Description:
As the AI Systems & Automation Strategist, you will be the primary architect of Savvital’s internal "operating system." This is a high-impact, "builder" role focused on transforming a modern legal services company into a scalable, AI-powered organization. You will design, build, and deploy automated workflows that directly enhance client experience, attorney productivity, and firm growth.
Essential Functions
- System Architecture: Design, build, and deploy AI-driven systems rapidly across the Actionstep (CRM), Microsoft 365, and QuickBooks ecosystems.
- Operational Transformation: Identify and eliminate inefficiencies by designing end-to-end workflows (Intake → Drafting → Signing → Funding).
- Technical Integration: Utilize APIs, low-code/no-code tools (Zapier, Make), and custom scripting to connect disparate platforms.
- AI Governance: Implement human-in-the-loop validation systems to ensure legal accuracy, compliance, and ethical standards while reducing AI hallucinations.
- Data Leadership: Develop real-time dashboards for leadership to track KPIs such as revenue, conversion likelihood, and marketing ROI.
- Cross-Functional Collaboration: Partner with attorneys, paralegals, and marketing teams to translate operational needs into technical solutions.
Key Focus Areas (First 6–12 Months)
- Trust Funding Automation: Build and integrate scalable funding workflows to reduce backlogs.
- AI Recommendation Engine: Analyze client inputs to generate structured plan recommendations.
- Drafting Acceleration: Develop AI-assisted tools integrated with Wealth Docx to speed up document production.
- Marketing Engine: Deploy AI-driven content generation and campaign analytics.
Skills & Competencies
Core Technical Skills
- AI Proficiency: Strong experience with LLM platforms (ChatGPT, Claude, Gemini).
- Automation Mastery: Expert-level use of Zapier, Make, and API integrations.
- Data Visualization: Experience building dashboards in Power BI, Tableau, or similar tools.
- Programming: Python experience is highly preferred.
Vibe Coding & AI Skills (Critical)
- Advanced prompt engineering and AI-assisted rapid prototyping.
- Ability to validate, refine, and productionize AI-generated code.
- Experience orchestrating multiple AI tools into a cohesive system.
Business & Operational Skills
- Systems thinking and process mapping.
- Strong analytical ability with a focus on "Builder" execution over theory.
- Ability to communicate complex technical concepts to non-technical legal teams.
Experience & Education
- Required: 3–5+ years in AI development, automation, or systems engineering.
- Required: Proven track record of building and integrating AI-driven business solutions.
- Preferred: Experience in LegalTech, FinTech, or professional services.
- Preferred: Familiarity with Actionstep, Wealth Docx, or similar legal platforms.
- Education: Bachelor’s degree in Computer Science, Data Science, Engineering, or equivalent hands-on experience building AI systems.