AI Automation Specialist

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Conduct an audit of the firm's current software and technology landscape, documenting system usage, ownership, and business value.

• Analyze and map comprehensive business workflows across client onboarding, document management, research, drafting, billing, reporting, and administration.

• Identify significant automation opportunities and design solutions that enhance efficiency and minimize manual tasks.

• Build integrations between business systems utilizing APIs, webhooks, native connectors, and automation platforms.

• Develop AI-driven workflows and intelligent assistants for research, document review, drafting, administrative tasks, and internal operations.

• Create prompts, templates, documentation, and standard operating procedures to ensure consistent use of AI tools.

• Assess overlapping software, suggest consolidation opportunities, and pinpoint potential cost savings.

• Provide training to team members on new systems, automations, and AI workflows.

• Ensure that automations and integrations adhere to confidentiality, privacy, and data security standards.

• Monitor automation performance, document measurable business enhancements, and propose future optimization opportunities.

• Design, implement, and manage automations, integrations, and AI workflows while prioritizing data security and client confidentiality.

⛳️ Requirements

• Candidate must be based in the Philippines.

• Minimum of 3 years of experience in automation, systems integration, business process improvement, IT consulting, or a related field.

• Practical experience with Make.com, Zapier, n8n, Microsoft Power Automate, or other similar automation platforms.

• Strong comprehension of APIs, webhooks, and SaaS integrations.

• Experience in designing AI workflows using ChatGPT, Claude, Microsoft Copilot, or other generative AI platforms.

• Excellent analytical and problem-solving abilities.

• Outstanding written and verbal communication skills in English.

• Capability to confidently present recommendations to senior stakeholders.

• Meticulous attention to detail.

• Ability to manage confidential information with care.

• Disclose any ongoing roles or client engagements.

• Represent this engagement on LinkedIn as 'Independent Contractor.'

• Preferred: experience within a law firm, accounting practice, consulting firm, or other professional services setting.

• Preferred: familiarity with Actionstep, NetDocuments, LexisNexis, Relativity, Harvey AI, or similar platforms.

• Preferred: experience in Python or JavaScript programming.

• Preferred: experience with Microsoft 365 and Microsoft Power Platform.

• Preferred: experience in user training and technology adoption.

🏝️ Benefits

• 100% remote work from home.

• Flexible time management as an independent contractor.

• Opportunity for a long-term partnership following the initial approximately six-month engagement.