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  • Fixed price
  • Intermediate
  • Est. budget: $5,000.00

Rebuild a travel agency SaaS platform from a working no-code prototype to Next.js + Supabase. Features include Notion-style CRM, AI proposal builder (Claude API), client portal, commission tracking, Stripe billing, and Duffel flights API. Row-level security required. Fixed price project. Full working prototype provided as reference.

  • Hourly: $15.00 - $95.00
  • Expert
  • Est. time: More than 6 months, 30+ hrs/week

Upwork Job Post AI Automation & Performance Marketing Expert Needed for Premium AI Agency Overview We are looking for a highly experienced AI Automation & Digital Growth Specialist to help scale TUFF AI Agents, a premium AI consulting agency that helps businesses automate operations, generate more qualified leads, improve customer experiences, and increase revenue through artificial intelligence. This is a long-term opportunity for someone who understands both business automation and performance marketing. If you have successfully marketed AI services, SaaS products, CRM platforms, automation agencies, or B2B technology solutions—and can demonstrate measurable results—we'd love to hear from you. --- About TUFF AI Agents TUFF AI Agents builds custom AI solutions for businesses, including: - AI Chatbots - AI Voice Receptionists - AI Sales Agents - CRM Automation - GoHighLevel Systems - Zapier Automation - Marketing Automation - Lead Generation Systems - Appointment Booking - Email & SMS Automation - Workflow Automation - AI Business Consulting Our mission is to help businesses eliminate repetitive work, respond faster, improve efficiency, and grow with intelligent automation. --- What You'll Be Responsible For Paid Advertising Plan, launch, and optimize campaigns across: - Meta (Facebook & Instagram) - Google Ads - YouTube Ads - LinkedIn Ads - TikTok Ads - Performance Max - Display & Remarketing Lead Generation Create campaigns that generate qualified consultations through: - Landing pages - Lead magnets - Booking funnels - Retargeting campaigns - Conversion optimization Social Media Marketing Develop and manage content strategies for: - LinkedIn - Facebook - Instagram - TikTok - YouTube Shorts - X Including: - Educational AI content - Case studies - Short-form videos - Client success stories - AI demonstrations - Thought leadership Funnel Optimization Improve every stage of the customer journey by optimizing: - Landing pages - Calls-to-action - Lead forms - Booking rates - Email follow-up - Sales conversion --- Ideal Candidate We're looking for someone with experience marketing: - AI agencies - Automation agencies - SaaS products - CRM platforms - B2B services - Technology consulting - GoHighLevel agencies - Marketing agencies Bonus points if you've worked with: - OpenAI - GoHighLevel - Zapier - HubSpot - Salesforce - AI chatbots - Voice AI - Automation consulting --- Required Skills - Meta Ads Manager - Google Ads - LinkedIn Ads - TikTok Ads - Google Analytics 4 - Google Tag Manager - Conversion Tracking - Landing Page Optimization - Funnel Strategy - Email Marketing - CRM Marketing - Copywriting - Video Ad Strategy - A/B Testing --- Success Metrics Your success will be measured by: - Qualified consultation bookings - Cost per qualified lead - Landing page conversion rate - Return on ad spend (ROAS) - Organic audience growth - Website traffic quality - Lead-to-client conversion rate --- To Apply Please include: 1. Examples of AI, SaaS, or B2B campaigns you've managed. 2. Case studies with measurable results. 3. Industries you've worked with. 4. Typical monthly ad budgets you've managed. 5. Your recommended launch strategy for an AI automation consulting agency. 6. Links to landing pages, funnels, or campaigns you've built (if available). --- Preferred Qualifications - Experience with GoHighLevel - Experience with Zapier or workflow automation - AI marketing experience - B2B lead generation - CRM implementation knowledge - Funnel building - Strong copywriting skills - Video marketing experience Open to hourly or fixed-price proposals based on experience and proven results. We're looking for a long-term partner who can help grow TUFF AI Agents into a leading AI automation consulting brand. If you have a passion for AI, automation, and high-performance marketing, we'd love to hear how you would approach this project.

Posted 4 days ago
  • Hourly: $80.00 - $100.00
  • Expert
  • Est. time: 1 to 3 months, Less than 30 hrs/week

What we need A specialist who works across traditional SEO, answer engine optimization, and generative engine optimization, and can connect all three to how we run Google Ads. We want someone who builds the strategy and then does the work, so the audit and the implementation come from the same hands rather than getting lost in a handoff. What you'd deliver • An audit of where we currently stand on organic search, including what's working, what's broken, and where the fast wins are • An AEO assessment and the on-page and content changes to win featured snippets and answer boxes, implemented in WordPress • A GEO strategy for getting our brand cited inside AI-generated answers, plus the content and structural work to make it happen • Technical and on-page SEO fixes carried out directly on the site, from metadata and schema to internal linking and page structure • A reworked Google text ad approach informed by what you find in organic and AI search, including keywords, ad copy, and campaign structure • A prioritized roadmap up front, so we agree on sequence and effort before you start building

  • Hourly
  • Intermediate
  • Est. time: More than 6 months, Not sure

We are looking for a creative and resourceful business development specialist to help LaVon Private Luxury identify and build strategic partnerships that connect us with high net worth clientele.. WHO WE ARE LaVon Private Luxury is a bespoke luxury travel firm catering to an elite global clientele. We provide elevated services to private clients who invest $100K+ annually in trave and lifestyle experiences. WHAT WE LOOK FOR We want someone who can think creatively about partnership opportunities we may not have considered. Some key areas we know we want to explore include family offices, private social clubs and memberships, sports and entertainment agencies, and business managers who represent high net worth talent. We're also exploring white label opportunities for our luxury hotel booking portal. Beyond these, we're open to any creative ideas that align with our boutique, elevated service model and put us in front of the right clientele. You will be responsible for identifying potential clients and educating them on the elevated value of partnering with our firm versus direct channels, third-party sites, or credit card travel services. WHAT WE DO NO LOOK FOR AI generated large scale cold calling. This should be based on personal knowledge, network or research. TO APPLY Please answer questions below and In your proposal, please share one creative partnership idea you would pursue for LaVon Private Luxury and why. PLEASE NOTE THAT WE SCAN FOR AI GENERATED RESPONSES AND WILL DECLINE ANY APPLICATION THAT USES IT. We don’t want someone who lacks their own writing creativity because then that translates to how you reach out to potential partners

  • Hourly: $75.00 - $100.00
  • Expert
  • Est. time: More than 6 months, Less than 30 hrs/week

US-Based Growth Marketing Expert for AI SaaS (SEO / AEO Platform) Hourly: $75–150/hour Location: United States Only Commitment: 10–20 hours/week to start (with opportunity to grow into a long-term role) We’re launching an innovative AI-powered SaaS platform that helps SEO agencies, marketers, and website owners manage blog content, SEO, and Answer Engine Optimization (AEO). We’re looking for an experienced US-based Growth Marketing Expert to help launch and scale the platform. This is not a traditional digital marketing role. We’re looking for someone who will act as our Growth Marketing leader—not simply manage ad campaigns. You’ll help shape our go-to-market strategy, customer acquisition engine, and conversion optimization efforts. Responsibilities * Develop and execute our go-to-market strategy * Drive qualified demo requests for our agency platform * Increase free trial signups and paid conversions for our self-service SaaS * Manage and optimize paid advertising (Google Ads, LinkedIn, Meta, Microsoft, Reddit, etc.) * Improve landing page and funnel conversion rates through A/B testing * Build and optimize email nurture and marketing automation campaigns * Monitor and improve KPIs including CAC, CPL, ROAS, trial-to-paid conversion, and MRR growth Requirements * Must be based in the United States * 5+ years of B2B SaaS growth marketing experience * Proven success launching or scaling SaaS products * Strong expertise in Google Ads and performance marketing * Experience with conversion rate optimization (CRO) * Experience with GA4, Google Tag Manager, and HubSpot (or similar CRM) * Experience marketing AI, SEO, MarTech, or agency-focused SaaS is a strong plus We’re Looking For We want someone who thinks like an owner, uses data to make decisions, tests aggressively, and can build a scalable customer acquisition engine. Success in this role will be measured by qualified demo bookings, free trial growth, customer acquisition cost, conversion rates, and recurring revenue growth. This position is for an individual freelancer only. No agencies, white-label firms, or outsourced teams. You must personally perform the work and be available for regular strategy calls during US business hours. To Apply Please answer the following: 1. Describe a B2B SaaS product you’ve helped launch or scale. What was your acquisition strategy, which channels did you use, and what measurable results did you achieve? Please include specific metrics (CAC, CPL, ROAS, trial signups, conversion rates, MRR growth, etc.). 2. What is the largest monthly paid advertising budget you’ve personally managed? Which platforms did you oversee? 3. Have you marketed an AI, SEO, MarTech, or agency-focused SaaS product? If so, please describe your role and the results. 4. Describe one growth experiment or A/B test that produced a meaningful improvement. What did you test, and what was the outcome? 5. Please provide links to your LinkedIn profile, portfolio, case studies, or examples of SaaS products you’ve worked on. 6. Why are you interested in this opportunity, and what makes you a strong fit?

Posted 2 months ago
  • Fixed price
  • Intermediate
  • Est. budget: $3,000.00

Children’s Book Illustrator to Create Engaging, High Quality Illustrations (no AI) We are seeking a talented children’s book illustrator to create warm, engaging, high-quality illustrations in a style similar to "My Mom’s a Builder (Can I Build Too?)". Illustrator must be able to create expressive characters and engaging construction-themed scenes. Must communicate well and meet all deadlines. Book Details Title: Construction Site Adventures Book Size: 8.5” x 8.5” square format Illustration Count: Approximately 44–52 pages of illustrations Project Requirements The illustrator will be responsible for: Full interior illustrations Front cover design Back cover design Storyboard/layout showing text placement with illustrations Technical Specifications: Final artwork must be supplied as layered Adobe Photoshop (.PSD) files Files must be: CMYK color mode 300 dpi resolution Fully layered for print production Front and back covers must include an additional 19mm bleed on all sides Project Timeline: Storyboard Due: 1 - 2 weeks after contract start Preliminary Sketches: 2 - 3 weeks after Storyboard is approved Refined Line Sketches: Due 3 weeks after approval of Preliminary Sketches Final Illustrations: Due 5 weeks Front & Back Covers and Spine: Due 2 weeks after Final Illustrations Completed project due no more than 4 months after start of project. Illustrator to assist with final upload documents for Amazon Kindle and other print shop as needed. This book will require multiple characters. Book author will provide real life photos of characters to mimic as well as construction scenes to mimic. All illustrations will become the property of the author.

  • Fixed price
  • Expert
  • Est. budget: $2,000.00

Description We are building Cardinal Hearts, a Stanford-centered digital wellness and anonymous peer support platform designed to help students navigate romantic relationships--share experiences, seek support, access personalized resources, and foster meaningful reflection in a psychologically safe environment. The platform will be fully accessible across both mobile and desktop devices, with a seamless, intuitive experience on each. We are looking for a talented full-stack developer to build a high-resolution functional MVP/prototype with scalable frontend and backend architecture. This is not a traditional social media platform — the interaction model should feel intentional, supportive, privacy-conscious, and community-centered. --- Core Features Frontend Development We need a modern, clean, responsive application that works seamlessly across: * Mobile devices * Tablets * Desktop/laptop browsers Key features include: * Anonymous posting feed * Post creation flow * Stanford-inspired branding/aesthetic * Tagging/filter system: * “Seeking Advice” * “Just Wanted to Share” * User onboarding/login flow * Saved/bookmarked posts * Ability to “follow/save” posts for later viewing * Personal Diary feature (see below) * Responsive UI optimized for both mobile and desktop --- Community Interaction Features We want engagement to feel emotionally supportive rather than performative social media. Features include: * “I Resonated” reaction button on posts * Anonymous resonance counts visible publicly * Optional sorting/filtering by most resonated posts * Private “This Didn’t Resonate” feedback option (not visible to other users; used only for internal analytics and personalization) * Aggregate engagement signals used to improve content surfacing and recommendations --- Diary Feature (Personal Reflection System) Each user will have a **Diary**, which serves as their personal timeline of activity and reflection. Core functionality: * All public posts automatically appear in the user’s Diary, organized by date * Users can also write **private diary entries** that are never shared publicly * Clear distinction between: * Public posts (community-visible + stored in diary) * Private reflections (personal only) Diary capabilities: * Chronological timeline view of all entries * Ability to filter between public and private entries * Optional tagging of entries (e.g., reflection, advice-seeking, personal note) * Centralized place to revisit personal experiences over time --- Mood & Reflection Calendar Feature We also want a reflective mood tracking system inspired by apps like *Natural Cycles*. When users reflect or write in their diary, they can optionally select a **mood using an emoji-based system** (e.g., “Anxious 😟”, “Sad 😔”, “Calm 🙂”, etc.). Core functionality: * Users can attach a mood to each entry (optional) * Mood input should be fast and lightweight (emoji + label selection) Visualization: Users can view their data in: * Daily view (mood + associated entries) * Weekly trends * Monthly calendar or heatmap visualization of mood patterns Purpose: This feature helps users identify emotional patterns over time by connecting: * Mood states * Life events/reflections * Written posts Example: A user may notice repeated “anxious” moods on days involving a specific relationship dynamic, enabling deeper self-awareness and reflection over time. The goal is to support insight, not diagnosis — helping users better understand emotional patterns and triggers. --- Resource Library + Personalized Recommendations We are also building a curated **digital resource library** populated with materials from Stanford’s SHARE (Sexual Harassment/Assault Response & Education) office. Library may include: * Books * Articles * PDFs * Support resources * Educational materials Features: * Admin upload and management system * Categorization/tagging of resources * Personalized recommendations based on: * User posts * Diary entries * Mood data * Tag usage Recommendation system: Can initially be rules-based (no need for full AI at MVP stage) Examples: * Users expressing loneliness may be shown community/support resources * Users seeking relationship advice may receive relevant reading materials Privacy and sensitivity are critical to design. --- Analytics Dashboard (Admin/Internal) We need a basic analytics dashboard including: * Total users * Daily/weekly active users * Posts over time * Most-used tags * Most resonated-with posts * Resource engagement metrics * Repeat visitor tracking Advanced visualization requests: * Calendar view of engagement activity * Heatmap-style visualization for user engagement over time * Trend tracking for usage patterns (daily/weekly/monthly) We are open to recommendations for the best charting libraries/tools. --- Backend Development Requirements * Secure Stanford-only login/authentication * Stanford SSO preferred if feasible * Otherwise .edu-based restriction system * Database architecture and setup * Anonymous posting logic (ensuring privacy separation from identity) * User accounts and diary storage system * Saved posts/bookmarking system * Tag and category management * Moderation/reporting tools (basic MVP) * Scalable backend structure for future expansion --- Preferred Tech Stack Open to recommendations, but currently considering: * React / Next.js * Node.js * Firebase or Supabase * PostgreSQL --- Ideal Candidate * Strong full-stack web development experience * Experience building social or community platforms * Strong UI/UX instincts * Experience with authentication and secure systems * Comfortable building privacy-first products * Strong communication and fast execution mindset * Product/design thinking is a plus Bonus if you have experience with: * Anonymous social platforms * Mental wellness or student-facing products * Recommendation systems * Data visualization dashboards --- Deliverables * Functional high-fidelity MVP/prototype * Clean, documented codebase * GitHub repository handoff * Deployed staging/testing environment --- To Apply Please include: 1. Relevant portfolio/projects 2. Recommended tech stack for this build 3. Estimated timeline 4. Estimated budget range 5. Your approach to: * Anonymous posting architecture * Diary + mood tracking system * Personalized recommendation system 6. Any suggestions or improvements based on your experience We are aiming to move quickly and begin development ASAP.

  • Hourly
  • Expert
  • Est. time: More than 6 months, 30+ hrs/week

We are looking for an experienced cold email and sales specialist to help grow our AI SaaS platform. Our platform helps businesses identify anonymous website visitors and turn them into actionable lead profiles for remarketing and conversion optimization. We need someone highly experienced with both B2B outbound cold email infrastructure and sales follow-up. ## What We Need ### 1. Cold Email Outreach Expert You must already understand and have hands-on experience with: * Cold email infrastructure setup * Domain warming * Inbox deliverability * SMTP/API integrations * Email sequencing platforms * Spam prevention best practices * Lead scraping and targeting * High-performing outreach copywriting * Managing multiple sending domains/accounts * Scaling outbound campaigns safely We are looking for someone with a proven track record of generating signups, demos, and meetings through cold email outreach. ### 2. Free Trial User Follow-Up & Sales Calls Once leads sign up for a free account and trial, we need someone who can: * Call and follow up with trial users * Help onboard users into the platform * Assist with basic setup, including installing tracking scripts on websites * Explain the platform benefits clearly and professionally * Encourage users to upgrade to paid plans * Build trust and long-term relationships * Answer basic questions confidently We provide: * Sales scripts * Training * Product demos * CRM access * Signup workflows We also have API-based onboarding forms that can automatically send login credentials to users who reply to campaigns. ## Ideal Candidate You should: * Speak fluent, professional English * Be confident on phone calls and Zoom meetings * Understand SaaS sales psychology * Be ethical, professional, and trustworthy * Believe in the product you are selling * Be proactive and performance-driven * Have experience with SaaS sales and customer onboarding ## Bonus Experience * B2B SaaS sales * AI or marketing technology products * CRM automation * GoHighLevel * Lead generation agencies * Sales funnels and remarketing ## Compensation This role starts at: * 40% recurring commission on upgraded accounts for as long as the customer remains active * Performance bonuses for upgraded account milestones (10, 25, 50, 100+ upgraded users) * No income caps Our current free-to-paid upgrade rate is approximately 14% (far above Saas industry average), and while we are still a newer platform, our retention is currently 60%+. This is a real opportunity to grow with a SaaS platform solving a major problem for businesses that rely on their website for revenue. ## When Applying, Please Include: 1. Your cold email experience 2. Tools/platforms you use 3. Results or case studies 4. Experience with phone sales 5. Your availability and timezone We are looking for a long-term relationship with someone who genuinely wants to earn life-changing income helping us scale.

  • Hourly: $20.00 - $60.00
  • Expert
  • Est. time: More than 6 months, 30+ hrs/week

We're hiring a senior AI developer to build and deploy AI solutions for a fintech/credit-union platform. The work spans autonomous banking agents, fraud detection, credit scoring, and bill-pay/invoice automation — at the intersection of LLMs, cloud infrastructure, and financial-domain expertise, with security and compliance built in from the start. This is a long-term, ongoing engagement. What you'll do: AI agents & orchestration - Design, build, and deploy multi-agent systems using Amazon Bedrock Agents, LangChain, and related frameworks - Architect agentic workflows for core banking use cases: credit scoring, fraud detection, bill-pay automation, invoice management - Define agent personas, memory strategies, tool-use patterns, and escalation paths for production banking agents LLM engineering - Fine-tune, prompt-engineer, and evaluate LLMs for financial-domain tasks - Build RAG pipelines over credit-union knowledge bases, policy docs, and member data - Implement guardrails, content filtering, and compliance checks for safe, regulated outputs - Monitor performance, hallucination rates, and latency against SLAs Cloud infrastructure (AWS & Azure) - Architect and manage AI/ML workloads on AWS (Bedrock, SageMaker, Lambda, S3, IAM, VPC) and Azure (OpenAI Service, Azure ML, AKS) - Design secure, cost-optimized environments compliant with NCUA, PCI-DSS, and SOC 2 - Implement infrastructure-as-code with Terraform or AWS CDK DevOps & MLOps - Build and maintain CI/CD pipelines (GitHub Actions, Jenkins, CodePipeline, Azure DevOps) - Containerize services with Docker, orchestrate with Kubernetes (EKS/AKS) - Apply MLOps best practices: model versioning, A/B testing, canary deployments, automated rollback - Stand up observability with logging, tracing, and alerting Python development - Write clean, well-tested Python for AI pipelines, REST APIs, and data workflows - Build FastAPI/Flask microservices exposing agent capabilities to frontend and core banking systems - Integrate with financial data sources, core banking APIs, and third-party fintech services Banking applications - Build credit-scoring models using alternative data and explainable AI (XAI) - Develop real-time fraud detection with behavioral analytics, anomaly detection, and auto-decisioning - Create conversational agents for bill pay, account management, and member self-service - Automate invoice workflows: extraction, classification, approval routing, reconciliation - Partner with compliance/risk to keep AI decisions auditable, fair, and regulatory-compliant What you should have: - 5+ years software engineering; 3+ years in AI/ML or LLM engineering - 2+ years building AI for banking, credit unions, or financial services - Hands-on experience with Amazon Bedrock, LangChain, Python, AWS, and infrastructure-as-code - Working knowledge of NCUA, PCI-DSS, SOC 2, GLBA, and Fair Lending requirements - Bachelor's or Master's in Computer Science, Software Engineering, Data Science, or related field Nice to have: - AWS or Azure AI/ML certifications - Open-source LLM experience (Llama, Mistral, Phi) and self-hosted inference (vLLM, Ollama) - Vector databases (Pinecone, OpenSearch, pgvector) - Graph-based fraud networks and graph ML - AI governance / responsible AI framework experience - Prior work at a credit union, community bank, or fintech lending platform To apply, please share: - Your resume highlighting AI and banking project experience - A brief note on your most impactful AI agent or LLM project in a financial-services context - Links to GitHub, portfolio, or published papers (optional but encouraged)

  • Hourly: $90.00 - $110.00
  • Expert
  • Est. time: More than 6 months, 30+ hrs/week

DESCRIPTION We're a small applied AI lab running a live, production-track AI product for an institutional financial services client. The work is technical, fast-moving, and high-stakes. We need to fill a critical infrastructure role with someone senior, collaborative, and genuinely excited about building in the current AI tooling ecosystem. THE ROLE You'll own the data infrastructure layer for an AI-powered intelligence platform built on the Microsoft Azure ecosystem. This is a hands-on engineering position — you're responsible for designing, building, and maintaining the pipelines that feed a live AI scoring engine. The environment is agentic. Data moves from 15+ heterogeneous external sources (APIs, PDFs, regulatory filings, web) through Bronze, Silver, and Gold layers into a scoring and inference system. The hard problems are extraction quality, schema normalization, pipeline reliability, and getting the right data to the scoring engine in the right shape. You'll work directly with the technical lead and engagement lead. No layers. Fast decisions. WHAT YOU'LL OWN + Data pipeline architecture and delivery across Bronze (raw ingestion), Silver (normalization, NLP extraction, entity resolution), and Gold (unified output, scoring-ready) layers + Microsoft Fabric lakehouse implementation — OneLake, Data Pipelines, Dataflows Gen2, Warehouse, and downstream system integration + Microsoft Foundry (formerly Azure AI Studio) — agent orchestration, prompt pipelines, and AI model integration within a secure Azure tenancy + Azure Data Factory orchestration for structured source ingestion +Salesforce integration via Snowflake native connector — field mapping, custom object schemas, sync reliability Extraction pipelines for unstructured sources (PDFs, regulatory filings, web content), coordinating with Azure OpenAI-based extraction agents +Data governance and security posture — all data stays within the client's Azure tenancy; data residency is non-negotiable REQUIRED: Technical Skills + Microsoft Fabric — production experience, not sandbox. You should be able to speak to Lakehouse vs. Warehouse tradeoffs, OneLake architecture, and real pipeline implementation. Microsoft Foundry / Azure AI Studio — hands-on with agent deployments, prompt flow, model endpoints, and Azure OpenAI integration within an enterprise Azure tenancy + Azure Data Factory — pipeline authoring, trigger management, connector configuration, monitoring +Snowflake — Gold layer data warehousing, schema design, query optimization, native connector usage (specifically Salesforce) + Python — data engineering contexts: pandas, PySpark, API clients, extraction scripts + SQL — complex joins, window functions, schema design; SQL Server preferred + Azure Blob Storage / ADLS Gen2 — Parquet/Delta format, access control, lifecycle management REQUIRED: AI-Augmented Development This is a hard requirement. You should be actively using AI coding tools to multiply your output — fluency with Claude Code, Cursor, and OpenAI Codex as part of your daily development workflow. If these aren't already in your stack, this isn't the right fit. We hire for multiplied output, not raw hours. REQUIRED: Demonstrable Work We don't evaluate resumes alone. Bring something — a GitHub repo, a deployed pipeline, an architecture document you authored, a case study with real numbers. We should be able to look at your work and understand what you built, what decisions you made, and why. Work under NDA is fine if you can describe it in enough detail to convey complexity and ownership. ATTITUDE & WORK STYLE Comfortable with Agile Scrum and its accompanying ceremonies. You raise issues early and help solve them. You communicate tradeoffs clearly without over-explaining. You're comfortable with evolving specs and don't need to win the architecture argument — just build the right thing within the approved stack. We're a small, senior team with low friction and direct communication. That's the environment; it works if you work with it. THE STACK The client environment has specific technology approvals. Production work runs on Azure OpenAI (client-hosted), Microsoft Fabric, Microsoft Foundry, Snowflake, Azure Data Factory, ADLS Gen2, Salesforce via Snowflake native connector, and SQL Server. LangChain, DeepSeek, and the external Claude API are not approved for this environment. NICE TO HAVES Experience with financial services or institutional investment data (SEC EDGAR, public pension filings, regulatory documents), familiarity with InvestorFlow or Salesforce Financial Services Cloud, unstructured document extraction at scale, or Azure Purview.

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