AI Automation Expert (AI Implementation Specialist)

Responsibilities

• Integrate personal and firm email accounts with AI-powered assistants
• Set up SMS and WhatsApp messaging automation
• Connect AI tools to SharePoint, Excel files, and Microsoft 365
• Integrate accounting platforms with AI tools for financial analysis and reporting
• Explore integrations with SmartAdvocate for efficient case lookups
• Build automated reports and dashboards
• Develop AI-powered solutions to identify expenses and recommend cost-effective alternatives
• Ensure secure integrations and protect confidential firm and client information

Requirements

• Proven experience building and deploying AI automations in real-world business environments
• Hands-on experience with Grok, Claude, and ChatGPT
• Strong knowledge of APIs, workflow automation, and system integrations
• Experience with SharePoint, Excel, messaging platforms, and financial systems
• Strong problem-solving skills and a portfolio of completed projects

Preferred Qualifications

• Familiarity with n8n, Make, Zapier, or Power Automate

Benefits

• Positive culture and a supportive, innovative team
• Opportunities for career advancement and ongoing professional development
• Remote work in a collaborative virtual environment