AI and Process Improvement Specialist in Milwaukee

Energy Jobline ZR; Milwaukee (WI); On-site; USD 95,000 - 135,000; Full time

Job summary

Energy Jobline ZR is seeking an AI & Process Improvement Specialist to help teams work smarter by identifying process gaps and building practical automation solutions. You will partner with IT leadership to shape strategy and deliver pilots, automations, and reports that enhance client experiences.

You will discover processes, design improvements, and develop AI-driven workflows using tools like Power Automate, Power BI, HubSpot, and Claude, while training users and measuring impact across

Qualifications

• At 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.
• 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.

Responsibilities

• Meet with operational leaders to understand workflows, pain points, and client-facing opportunities.
• Define current-state processes and identify high-impact improvements using data and feedback.
• Recommend solutions including automation, revised workflows, or training.
• Support improvement initiatives from discovery through testing, implementation, and measurement.
• Build and maintain reports and dashboards for decision-making using Power BI and related tools.
• Develop AI agents, automations, and workflows to reduce manual effort and strengthen service delivery.
• Pilot solutions, gather feedback, and drive adoption with clear communication and training.
• Collaborate with IT to ensure governance and security standards.

Skills

Process improvement

Workflow design

Automation

Data-informed approach

Problem solving

Project execution

Communication

Collaboration

Lean Six Sigma

Education

Bachelor’s degree in business/operations/technology/information systems/engineering

Tools

Claude

Copilot Studio

Power Automate

Power BI

Power Apps

HubSpot

Microsoft Copilot Studio

Teams

Job description

Job DescriptionJob 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 & Improvement

• Meet 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 & Reporting

• Build 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 & Adoption

• Work 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 Bring

• At 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 Days

• Learn 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 determination
• Empathy: Prioritizing others, operating on trust, and valuing emotional intelligence
• Better Together: Collaboration and teamwork, believing the whole is greater than the sum of its parts

We 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.