Zendesk AI & Automation Specialist (Advanced AI Agents / Copilot)

Posted Yesterday
Hiring Remotely in United States
Remote or Hybrid
Mid level
Fintech • Software
We deliver end-to-end risk and compliance solutions through our software and domain expertise.
The Role
Design and deploy Zendesk Advanced AI Agents and Copilot to deflect support tickets and automate L0/L1 resolutions. Identify high-impact use cases, build agentic workflows that call external APIs, collaborate with Security/IT and Support Ops on governance and rollout, and track AI impact (deflection, automated resolutions, accuracy) to continuously tune performance.
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're hiring a Zendesk AI specialist to design and deploy Zendesk Advanced AI Agents and Zendesk Copilot capabilities that deflect incoming support tickets and enable automated resolutions end-to-end. You'll identify high-impact use cases, implement agentic workflows, and partner with internal stakeholders (including Security) to scale AI automation safely and measurably.
Responsibilities:
• Own delivery of Zendesk Advanced AI Agents / Zendesk Copilot initiatives from use case → build → test → rollout
• Identify ticket deflection and automated resolution opportunities (L0/L1 style request types) and build a repeatable backlog of AI agents over time.
• Configure and optimize AI experiences across channels (e.g., portal/chat/messaging) with a focus on measurable reduction in inbound volume and faster resolution
• Enable "agentic" workflows that can interact with external systems (via API calls) to complete steps beyond knowledge-only answers.
• Partner with Security / IT on governance: data flow documentation, access controls, risk review, and secure deployment patterns
• Collaborate with Support Ops on intake and prioritization using existing AI intake / workflow patterns and documentation
• Track and report AI impact (deflection rate, automated resolutions, accuracy/quality signals) and continuously tune agent performance.
Qualifications:
Required Qualifications
• 3-5 years experience with Zendesk administration, automation, or platform enablement (or equivalent service tech platform experience).
• Hands-on experience with Zendesk Advanced AI Agents and/or Zendesk Copilot features and functionality.
• Experience identifying and implementing AI use cases for ticket deflection and automated resolution.
• Working knowledge of integrating Zendesk AI/automation with other systems using APIs (or strong understanding of the end-to-end integration process).
• Strong stakeholder communication skills (Support, Product/Eng, IT, Security).
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Preferred Qualifications
• Experience with Zendesk AI rollout constraints/requirements (themes, channel limitations, deployment considerations).
• Familiarity with governance and security review practices for AI-enabled workflows.
• Experience improving Zendesk deployment/change management maturity (sandbox → stage → prod).
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

  • 3-5 years experience with Zendesk administration, automation, or platform enablement (or equivalent service tech platform experience).
  • Hands-on experience with Zendesk Advanced AI Agents and/or Zendesk Copilot features and functionality.
  • Experience identifying and implementing AI use cases for ticket deflection and automated resolution.
  • Working knowledge of integrating Zendesk AI/automation with other systems using APIs (or strong understanding of end-to-end integration process).
  • Strong stakeholder communication skills (Support, Product/Eng, IT, Security).
  • Experience with Zendesk AI rollout constraints/requirements (themes, channel limitations, deployment considerations).
  • Familiarity with governance and security review practices for AI-enabled workflows.
  • Experience improving Zendesk deployment/change management maturity (sandbox -> stage -> prod).

What the Team is Saying

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Dan Leib
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DFIN Compensation & Benefits Highlights

  • Leave & Time Off Breadth Paid time off, holidays, sick leave, and paid parental leave are highlighted, with some roles using flexible or “unlimited” PTO. A “Fully Flex Work Arrangement” and remote options are also promoted as part of the package.
  • Parental & Family Support Paid parental leave for both parents and family supports such as adoption assistance and childcare are described across official and third‑party listings. Short‑term disability and return‑to‑work support further reinforce family coverage.
  • Retirement Support A 401(k) with company matching and tax‑advantaged accounts (FSA/HSA) are presented as core offerings. These elements indicate structured savings support as part of total rewards.

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The Company
HQ: Chicago, IL
1,750 Employees
Year Founded: 2016

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.

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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
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HQChicago, IL
Located in the heart of downtown Chicago’s financial district, we are steps from all Metra stations, good eats and entertainment.

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