WRS Health

QA Automation Engineer

• Design, develop, and deploy AI-powered applications, workflows, and automation solutions using LLMs and related AI technologies.
• Build and maintain integrations between HubSpot, CRM platforms, EHR systems, business applications, and third-party tools using APIs and middleware solutions.
• Develop, test, and optimize prompts, workflows, and AI agents to improve response accuracy, efficiency, and user experience.
• Configure and optimize HubSpot Marketing, Finance, Sales, Service, and CMS hubs, including workflows, reporting, data management, and automation.
• Collaborate with marketing, finance, sales, customer service, and product teams to identify automation opportunities and translate requirements into scalable technical solutions.
• Create dashboards, reports, and data models to monitor performance, measure KPIs, and generate actionable insights.
• Conduct end-to-end testing, troubleshooting, and performance monitoring of AI and integration solutions.
• Maintain data quality, governance, security, and documentation across integrated systems.
• Evaluate emerging AI technologies, integration tools, and automation best practices, recommending improvements where appropriate.
• Provide technical guidance and training to internal teams on AI, automation, and HubSpot capabilities.

AI Solutions Engineer – Sales, Automation

Sales Engineer

• Design and build an agentic AI sales pipeline capable of autonomous lead qualification, nurturing, and opportunity management.
• Develop AI agents that collaborate to perform tasks such as lead research, prospect scoring, personalized outreach, follow-up automation, meeting preparation, proposal generation, and CRM updates.
• Engineer integrations between HubSpot (or similar CRM), AI services, marketing platforms, and internal systems.
• Build workflows utilizing modern orchestration frameworks and multi-agent architectures.
• Design prompt engineering strategies and evaluation pipelines for production AI systems.
• Implement cloud-native AI infrastructure using AWS.
• Develop dashboards and analytics that measure funnel performance, AI effectiveness, conversion rates, and revenue attribution.
• Work closely with Sales, Marketing, Product, and Executive leadership to optimize the entire revenue lifecycle.
• Evaluate and integrate emerging AI technologies into the sales organization.
• Continuously improve AI agents through experimentation, A/B testing, and performance monitoring.

Sales Engineer – AI & Agentic Sales Systems

Automation Engineer, Hubspot, AI Experience

Financial Planning and Analysis

• Support the Director of Finance in overseeing the organization's global accounting operations.
• Ensure the integrity of financial reporting, managing global payroll operations, overseeing client invoicing processes, and handling day-to-day accounting activities.
• Play a critical role in maintaining compliance, optimizing financial processes, improving internal accounting procedures, and providing strategic insights to support business growth.
• Partner with the Director of Finance to oversee global accounting operations and ensure accurate, timely, and GAAP-compliant financial reporting.
• Lead the monthly, quarterly, and annual close processes, including general ledger management, account reconciliations, and financial statement preparation.
• Maintain and strengthen accounting policies, procedures, and internal controls to ensure compliance and mitigate risk.
• Analyze financial results and provide insights to support business and executive decision-making.
• Oversee global payroll operations, ensuring timely and accurate payments to employees and contractors across multiple jurisdictions.
• Manage and optimize payroll platforms, including Bitwage, Wise, Deel, and Payoneer.
• Ensure compliance with international payroll regulations, tax requirements, and applicable labor laws.
• Oversee end-to-end client invoicing, revenue tracking, collections, and revenue recognition processes.
• Develop and enhance scalable billing and revenue processes aligned with business growth.
• Partner with Sales and Operations teams to ensure alignment between contracts, CRM data, invoicing, and revenue reporting.
• Monitor cash flow related to payroll, vendor payments, and receivables to support financial stability.
• Evaluate and optimize financial systems, workflows, and automation to improve efficiency, scalability, and accuracy.
• Collaborate cross-functionally to drive process improvements, strengthen controls, and support organizational growth.
• Provide financial analysis, reporting, and strategic recommendations to support leadership and key business initiatives.

Senior Accounting and Finance Officer

Customer Success Manager

• Design, build, and optimize AI-driven marketing and sales workflows within HubSpot CRM
• Develop autonomous AI agents and chains of agents to automate customer engagement, lead qualification, follow-up, and internal sales operations
• Architect CRM automation that improves efficiency across the entire customer lifecycle
• Analyze customer and marketing data to uncover insights that improve campaign performance and sales conversion
• Collaborate with Marketing, Sales, Product, and Executive teams to implement data-driven growth strategies
• Design and maintain CRM data models, integrations, and reporting dashboards
• Build predictive models and AI solutions that improve lead scoring, segmentation, and customer retention
• Evaluate and implement emerging AI technologies that enhance CRM capabilities
• Ensure CRM data integrity, governance, and best practices
• Monitor automation performance and continuously optimize AI workflows

CRM Engineer

Accountant

• Partner closely with the Head of Finance to oversee all accounting functions and financial operations across the organization.
• Ensure the accuracy and integrity of financial statements, reports, and internal controls.
• Oversee global payroll operations, ensuring timely and accurate payments to employees and contractors across multiple regions.
• Manage and optimize payroll platforms including Bitwage, Wise, Deel, and Payoneer.
• Ensure compliance with international payroll regulations, and tax requirements.
• Oversee end-to-end client invoicing processes, including billing accuracy, collections, and revenue tracking.
• Develop and implement scalable invoicing and revenue recognition processes aligned with business operations.
• Manage cash flow related to payroll, vendor payments, and receivables to maintain financial stability.
• Establish and enforce accounting policies, procedures, and internal controls in compliance with GAAP and regulatory standards.
• Lead the monthly, quarterly, and annual close processes, ensuring timely and accurate reporting.
• Collaborate with cross-functional teams (HR, Operations, Sales) to align payroll, invoicing, and financial reporting.
• Monitor and improve financial systems, workflows, and automation to enhance efficiency and accuracy.
• Provide financial insights and reporting to support executive decision-making.

Senior Accountant

• Support the Director of Finance in overseeing the organization's global accounting operations.
• Ensure the integrity of financial reporting and manage global payroll operations.
• Oversee client invoicing processes and handle day-to-day accounting activities.
• Play a critical role in maintaining compliance, optimizing financial processes, improving internal accounting procedures, and providing strategic insights to support business growth.
• Partner with the Director of Finance to oversee global accounting operations and ensure accurate, timely, and GAAP-compliant financial reporting.
• Lead the monthly, quarterly, and annual close processes, including general ledger management, account reconciliations, and financial statement preparation.
• Maintain and strengthen accounting policies, procedures, and internal controls to ensure compliance and mitigate risk.
• Analyze financial results and provide insights to support business and executive decision-making.
• Oversee global payroll operations, ensuring timely and accurate payments to employees and contractors across multiple jurisdictions.
• Manage and optimize payroll platforms, including Bitwage, Wise, Deel, and Payoneer.
• Ensure compliance with international payroll regulations, tax requirements, and applicable labor laws.
• Oversee end-to-end client invoicing, revenue tracking, collections, and revenue recognition processes.
• Develop and enhance scalable billing and revenue processes aligned with business growth.
• Partner with Sales and Operations teams to ensure alignment between contracts, CRM data, invoicing, and revenue reporting.
• Monitor cash flow related to payroll, vendor payments, and receivables to support financial stability.
• Evaluate and optimize financial systems, workflows, and automation to improve efficiency, scalability, and accuracy.
• Collaborate cross-functionally to drive process improvements, strengthen controls, and support organizational growth.
• Provide financial analysis, reporting, and strategic recommendations to support leadership and key business initiatives.

Senior Accounting & Finance Officer

AI Engineer

AI Engineer – Hubspot, Integrations

Technical Project Manager

• Act as the primary contact for major system issues and product-related inquiries.
• Gather and document requirements from clients and internal stakeholders.
• Manage and prioritize the product backlog, ensuring readiness for development.
• Lead Agile ceremonies including sprint planning, sprint reviews, and other team meetings.
• Collaborate closely with developers and QA to ensure product quality, accurate implementation, and smooth releases.
• Communicate the value of new features to internal teams and clients.
• Oversee and mentor the Product Owner team, including goal-setting, project assignments, and performance evaluations.
• Maintain internal tools such as developer PTO and assignment trackers.
• Handle system certification processes (e.g., ONC, Surescripts, MDToolbox/DEA).
• Ensure ongoing compliance with healthcare regulations and industry standards.
• Manage structure and productivity of the manual testing team.
• Align testing timelines with product delivery schedules.
• Direct MIPS Services in line with financial and strategic objectives.
• Ensure regulatory compliance and manage escalations.
• Coordinate with Reg-ent and leadership, deliver financial reporting, and train new staff on MIPS-related tasks.