Automation Technologist

Percy Towers; Roseland (NJ); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k)

Paid leave

Job summary

Percy Towers seeks a Legal Technology Systems & Workflow Automation Specialist in Roseland, NJ. This role sits at the intersection of legal practice and enterprise operations, driving automation and data integrity across CRM, BI reporting, and practice workflows.

You will design end-to-end automated workflows with Power Automate, Zapier, and APIs, manage data synchronization across Microsoft 365, SharePoint, and client portals, and deliver clear documentation and user training to attorneys and

Qualifications

• Proven experience in administrating enterprise CRM platforms, workflow orchestration utilities, and digital workspace ecosystems.
• Bachelor’s degree or demonstrable equivalent professional experience in a related field.
• Experience configuring automated data exchanges and conditional logic using Power Automate, Zapier, and APIs.
• Experience diagnosing data flow failures and API connection interruptions across tools.
• Strong communication skills to translate technical requirements for non-technical staff.

Responsibilities

• Architecting, configuring, and sustaining end-to-end automated enterprise workflows.
• Overseeing data governance and real-time synchronization between core platforms.
• Administering CRM and business development databases, including deduplication and lifecycle tracking.
• Designing executive BI reports and dashboards to measure throughput and engagement.
• Curating digital assets across intranets and external sites for accurate profiles and communications.
• Collaborating with Finance, HR, Marketing, and IT to optimize operations with automation.
• Creating technical documentation, system manuals, and integration protocols, with user training.

Skills

CRM systems

Workflow automation

Data governance

Education

Bachelor's degree in CIS/IT/Business

Tools

Power Automate

Zapier

APIs/Webhooks

Job description

++Title++: Legal Technology Systems & Workflow Automation Specialist

++Practice Area++: Legal Operations / Enterprise Practice Technology & Workflow Architecture

++Location++: Roseland, NJ (Hybrid scheduling flexibility)

++Salary++: $75,000.00 to $95,000.00 Base Salary (Plus eligibility for discretionary annual performance incentives, merit increases, and comprehensive medical, dental, vision, 401(k), and paid leave benefits)

++Schedule++: Full-time, Direct-Hire, Standard Professional Services Operational Hours

++The Firm++:

People Placers Staffing has been retained by an esteemed, multi-practice commercial law firm that has anchored the New Jersey legal landscape for nearly a century. With a robust roster of over one hundred attorneys across regional offices in the Northeast and Mid-Atlantic, our client consistently garners prestigious accolades across Martindale-Hubbell, Chambers USA, and regional Best Law Firm evaluations. The organization is renowned for its high-caliber counsel in complex corporate transactions, healthcare regulatory matters, financial restructuring, and sophisticated commercial dispute resolution.

Distinguished by an entrepreneurial ethos and a steadfast commitment to modernizing the delivery of legal services, the firm pairs traditional legal excellence with forward-looking operational infrastructure. Employees thrive within an intellectually collaborative, collegial workplace that prioritizes internal advancement, technological empowerment, and work-life balance. This role offers an impactful vignette within a progressive firm administration that actively invests in cutting-edge business process automation.

++Duties++:

Operating at the critical intersection of legal practice and administrative operational efficiency, the incoming specialist will drive the technical optimization, data synchronization, and process modernization across the enterprise. The role interfaces with practice group leaders, executive management, and departmental stakeholders to eliminate manual bottlenecks and optimize enterprise digital solutions.

• Architecting, configuring, and sustaining end-to-end automated enterprise workflows utilizing Microsoft Power Automate, Zapier, bespoke webhooks, and modern application programming interfaces (APIs).
• Overseeing multi-directional data governance and real-time synchronization between core client relationship management platforms, Microsoft 365 environments, SharePoint repositories, and public-facing web ecosystems.
• Serving as the principal administrator for the firm’s CRM and business development databases, spearheading list segmentation, record deduplication, lifecycle tracking, and data hygiene audits.
• Designing and deploying executive-level business intelligence reports and dynamic performance dashboards to measure operational throughput, attorney engagement, and business development traction.
• Curating digital assets across internal intranet portals and external web properties, guaranteeing the accurate presentation of attorney biographies, legal practice bulletins, seminar registrations, and organizational announcements.
• Collaborating with administrative departments—including finance, human resources, marketing, and IT—to diagnose operational inefficiencies and introduce tailored automated solutions.
• Formulating comprehensive technical documentation, systems manuals, and integration protocols while providing patient, high-touch support and training to legal practitioners and administrative staff.

++Qualifications++:

Candidates must present proven experience in business systems administration and digital process improvement, ideally within professional services or legal environments.

• Bachelor’s degree in Computer Information Systems, Information Technology, Business Administration, or a closely related discipline, or demonstrable equivalent professional experience.
• Two (2) to five (5) years of progressive professional experience administrating enterprise CRM platforms, workflow orchestration utilities, and digital workspace ecosystems.
• Demonstrated technical competency in configuring automated data exchanges and conditional logic using tools such as Microsoft Power Automate, Zapier, and custom API/webhook endpoints.
• Prior experience diagnosing data flow failures, API connection interruptions, and database mapping anomalies across disparate corporate software tools.
• Exceptional interpersonal and consultative communication capabilities, with a proven ability to translate complex systems requirements into accessible language for non-technical attorneys and personnel.

++Skills++:

The following credentials and proficiencies will distinguish top-tier applicants and accelerate organizational impact:

• Substantive administrative mastery within HubSpot, Salesforce, Microsoft Dynamics, or specialized legal CRM environments.
• Familiarity with legal operations management, matter lifecycle protocols, or legal billing and practice management architectures.
• Practical working proficiency in content management frameworks such as WordPress, alongside foundational knowledge of front-end markup (HTML/CSS).
• Demonstrated aptitude with business intelligence and performance reporting platforms, including Power BI, Google Analytics, or Google Tag Manager.
• Proven capability to balance concurrent technical projects, adhere to institutional deadlines, and uphold rigorous data governance standards.

!++Notice++¡

This a job advertisement on behalf of our client and does not reflect the full job description for the role. This posting does not constitute an offer of employment, and the listed compensation details may vary by state or experience and will be discussed thoroughly during the interview phase.