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Paul Rodriguez

AI Solutions Architect / Solutions Engineer / Workflow Automation

The role I keep finding myself in is translator.

Not language translation, although I do speak Spanish. I mean the kind of translation that happens when business leaders, engineers, clients, and users are all describing the same problem in different ways.

That is where I tend to be useful: technical discovery, workflow design, solution architecture, and customer-facing delivery.

My background spans solution architecture, enterprise platforms, frontend engineering, and hands-on delivery, but the roles that fit me best are Solutions Architect, Solutions Engineer, and applied AI workflow roles. I’m strongest when a team has a messy business problem, unclear requirements, skeptical stakeholders, and needs someone who can turn that into a concrete solution path.

The pattern is usually the same: listen carefully, map the workflow, separate what matters from what is noise, design the system, shape the demo or prototype, and keep humans in control where judgment, risk, or client communication matter.

Recent work includes financial and insurance platforms, investor onboarding systems, digital purchase flows, paid AI workflow automation for real estate and insurance clients, a CPA assistant connected to QuickBooks and client intake, and a HubSpot-connected assistant for CRM cleanup and deal intelligence.

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Skills
Solution ArchitectureTechnical DiscoveryAI Workflow AutomationOpenAI APIAnthropic APIGemini APIHubSpotQuickBooks
RAG WorkflowsPrompt Engineeringn8nZapierMakeTechnical DiscoveryStakeholder AlignmentSolution Architecture
Solution ArchitectureTechnical DiscoveryAI Workflow AutomationOpenAI APIAnthropic APIGemini APIPrompt EngineeringRAG WorkflowsHubSpotQuickBooksn8nZapierMakeSales EngineeringStakeholder AlignmentAPI IntegrationsSalesforce
Career

Experience

A mix of architecture, solution design, technical delivery, and client-facing work across enterprise platforms, agency environments, and founder-led projects.

Lead technical discovery and solution architecture for financial services and insurance platforms, helping clients turn complex requirements into secure, production-ready applications.

  • ●Define implementation strategy, API integrations, and workflow architecture with clients, Application Engineers, and delivery teams.
  • ●Shape public-facing annuity purchase flows tied to $8M+ in annuity investments, including identity checks, beneficiary workflows, funding, summary, and e-signature.
  • ●Architect integrations across identity verification, onboarding, and financial platform systems to support secure application and purchase journeys.
  • ●Guide private-fund investor onboarding across 24 fund workflows facilitating $16M+ in investment activity, including subscription documents, legal review, signing, and final packet generation.
  • ●Improve platform readiness through solutions like Save as ZIP and cloud-based upload handling for file-size and timeout constraints.

Modernized enterprise SaaS platforms and digital products for global law firms, improving scalability, maintainability, and delivery speed.

  • ●Re-architected a multi-tenant platform, improving scalability by 35% and creating a stronger foundation for long-term growth.
  • ●Increased annual project output by 250% through platform upgrades and reusable component architecture.
  • ●Reduced technical debt by 30% and mentored a distributed team of 10 engineers across active delivery work.

Advise owners of successful service-based businesses on technology strategy, automation, customer experience, and digital transformation.

  • ●Built the Workflow Intelligence Kit, a reusable foundation for deploying client-specific AI assistants across real estate, insurance, accounting, and sales operations use cases.
  • ●Implemented paid AI workflow solutions supporting lead qualification, customer intake, proposal generation, research, content workflows, CRM cleanup, deal intelligence, QuickBooks workflows, and internal knowledge management.
  • ●Integrated AI assistants with business systems including HubSpot and QuickBooks to improve CRM hygiene, operational visibility, client intake, and decision support.

Led technical delivery for DISH e-commerce experiences, campaign launches, and high-traffic retail initiatives where performance and conversion mattered.

  • ●Helped drive a 164% year-over-year sales increase during a major Black Friday / Cyber Monday redesign.
  • ●Built a custom Shopify component ecosystem that supported a 20% increase in new business acquisitions.
  • ●Engineered and optimized DCO HTML5 banners that contributed to a 200% conversion increase.

Delivered client design, WordPress development, and digital production work across web and print engagements.

  • ●Improved WordPress site performance by 25% and developed large-format event graphics that increased brand visibility.

Handled WordPress, e-commerce, and brand-supporting digital work across agency client projects.

  • ●Developed and deployed WordPress and e-commerce websites while creating logos and marketing materials for client brands.

Worked across web development, design, and creative production for client campaigns, combining digital, branding, and marketing execution.

  • ●Helped redesign The Bedding Experts logo, ads, TV commercials, and PHP e-commerce website during one of the company’s strongest sales quarters in two years.
Education
  • Full-Stack Web Development Immersive — Galvanize (Feb 2018)
  • BFA, Graphic Design — University of Illinois
Certifications
  • Certified Salesforce Administrator — Jun 2024
  • Certified Salesforce Developer — Jun 2024
References

“Paul is one of those people who can untangle complexity fast and then explain it in a way everybody can act on.”

Eric Ma
Eric Ma
Product and technology leader

“His mix of design sense and technical rigor makes him unusually effective in real delivery environments.”

Robert Algeri
Robert Algeri
Creative and digital leader

“Paul consistently brings calm, clarity, and follow-through to the kinds of projects that usually drift.”

Jon Traister
Jon Traister
Client and collaborator

“He does not just build things well. He helps teams make better decisions while they are building.”

Chris Hegg
Chris Hegg
Creative and product collaborator

“A steady hand, sharp instincts, and zero drama -- that combination is rare.”

Jamie H. Phillips
Jamie H. Phillips
Creative director