Overview
Insource Automation designs and implements workflow and automation solutions for professional services firms, primarily financial advice practices. We help businesses streamline tasks such as client onboarding, reviews, compliance processes, internal operations, and reporting using a combination of low-code platforms, API integrations, and coded solutions.
We are a young and rapidly growing business. This role will work directly with the Director and be closely involved in delivering client projects from design through to implementation. As the business scales, there is significant opportunity for growth, increased responsibility, and meaningful input into how automations are built, documented, and standardised. The right person will help shape delivery processes and technical standards, not just execute predefined tasks.
We work across a wide range of systems and are tool-agnostic; if it has an API, we'll work with it.
Our role typically involves:
* Understanding how clients onboard and service their customers
* Recommending technology stacks to improve efficiency
* Designing how systems should integrate
* Building and implementing automations end-to-end
Due to a strong and growing pipeline of work, we're looking to add a technical builder to the team.
The Role
We're looking for a Power Platform Developer (Power Automate Primarily) to support the delivery of automation projects. This role is focused on building and implementing automations, not sales.
You'll work from well-defined process designs and solution outlines, collaborating closely with the Director to deliver robust, scalable workflows for clients.
Key Responsibilities
* Build, test, and deploy automations primarily using Microsoft Power Automate & AWS Lambda
* Design and implement API-based integrations using HTTP actions where native connectors don't exist
* Work with structured data (JSON, webhooks, REST APIs)
* Create and maintain custom connectors for platforms with APIs but no native Power Automate support
* Integrate and automate workflows across platforms such as:
* Microsoft (SharePoint, Outlook and the broader Microsoft stack)
* Pipedrive
* Jotform
* Typeform
* Calendly
* Monday
* Trello
* Twilio
* Handle authentication flows (API keys, OAuth where required)
* Debug failed flows, edge cases, and data inconsistencies
* Produce clean documentation for delivered automations
* Collaborate on improving reusable automation patterns and standards
What We're Looking For
Essential
* Strong experience with Power Automate (cloud flows)
* Understanding of AWS Lambda's & Function URLs
* Comfortable working with APIs and HTTP requests
* Ability to read and write JSON payloads
* Experience integrating SaaS tools using webhooks and REST APIs
* Strong problem-solving skills and attention to detail
* Ability to work independently once requirements are defined
Nice to Have
* Coding experience (JavaScript, Node.js, or similar)
* Experience in financial services or professional services
* Familiarity with Power Apps, Azure Functions, or serverless concepts
* Experience documenting technical workflows for non-technical users
What This Role Is Not
* Not a sales role
* Not a pure software development role
* Not a junior admin / VA role
* This is a hands-on delivery role focused on building real automations that go into production.
#J-18808-Ljbffr