AI Automation Engineer

Phoenix Technology Partners, LLC; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Phoenix Technology Partners, LLC seeks an accomplished engineer to translate AI priorities into governed, production-ready solutions and to mentor a junior engineer to expand delivery capacity. The role focuses on practical delivery, technical architecture, and build quality across Microsoft 365 automation.

You will design AI-driven workflows using Copilot Studio, Power Automate, SharePoint/OneDrive, and Graph, while ensuring compliance with governance, security, and regulatory requirements.

Qualifications

• 5-7 years of enterprise software engineering, automation, or solutions architecture.
• Hands-on with Microsoft 365 automation and extensibility including Power Automate and SharePoint/OneDrive.
• Experience delivering in regulated or compliance-sensitive environments.
• Strong understanding of solution architecture, workflow design, and system integration.
• Ability to work independently while collaborating with cross-functional stakeholders.

Responsibilities

• Design and build AI-driven workflow automation using Microsoft Copilot, Copilot Studio, Power Automate, SharePoint, OneDrive, Teams, Outlook, and Graph.
• Select and implement the appropriate Microsoft 365 extensibility pattern based on requirements, data sources, and risk.
• Architect human-in-the-loop automation with proper review and professional judgment for regulated workflows.
• Develop reusable patterns, reference architectures, and implementation standards for scalable delivery.
• Design solutions compliant with firm policies and governance controls, including permissions and DLP.
• Partner with IT, Security, and Compliance to ensure production-ready solutions meeting regulatory requirements.
• Prepare technical documentation, testing evidence, and release materials for approval and deployment.
• Own technical quality through testing, validation, and issue remediation.
• Troubleshoot integration and data access issues across Microsoft 365 services.
• Provide post-deployment support and iteration for approved solutions.
• Mentor and train a junior automation engineer, establishing build standards and best practices.
• Support user enablement through documentation, demos, and targeted guidance.

Skills

Enterprise software engineering

Automation

Solutions architecture

Microsoft 365 automation

Power Automate

SharePoint/OneDrive

Microsoft Graph

Tools

Copilot Studio

Power Automate

SharePoint/OneDrive

Microsoft Graph

Job description

This position focuses on practical delivery, technical architecture, and build quality, translating approved AI priorities into governed, production‑ready solutions. The role will initially operate as the firm s primary AI automation builder and is expected, over time, to mentor and train a junior engineer to expand delivery capacity.

Essential Duties And Responsibilities

Solution Architecture & Delivery

• Design and build AI-driven workflow automation using Microsoft Copilot, Copilot Studio, Power Automate, SharePoint, OneDrive, Teams, Outlook, and Microsoft Graph.
• Select and implement the appropriate Microsoft 365 extensibility pattern (e.g., Copilot Studio agents, automated workflows, connectors, APIs) based on business requirements, data sources, and risk considerations.
• Architect human‑in‑the‑loop automation that preserves appropriate review, approval, and professional judgment for legal and regulated workflows.
• Develop reusable solution patterns, reference architectures, and implementation standards to support scalable delivery.

Governance‑Aligned Engineering

• Design solutions that comply with firm policies and Microsoft 365 governance controls, including permissions, sensitivity labels, data loss prevention (DLP), and environment separation (Dev/Test/Prod).
• Partner closely with IT, Security, and Compliance to ensure solutions are production‑ready and meet security, privacy, and regulatory requirements.
• Prepare technical documentation, testing evidence, and release materials to support approval and deployment.

Quality, Testing, and Support

• Own technical quality for delivered solutions, including testing, validation, and issue remediation.
• Troubleshoot integration, data access, and workflow issues across Microsoft 365 services.
• Provide limited post‑deployment support and iteration for approved solutions.

Enablement & Mentorship

• Support workflow‑specific user enablement through documentation, demos, and targeted guidance.
• Mentor and train a junior automation engineer over time, establishing clear build standards and best practices.

Qualifications

• 5-7 years of experience in enterprise software engineering, automation, or solutions architecture.
• Demonstrated hands‑on experience with Microsoft 365 automation and extensibility, including Power Automate and SharePoint/OneDrive.
• Experience designing and delivering solutions in regulated or compliance‑sensitive environments
• Strong understanding of solution architecture principles, workflow design, and system integration.
• Ability to work independently as an individual contributor while collaborating with cross‑functional stakeholders.

Preferred Qualifications

• Experience with Microsoft Copilot and Copilot Studio or similar conversational/agent platforms.
• Familiarity with Microsoft Graph APIs, connectors, and identity/permission models.
• Working familiarity with Power Platform environment management and governance concepts (DLP, solution lifecycle)
• Exposure to data governance, privacy, and information‑management concepts in a legal or professional‑services context.
• Prior experience mentoring junior engineers or technical analysts.