AI Implementation Specialist

SMB Team; Philadelphia (Philadelphia County); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental, and Vision insurance

Flexible Vacation

Education budget for courses

401(k) with a 3% match

Job summary

SMB Team in Philadelphia is seeking a FULL TIME HIRE for hands-on AI implementation activities tailored for small law firm clients. You will configure AI tools, conduct technical setups, and maintain documentation under the guidance of the Fractional CTO.

This role offers opportunities for growth within a leading legal marketing company, a salary between $80,000 and $90,000, and benefits including medical insurance and flexible vacation.

Qualifications

• 2–4 years in technical implementation, IT support, or automation engineering.
• Ability to integrate SaaS tools with M365/Google Workspace and APIs.
• Proficiency in at least one automation platform like Make or Zapier.

Responsibilities

• Configure and deploy AI tools as per engagement plans.
• Build, test, and document automations using platforms like Make or Zapier.
• Conduct technical environment setup and integration testing.

Skills

Technical implementation

SaaS tools integration

Automations and workflow documentation

Data privacy considerations

Tools

Make

Zapier

PowerAutomate

M365

Google Workspace

Job description

Role Overview

SMB Team is seeking an internal, FULL TIME HIRE to execute hands‑on AI implementation activities for small law firm clients under the direction of the Fractional CTO. You will configure AI tools, build automations, test and document workflows, and ensure that AI deployments operate reliably. This is an internal, delivery‑focused role; you will act as the technical engine behind every engagement.

What’s In It For You?

• Growth: Join the #1 Fastest Growing Legal Marketing & Coaching Company in the U.S.
• Benefits: We pay for 75% of your Medical, Dental, and Vision insurance for you and your family.
• Flexible Vacation: We encourage you to take time to recharge.
• Education: Dedicated learning budget for courses, events, and books.
• Fun: Regular company activities, outings, and retreats.
• Investments: 401(k) with a 3% match.
• Work Style: Choose between WFH or working from our office.

Key Responsibilities

• Configure and deploy AI tools as specified in Phase1 engagement plans (e.g., Copilot forM365, Harvey, Clio Duo, Casetext, document automation tools).
• Build, test, and document automations and AI‑assisted workflows using platforms such as Make, Zapier, PowerAutomate, 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 to the fCTO.
• Support the fCTO in pre‑engagement scoping by assessing technical feasibility and effort estimates.

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 and API‑based integrations.
• Proficiency with at least one automation platform (Make, Zapier, PowerAutomate, n8n, or equivalent).
• Familiarity with AI/LLM‑based tools and business configuration; prior legal tech exposure is a plus.
• Strong documentation habits: ability to produce clear SOPs, configuration guides, and logs without prompting.
• Comfortable working from a scoping document or engagement plan independently.
• Basic understanding of data privacy and security considerations for cloud and AI deployment.
• Must be able to independently execute technical tasks; this role owns delivery, not strategy.
• Must produce clean, thorough documentation; undocumented work is considered incomplete.
• Must communicate blockers and risks promptly and clearly.
• Willingness to learn new tooling quickly is essential.
• Must work within SMB Team’s systems and contribute to shared playbooks.
• No direct client communication required; all client‑facing interaction is handled by the fCTO.

Salary

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

Equal Opportunity Employer

The SMB Team is an Equal Opportunity Employer. We extend opportunities to qualified applicants regardless of race, color, gender, age, national origin, religion, citizenship, marital status, sexual orientation, gender identity, disability, veteran status, or any other protected category.