The Application Engineer administers and optimizes CRM, contact center, and AI agent platforms to support Customer Operations. This role involves building automations, managing system integrations, and ensuring data flows correctly across the organization's tech stack.
About the role
The Application Engineer administers and extends the platforms Customer Operations uses to serve customers: the CRM, the contact center, and the AI agents that support them. This position exists so that Customer Operations can configure, connect, and automate its own systems directly, rather than submitting a request and waiting on the product roadmap for routine changes.
The role sits between operations and technology. It does not build or own production software. It administers the platforms our team already runs, connects them using available APIs and integration tooling, and applies practical AI automation to reduce repetitive manual work across the team.
What you'll do
Essential functions:
CRM Administration: Administer and configure the CRM platform, including objects and properties, workflows and automation, user permissions, data quality, and standard integrations. Implement business requested changes without requiring outside development support.
Contact Center Administration: Administer the contact center stack across voice, chat, email, and ticketing. Configure routing rules, escalation paths, SLA logic, queues, and business hours. Maintain phone and messaging configuration.
Conversational AI Configuration: Configure, tune, and maintain the AI voice and chat agents that handle customer interactions. Maintain prompts, knowledge sources, and connected actions. Review live sessions, identify where agents are performing poorly, and correct them.
Agentic Automation: Build practical automations using current AI and agent tooling to reduce repetitive operational work such as data preparation, ticket triage, routine reporting, and content generation. Prioritize reliability and maintainability over sophistication.
Integrations and Data Flow: Connect Customer Operations’ platforms to one another and to the organization’s other systems using available APIs, native connectors, and integration tooling. Monitor those connections, and diagnose and resolve failures when data does not flow correctly.
Documentation and Enablement: Document how our team’s systems are configured and how they connect. Train team members on the tools and maintain runbooks so that configuration knowledge does not sit with a single person.
Secondary functions:
Evaluate new tools and make recommendations to the Director of Customer Experience and the Revenue Operations Manager
Support testing of new platform features and releases that affect Customer Operations systems
Participate in customer and agent conversations to inform configuration priorities
Regular self education on CRM, contact center, and AI agent tooling
What we are looking for
Describe the experience and attributes of the ideal candidate
Why work at Pearl?
We are a mission-driven company: we love what we do and the impact we are making.
Impact. Everything you do here will matter. Your opinion and contributions will make a big difference to the future of this company and our mission of making home performance matter.
Flexibility. We are 100% remote - work where you feel comfortable.
Environment. We value candor, excellence, and collaboration while fostering creativity and camaraderie. We are supportive and genuinely enjoy celebrating each others’ wins!
Ownership. You will hold broad responsibilities with high autonomy in a fast-paced, evolving startup world.
Equality between people. We support diversity, championing our differences, and most importantly, learn from one another. Pearl is an equal opportunity employer, and candidates from all backgrounds and life experiences are encouraged to apply.
Compensation and Benefits:
Market salary based on experience and local conditions, in the range of $100k to $150k
Medical, vision and dental coverage provided at no cost for employees and their families(with an option to purchase upgraded coverage at a minimal cost to employee)
FSA, HSA, and dependent care accounts
Life insurance coverage
Employer paid cell phone service
401(k) with employer match up to 4%
Stock options
15 vacation days during the calendar year, plus holidays (including the week between Christmas and New Year’s Day), a floating holiday for your birthday, sick days, and paid parental leave
Flexible work environment: work remotely from anywhere within the U.S.
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