AI Automation Engineer

Phoenix Technology Partners, LLC; New York (NY); On-site; USD 140,000 - 180,000; Full time

Job summary

Phoenix Technology Partners, LLC is seeking an experienced Solutions Architect to deliver AI-driven workflow automation using Microsoft 365 tools, with emphasis on governance and secure delivery. You will mentor a junior automation engineer and help grow delivery capacity over time.

The role requires hands-on experience with Power Automate, SharePoint/OneDrive, and Microsoft Graph APIs in regulated environments, while collaborating with IT, Security, and Compliance teams to ensure production

Qualifications

• 5-7 years of enterprise software engineering, automation, or solutions architecture.
• Hands-on with Microsoft 365 automation 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.

Responsibilities

• Design and build AI-driven workflow automation using Microsoft 365 tools.
• Select and implement the appropriate Microsoft 365 extensibility pattern based on requirements and data sources.
• Architect human-in-the-loop automation preserving review and approval for regulated workflows.
• Develop reusable solution patterns, reference architectures, and implementation standards.

Skills

Microsoft 365 automation

Power Automate

SharePoint/OneDrive

Workflow design

Solution architecture

Tools

Copilot Studio

Microsoft Graph APIs

APIs & connectors

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.