AI Implementation Specialist

Key Responsibilities

• Configure and deploy AI tools as specified in Phase 1 engagement plans (e.g., Copilot for M365, Harvey, Clio Duo, Casetext, document automation tools)
• Build, test, and document automations and AI-assisted workflows using platforms such as Make, Zapier, Power Automate, or equivalent
• Conduct technical environment setup: tenant configuration, user provisioning, API connections, integration testing, and QA validation
• Perform data mapping and light data migration tasks required to support AI tool onboarding
• Maintain implementation logs, configuration notes, and handoff documentation for each engagement in SMB Team's systems
• Troubleshoot and resolve technical issues during deployment; escalate blockers to the fCTO with clear documentation
• Contribute reusable templates, implementation checklists, and workflow SOPs to the SMB Team practice library
• Stay current on legal AI tooling and integration capabilities; proactively surface relevant updates or new options to the fCTO
• Support the fCTO in pre-engagement scoping by assessing technical feasibility and effort estimates for proposed implementations

Requirements

• 2-4 years of hands-on experience in a technical implementation, IT support, or automation engineering role
• Demonstrated ability to configure and integrate SaaS tools; experience with M365/Google Workspace environments and API-based integrations
• Proficiency with at least one automation platform (Make, Zapier, Power Automate, n8n, or equivalent)
• Familiarity with AI/LLM-based tools and how to configure them in a business context; prior exposure to legal tech a plus but not required
• Strong documentation habits — can produce clear SOPs, configuration guides, and implementation logs without prompting
• Comfortable working from a scoping document or engagement plan without requiring step-by-step direction
• Basic understanding of data privacy and security considerations relevant to cloud and AI tool deployment
• Must be able to independently execute technical implementation tasks from a spec or engagement plan — this role owns delivery, not strategy
• Must produce clean, thorough documentation for every configuration and deployment; undocumented work is incomplete work
• Must communicate blockers and risks promptly and clearly to the fCTO — no surprises
• Must be current on AI tools and integration platforms; willingness to learn new tooling quickly is essential
• Work within SMB Team's systems and contribute to shared playbooks — this is a team practice, not a solo role
• No direct client communication responsibility; all client-facing interaction is handled by the fCTO. However, work product must be polished enough to be reviewed and presented to clients by the fCTO

Benefits

• We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY.
• FLEXIBLE VACATION TIME - We encourage you to take time to recharge so you can be your best here at work.
• EDUCATION - Team member education and learning budget on courses, events and books.
• FUN - Company activities, outings, and retreats.
• INVESTMENTS - 401(k) with a 3% Match.
• WORK STYLE - WFH or come to the office. The choice is yours!

Pay

The salary for this role is $80,000 - $90,000 annually based on experience.

Schedule

The schedule is flexible and can be worked remotely or in the office.