We deliver end-to-end risk and compliance solutions through our software and domain expertise.
The Role
Design, build, and deploy AI agents and multi-step automation workflows for Client Experience. Integrate systems via APIs, partner with stakeholders, ensure governance and security, and track metrics for efficiency and customer outcome improvements.
Summary Generated by Built In
Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day. Our "Win as One" mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction.
In 2026, DFIN was named #1 on the 2026 Top 100 Global Most Loved Workplaces® by Best Practice Institute. We have also been recognized as one of America's Most Loved Workplaces® for five consecutive years and a Built In Best Place to Work for six years, reflecting our continued commitment to supporting employees' total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here.
Summary:
We are looking for a hands-on AI Automation Engineer to help drive AI-enabled transformation across the Client Experience organization. This role will design, build, and scale AI agents and automation solutions that improve customer interactions, increase efficiency, and solve complex business problems.
The ideal candidate enjoys both technical AI development and end-to-end ownership - from identifying opportunities and building solutions to deployment, measurement, and continuous improvement.
Responsibilities:
• Design, build, and deploy AI agents and automation workflows that support Client Experience use cases across Support, Services, and Customer Success
• Develop multi-step automation solutions that integrate with internal systems using APIs and other integration methods
• Partner with stakeholders to identify, prioritize, and execute high-impact AI and automation opportunities.
• Translate business problems into scalable technical solutions that are maintainable and aligned with enterprise architecture
• Work closely with Product, Engineering, IT, Security, Support, and Services teams to align requirements, timelines, approvals, and delivery.
• Support responsible AI deployment by documenting data flows, access controls, and solution architecture for governance, privacy, and compliance review
• Define and track success metrics such as automation rate, resolution improvement, efficiency gains, and customer outcome improvements.
Qualifications:
Required Qualifications
• 2-5 years of experience in a technical role within the technology industry
• Hands-on experience building, coding, or implementing AI and automation solutions.
• Experience working with APIs and integrating systems in a production environment.
• Strong understanding of how AI can be applied to real-world business use cases.
• Ability to deliver projects from concept through execution while working cross-functionally.
• Strong communication skills with both technical and non-technical stakeholders.
• Experience partnering with IT or Security teams on approvals, governance, or implementation processes.
Preferred Qualifications
• Experience building AI agents, copilots, or workflow automation solutions.
• Familiarity with customer support, customer success, or client experience workflows.
• Experience with AI platforms, LLMs, or automation tools.
• Background in technical project or program management.
• Experience working in regulated or enterprise environments with security requirements.
What Success Looks Like:
Success in this role means AI agents and automation solutions are deployed, adopted, and delivering measurable improvements in efficiency, automation, and customer outcomes. The role will also help build strong partnerships across business and technical teams while maintaining a scalable pipeline of high-impact AI use cases.
It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status.
If you are a qualified individual w ith a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access jobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to [email protected] .
At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from [email protected] . If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via [email protected] (this email is for general TA questions and is not used for updates on your application status). #BI-Remote
In 2026, DFIN was named #1 on the 2026 Top 100 Global Most Loved Workplaces® by Best Practice Institute. We have also been recognized as one of America's Most Loved Workplaces® for five consecutive years and a Built In Best Place to Work for six years, reflecting our continued commitment to supporting employees' total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here.
Summary:
We are looking for a hands-on AI Automation Engineer to help drive AI-enabled transformation across the Client Experience organization. This role will design, build, and scale AI agents and automation solutions that improve customer interactions, increase efficiency, and solve complex business problems.
The ideal candidate enjoys both technical AI development and end-to-end ownership - from identifying opportunities and building solutions to deployment, measurement, and continuous improvement.
Responsibilities:
• Design, build, and deploy AI agents and automation workflows that support Client Experience use cases across Support, Services, and Customer Success
• Develop multi-step automation solutions that integrate with internal systems using APIs and other integration methods
• Partner with stakeholders to identify, prioritize, and execute high-impact AI and automation opportunities.
• Translate business problems into scalable technical solutions that are maintainable and aligned with enterprise architecture
• Work closely with Product, Engineering, IT, Security, Support, and Services teams to align requirements, timelines, approvals, and delivery.
• Support responsible AI deployment by documenting data flows, access controls, and solution architecture for governance, privacy, and compliance review
• Define and track success metrics such as automation rate, resolution improvement, efficiency gains, and customer outcome improvements.
Qualifications:
Required Qualifications
• 2-5 years of experience in a technical role within the technology industry
• Hands-on experience building, coding, or implementing AI and automation solutions.
• Experience working with APIs and integrating systems in a production environment.
• Strong understanding of how AI can be applied to real-world business use cases.
• Ability to deliver projects from concept through execution while working cross-functionally.
• Strong communication skills with both technical and non-technical stakeholders.
• Experience partnering with IT or Security teams on approvals, governance, or implementation processes.
Preferred Qualifications
• Experience building AI agents, copilots, or workflow automation solutions.
• Familiarity with customer support, customer success, or client experience workflows.
• Experience with AI platforms, LLMs, or automation tools.
• Background in technical project or program management.
• Experience working in regulated or enterprise environments with security requirements.
What Success Looks Like:
Success in this role means AI agents and automation solutions are deployed, adopted, and delivering measurable improvements in efficiency, automation, and customer outcomes. The role will also help build strong partnerships across business and technical teams while maintaining a scalable pipeline of high-impact AI use cases.
It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status.
If you are a qualified individual w ith a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access jobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to [email protected] .
At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from [email protected] . If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via [email protected] (this email is for general TA questions and is not used for updates on your application status). #BI-Remote
Skills Required
- 2-5 years of experience in a technical role within the technology industry
- Hands-on experience building, coding, or implementing AI and automation solutions
- Experience working with APIs and integrating systems in a production environment
- Strong understanding of how AI can be applied to real-world business use cases
- Ability to deliver projects from concept through execution while working cross-functionally
- Strong communication skills with both technical and non-technical stakeholders
- Experience partnering with IT or Security teams on approvals, governance, or implementation processes
- Experience building AI agents, copilots, or workflow automation solutions
- Familiarity with customer support, customer success, or client experience workflows
- Experience with AI platforms, LLMs, or automation tools
- Background in technical project or program management
- Experience working in regulated or enterprise environments with security requirements
What the Team is Saying
Stephen
Global Head of Engineering
James Menke
Manager - Site Reliability Engineering
Dan Leib
President and CEO
Chris Tanger
Senior Software Architect
Dan Leib
President and CEO
Dan Leib
President and CEO
DFIN Compensation & Benefits Highlights
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Flexible Benefits — Many teams operate with remote or “fully flex” arrangements, and some roles use flexible or “unlimited” PTO. The core package also includes lifestyle perks like employee discounts and optional legal/ID protection.
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Parental & Family Support — Paid parental leave for both parents (e.g., 6 weeks fully paid) is offered alongside adoption assistance, FMLA, and a post‑leave return‑to‑work program. These provisions extend support beyond standard parental leave.
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Retirement Support — A 401(k)/Savings Plan with employer matching is available through Empower, complemented by an ESPP and opportunities for equity. This mix creates multiple pathways for long‑term savings and ownership.
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The Company
What We Do
DFIN is a leading global risk and compliance solutions company. We provide domain expertise, software and data analytics for every stage of our clients’ business and investment lifecycles. Markets fluctuate, regulations evolve, technology advances, and through it all, DFIN delivers confidence with the right solutions in moments that matter.
Why Work With Us
DFIN is shaping global markets and is an environment where you can bring your whole self to work and do your best work every day. We are a values-based culture in which you can build a rewarding career.
Gallery
DFIN Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We operate in a fully flexible work environment. Our employees can continue to work remotely, our offices remain open and available for collaboration.
Typical time on-site:
Flexible
Chicago, IL
Located in the heart of downtown Chicago’s financial district, we are steps from all Metra stations, good eats and entertainment.
