Job Description:
Job Description The AI & Process Improvement Specialist helps the organization work smarter by identifying process gaps and building practical solutions. This hands-on role combines process discovery, automation, reporting, and collaboration to improve how teams work and how clients experience our services. The specialist will partner closely with the Head of Platform & Experience and IT Director, who will be integral to shaping the strategy, priorities, governance, and overall approach. The specialist will translate that direction into well-scoped improvements, pilots, automations, reports, and tools.
What You'll Do:
Process Discovery & ImprovementMeet with operational leaders and employees to understand workflows, pain points, recurring issues, and client-facing opportunities. Use data and direct feedback to define current-state processes and identify high-impact improvements. Recommend the right solution, which may include automation, a revised workflow, training, or removing unnecessary steps. Support improvement initiatives from discovery through testing, implementation, and measurement. Automation, AI & ReportingBuild and maintain practical solutions using Microsoft Copilot Studio, Power Automate, Power BI, Power Apps, Teams, HubSpot, Claude and other approved tools. Create reports and dashboards that provide clear, reliable information for decision-making. Develop and improve AI agents, automations, and workflows that reduce manual effort and strengthen service delivery. Monitor solutions after launch, resolve issues, and make improvements based on user feedback and results. Collaboration & AdoptionWork within the technology environment, security standards, licensing, and governance established by IT. Partner with the Head of Platform & Experience and IT Director to evaluate ideas, set priorities, and align solutions with the broader roadmap. Pilot solutions with the people who will use them, incorporate feedback, and support adoption through clear communication and training. Contribute to hands-on process improvement and AI workshops by bringing forward opportunities, building solutions, and sharing what works. What You BringAt least 5 years of experience in process improvement, workflow design, automation, or a related field. Bachelor's degree in business, operations, technology, information systems, engineering, or a related field. A practical, data-informed approach, with the ability to validate findings through conversations with the people doing the work. Hands-on experience with Claude, Copilot Studio, Power Automate, Power BI, HubSpot or similar platforms, with the ability to learn new tools quickly. Strong problem-solving and project execution skills, including scoping, testing, documentation, and follow-through. Clear communication and strong relationship skills across departments and levels of the organization. Good judgment about when to move independently, when to collaborate, and when to involve IT or other partners. Lean, Six Sigma, or similar process improvement training is helpful, but not required. First 90 DaysLearn the organization's systems, tools, governance, and current priorities. Complete an initial discovery process using available data and conversations with operational leaders. Align with the Head of Platform & Experience and IT Director on the first priorities and success measures. Begin testing and implementing the first improvement initiatives.
Benefits:
We offer competitive salary and benefits in a team-oriented environment. Our company is built on integrity and guided by three core principles: Warrior-Spirit: Committed to excellence, innovation, and determinationEmpathy: Prioritizing others, operating on trust, and valuing emotional intelligenceBetter Together: Collaboration and teamwork, believing the whole is greater than the sum of its partsWe are dedicated to providing superior services and building long-term relationships with our clients. We are an equal employment opportunity employer and do not discriminate on the basis of any legally protected characteristic.
