Intelligent Systems

At Paystand, we're not just another fintech company—we're trailblazers in decentralized finance (DeFi), transforming how businesses manage their finances. With thriving hubs in Scotts Valley, South San Francisco, Austin, Minneapolis, Mexico City, Hermosillo, and Guadalajara, we're leading a global revolution in financial systems. Recognized on the Inc. 5000 list for five consecutive years, we're among the fastest-growing companies reshaping the future of finance.**Our Expanding Ecosystem**: Paystand isn't just a company—it's a growing global network. With the strategic acquisitions of Teampay, a leader in spend management, and Yaydoo, a top AR and AP platform in Latin America, we're building an expansive ecosystem designed to revolutionize financial operations and fuel business growth worldwide.**Why Paystand?****What We Do**: By harnessing the power of blockchain technology, we digitize receivables, automate financial processes, reduce time-to-cash, lower transaction costs, and unlock new revenue streams for businesses.**Why We Do It**: We're driven by a mission to revolutionize digital payments and decentralize finance, creating a more open, inclusive, and transparent financial ecosystem, starting with B2B payments.**How We Do It**: As change-makers in the DeFi movement, we don't just follow trends—we set them. If you're passionate about shaping the future of fintech and eager to redefine what financial technology should look like, Paystand is the place where you can make a significant impact.**Join Us**: Be part of something bigger. Join Paystand and help us lead the financial revolution.We are seeking an **Intelligent Systems & Automation Manager** to design and implement cutting-edge systems that transform how we leverage data and automation to drive customer success and business efficiency. Reporting directly to the VP of Customer Experience, this role is strategically positioned to influence critical initiatives and drive innovation.Starting with Customer Success, this role will build intelligent automation engines that integrate data, trigger real-time workflows, and empower teams to act on insights immediately. Over time, these systems will scale to support multiple departments, including Sales, Operations, and Marketing. Additionally, the role will lay the foundation for sophisticated business reporting using tools like Tableau, enabling deeper insights and improved decision-making across the organization.As part of the Customer Experience organization, this role is instrumental in driving a customer-first approach, blending modern automation technologies with data-driven insights to enhance engagement, streamline processes, and improve outcomes.**Key Responsibilities**:System Design & Implementation:- Lead the development of intelligent automation systems using tools like n8n, Totango, HubSpot, and Metabase, as well as AI platforms such as ChatGPT.- Create real-time, trigger-based workflows that connect multiple data sources to enable immediate actions and feedback loops.- Build scalable and modular systems, starting with Customer Success, and expand across other departments as needs evolve.Customer Success Automation:- Work with CS and Ops leadership to develop and implement customer health models to identify churn risks and upsell opportunities.- Enable Customer Success Managers (CSMs) with automated, real-time insights and task assignments to proactively engage customers.- Continuously refine systems through feedback to improve task quality and predictive accuracy.- Design the system as a scalable template to integrate with other functions, enabling real-time workflows and actionable insights across departments such as Sales, Operations, and Marketing.Data Integration & Integrity:- Collaborate with teams to define data needs and ensure robust data collection, accuracy, and governance.- Build unified data frameworks that enable seamless integration across platforms.- Develop comprehensive documentation for data models, workflows, and systems to support knowledge sharing and enable team growth over time.Process Optimization:- Analyze and streamline cross-functional workflows to maximize the impact of automation and insights.- Design intelligent systems that adapt dynamically to changes in business processes and customer needs.- Document processes thoroughly, including creating detailed flowcharts to collaborate with stakeholders, secure buy-in, and serve as templates for system development.Leadership & Collaboration:- Serve as a thought leader in intelligent automation, providing strategic guidance to stakeholders across the organization.- Mentor team members and foster a culture of innovation, collaboration, and continuous improvement.- Partner closely with the Customer Experience organization to ensure all initiatives align with a customer-first vision.**Qualifications**:- 5+ years of experience in business intelligence, data engineering, o