Sr. Automation Consultant (SaaS, Financial Services)

Mission — Why We Need You

At Continuous, automation isn't just what we sell — it's what we live. Our customers, more than 1,600 financial institutions across the United States, trust us to simplify the complex, mission-critical workflows at the heart of their operations. The Sr. Automation Consultant is the person who makes that promise real — sitting at the intersection of technology, consulting, and customer success to ensure every implementation delivers measurable, lasting value.

Continuous was founded in 1980 and has spent over four decades perfecting intelligent automation for financial institutions. As a Sr. Automation Consultant, you will be the face of that legacy for our customers — guiding them through implementation, configuration, and optimization of our OpCon platform so they can automate their most complex processes and free their people for the work that matters most. If you thrive on solving hard technical problems, building trusted client relationships, and leaving every engagement better than you found it, this role was made for you.

Objectives — The Problems You'll Solve

As a Sr. Automation Consultant, you will join the Implementation & Services team and report to the Manager of Consulting Services. Your mission is to implement, configure, and optimize OpCon — and the suite of Continuous products and modules — in ways that create immediate, measurable value for our clients. This is a client-facing, delivery-oriented role that blends software implementation, business consulting, and technical training. You will work remotely or on-site at customer locations, collaborating closely with Customer Success, Customer Support, Sales, and the Product team to deliver best-in-class implementation experiences.

You will own the full arc of customer engagements: from initial scoping and environment setup through upgrade delivery, automation buildout, and knowledge transfer. You will serve as a subject matter expert who not only delivers projects but shapes how we deliver them — contributing to documentation, internal tooling, and the development of your fellow Automation Consultants. Cross-functionally, you will be a trusted technical voice that supports Sales with effort estimates, informs the Product team with field insights, and helps Customer Support distinguish services engagements from support needs.

How You'll Get There

In your first 6 weeks — Learn the Ropes:

• Meet your manager, I&S team members, and begin participating in team meetings and gatherings

• Partner with a senior Automation Consultant to shadow implementations and customer interactions

• Install OpCon in your local environment and explore its features hands-on

• Meet with Customer Success and Customer Support leads to understand how services, success, and support intersect

• Populate the team skills matrix so we can match you to the right projects from day one

• Work with your manager to define your objectives for your first year at Continuous

In your first 3 months — Become a Contributing Member:

• Shadow another Automation Consultant through a full customer environment upgrade

• Be mentored through your first customer upgrade — and then lead your first solo upgrade project

• Begin taking on assigned professional services requests independently

• Perform AppWorx to OpCon conversion projects for Fiserv DNA customers

• Shadow implementations of OpCon in both Cloud and on-premises environments

Within 9 months — Drive Real Customer Outcomes:

• Independently upgrade customer environments to unlock new platform capabilities

• Install, configure, and stand up OpCon for new customers across Cloud and on-premises environments

• Deliver automation consulting services for assigned opportunities, identifying and building new automation workflows

• Begin mentoring and supporting other Automation Consultants in their work

• Deliver I&S documentation — implementation guides, configuration templates, project prerequisites, and work plan templates — that raise the bar for how we deliver

• Serve as a subject matter expert on internal projects, assist Sales with technical scoping and work effort estimates, and support the Product team with field-sourced insights, bug identification, and product testing

Competencies — What We're Looking For

Problem Solving — You love to dig into complex technical challenges and decompose them into smaller, manageable processes. You are tenacious and don't stop until the problem is solved — and solved well.

Technical Acumen — You are broadly tech-savvy across Windows, Unix, and IBMi administration, comfortable in various database environments, and familiar with Azure Cloud. You write clean scripts in Bash, PowerShell, and SQL, and you can navigate network and security management with confidence.

Process Improvement — You are always looking to make things more efficient — whether it's the internal way we work or the automation workflows we build for customers. You see every engagement as an opportunity to leave the process better than you found it.

Customer Service Excellence — You communicate with clients to understand their pain points and are genuinely invested in their success. This is a customer-facing role where your ability to build trust, communicate clearly, and deliver value directly determines their experience with Continuous.

Organization & Prioritization — You manage competing priorities across concurrent projects, cases, and requests without dropping the ball. Staying organized isn't a nice-to-have here — it's a core requirement for success.

Accountability — You do what you say you'll do. You own your mistakes, commit to deadlines, and go the extra mile to deliver. You're not afraid to ask for help when you need it — but you take the lead.

Collaborative Partnership — You work across skillsets and job titles — implementation, customer success, support, sales, product — to keep both external and internal stakeholders aligned and moving forward. Your cross-functional feedback will be invaluable.

What's In It For You?

At Continuous, we pride ourselves on ensuring that our employees are taken care of and that you have what you need to succeed in and out of work. In addition to competitive compensation, we provide:

• A remote first environment - work from wherever you are comfortable in the contiguous U.S.
• Continuous will provide all the gear you need to be successful in your role, including laptop and tools, $100/month phone reimbursement, monitors, gear to get yourself started, plus a one-time $500 stipend to purchase any extras.
• 100% Company paid health, dental and vision insurance for you and your immediate family on our competitive HSA plan offering. Continuous also contributes $1,800 per year into an HSA account for you to spend on qualifying health care costs
• 100% company-paid LTD, AD&D and basic life insurance for you
• 401K Investment Plan through Fidelity with a match of 100% on the first 3% and 50% on the following 4% of your contributions per paycheck. Contributing 7+%, you will receive the maximum company match of 5%
• Flexible PTO and flexible working hours to accommodate work/life balance
• 13 Bank Holidays Observed + 2 Wellness Days to relax and recharge
• Investment in your growth via Professional Development stipend of $1,000 annually

How We Work — Our Core Values

Be Kind — We are kind and helpful. We care and act with empathy. We take care of ourselves, each other, and our customers. We understand boundaries. We believe clear is kind. We exhibit healthy behaviors and are self-aware.

Be Authentic — We are genuine. We are real. No pretenses. We know ourselves and celebrate our differences of thoughts, ideas, and skills. We show our true self — our whole self — every day. We unlock our teams' potential by unlocking our own and each other's potential. There is only one you and we want to see YOU every day.

Be Collaborative — We unite for a common cause. We are in pursuit of the best idea — not our own idea. As a remote company, we must collaborate and communicate to make a difference — an impact. We do this for our teams and for our customers.

Be Determined — Giving up is not in our nature. We are smart people who solve tough problems. We have a bias toward action. We strive for great outcomes. We achieve our goals. We deliver success for customers, ourselves, and each other.

Work Environment and Physical Requirements

This is a remote position performed primarily in a home office setting. The role involves extended computer use, virtual client collaboration, and occasional on-site travel to customer locations. Travel may be required up to 25% of the time for implementations, upgrades, and customer engagements. Essential physical activities include prolonged sitting, near-vision computer work, and verbal communication. Travel (up to 50%) for client onsite visits, team gatherings, or vendor meetings.

EEO/AAP Statement

Unisoft International, Inc. dba SMA Technologies is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact View phone number on aiapply.co or View email address on aiapply.co for assistance.

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