Automation & AI Process Optimization Lead

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

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