditability, confidence scoring, human validation,

  monitoring, lifecycle management, and cost awareness to all delivered

  solutions.

• Own advanced support tickets across the full

  installed customer base, including unfamiliar, legacy, client-specific, and

  vendor-implemented environments.

• Resolve issues spanning capture, optical

  character recognition, artificial intelligence, workflow, infrastructure,

  authentication, data quality, performance, and integration.

• Perform root cause analysis, own incident and

  escalation management, coordinate vendor escalations, communicate status and

  resolution to customers, and drive prevention of recurring issues.

• Serve as a trusted technical advisor through

  discovery sessions, architecture discussions, workshops, and production

  readiness reviews.

• Provide technical guidance to sales, presales,

  project management, delivery, support, and vendor teams, mentor team members,

  and contribute to technical standards and best practices.

• Produce solution designs, configuration

  workbooks, test plans, deployment guides, support procedures, operational

  runbooks, knowledge articles, and client-specific configuration documentation.

• Deliver client and internal training and

  knowledge transfer, and build reusable templates, accelerators, standards,

  estimation tools, and delivery patterns that improve consistency and speed

  across engagements.

• Maintain current technical expertise across the

  supported platforms, including any required certifications, and monitor

  emerging tools, frameworks, and best practices.

• Attend required company and departmental

  meetings.

• Act in accordance with Marco policies and

  procedures as set forth in the Employee Handbook.

• Perform other related duties as assigned.

QUALIFICATIONS

• Associate or Bachelor’s degree in Computer

  Science, Information Technology, Information Systems, Business Systems, or a

  related field preferred, or an equivalent combination of education,

  certifications, and hands-on technical experience.

• Preferred experience includes client-facing

  design, configuration, implementation, integration, testing, deployment,

  production transition, and advanced support of document capture, intelligent

  document processing, enterprise content management, workflow automation, or

  AI-enabled business solutions.

JOB REQUIREMENTS

• Working knowledge of document classification, extraction,

  confidence thresholds, validation, exception handling, workflow, export, and

  document lifecycle management.

• Working knowledge of generative artificial intelligence,

  language models, prompt design, retrieval augmented generation, and

  human-in-the-loop validation.

• Experience with representational state transfer application

  programming interfaces, web services, software development kits, SQL,

  databases, scripting, and file exchange.

• Preferred: hands-on experience with Info Input or

  PSIcapture, or with comparable document capture and intelligent document

  processing platforms such as Tungsten/Kofax, Kodak Alaris, or ABBYY.

• Preferred: experience with M-Files or a comparable

  enterprise content management platform, and with Microsoft Power Platform.

• Preferred: experience with Azure AI Document Intelligence,

  Azure AI services, Azure OpenAI, Azure AI Search, private or local language

  models, vector databases, enterprise search, and artificial intelligence

  orchestration frameworks.

• Preferred: experience with Python, C#, JavaScript or

  TypeScript, PowerShell, or Java, along with source control, DevOps, release

  management, automated testing, monitoring, and secure configuration management.

• Strong troubleshooting and analytical skills, including root

  cause analysis across complex, multi-vendor, and unfamiliar client

  environments.

• Strong communication and facilitation skills, with the

  ability to explain technical options, tradeoffs, and risks to both business and

  technical audiences.

• Strong documentation and organizational skills, with the

  ability to manage multiple concurrent client engagements and competing

  priorities.

• Strong client-service orientation, with the ability to work

  independently, exercise sound judgment, and escalate matters requiring business

  direction.

JOB QUALIFICATIONS

• Should be willing to accept a long-term work-from-home arrangement.
• Should be amenable to a permanent night shift schedule.