Top Tech Jobs & Startup Jobs in Charlotte, NC

Own the data layer for an AI-native retirement platform, including dbt models, marts, semantic layers, MCP connectors, data governance, product analytics, dashboards, and business metrics. Partner with engineering on warehouse architecture and data contracts while enabling teams and AI agents to securely access trusted data. Serve as the company’s primary data expert across product, servicing, go-to-market, and leadership functions.

Build and operate the core Rails-based platform for workplace retirement and TPA products. Responsibilities include end-to-end feature development, scalable APIs and data models, agent-facing tools with permissions and audit trails, data integrations with payroll, payments, identity, and recordkeepers, architecture discussions, deployment, monitoring, and mentoring. The role requires strong Ruby/Rails expertise, AWS familiarity, third-party integration experience, and thoughtful design for reliability, compliance, and financial workflows.

Build and operate production AI agent systems that extract and validate data from documents and spreadsheets, integrate with external systems, manage workflow state and failures, and support human review. Develop evaluation datasets, regression tests, monitoring, and reliability improvements while balancing model use with deterministic code. Collaborate with retirement plan experts, lead technical design, write documentation, review code, and mentor engineers.

Own HubSpot administration, data quality, workflows, permissions, and integrations with Asana, Notion, and internal platforms. Build scalable CRM structures for sales, service, partner sales, and onboarding. Lead migrations, deduplication, automation, and systems improvements while gathering requirements from nontechnical teams. Partner with Engineering and business leaders to reduce manual work and improve operational reliability.

Own retirement plan compliance testing, employer contribution calculations, reconciliations, annual Year-in-Review processes, corrections, and compliance-season operations. Define standards, controls, documentation, and exception procedures while evaluating AI agents, maintaining compliance calculators, labeling datasets, and prototyping automations with engineering teams. Communicate results to clients and shape the roadmap for scalable plan compliance services.

Owns qualified retirement plan document processes, restatements, amendments, disclosures, takeovers, and correction projects. Develops IRS and DOL correction methodologies, oversees EPCRS and related submissions, interprets ERISA and plan provisions, and serves as the technical escalation point. Partners with plan administration, relationship management, product, design, and engineering teams to improve procedures, automation, AI tooling, and client experiences. Monitors regulatory changes and trains internal teams on compliance requirements.

Supports 3(16) retirement plan administration by reviewing eligibility, enrollment, payroll contributions, loans, distributions, notices, and fiduciary compliance. Coordinates with employers, recordkeepers, advisors, auditors, and internal teams to resolve issues, process transactions, meet regulatory deadlines, and document plan activities. The role also identifies process improvements and collaborates with Engineering on AI-driven automation.