Business Automation and AI Strategist - Elevity

Elevity IT; Madison (WI); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Personal time

Vacation time

401(k) + match

Wellness program

Job summary

Elevity, a subsidiary of The Gordon Flesch Company, seeks a Business Automation and AI Strategist to help clients transform operations through automation, AI, and integration. You will partner with stakeholders to define needs, design scalable solutions, and lead projects end-to-end.

You will work with Microsoft platforms and other technologies to deliver value, while ensuring governance, security, and responsible AI practices across engagements.

Qualifications

• 4+ years of experience in business systems analysis, automation development, systems implementation, solutions consulting, application integration, process improvement, technology consulting, or a related field.
• Experience designing, developing, implementing, and supporting automation, integration, reporting, low-code, or AI-enabled business solutions.
• Experience leading multiple initiatives through the complete implementation lifecycle.
• Strong business analysis, requirements gathering, process design, and documentation skills.
• Hands-on experience with APIs, webhooks, connectors, data sources, data mapping, data transformation, and enterprise application connectivity.
• Working knowledge of technologies used for automation, integration, reporting, or data analysis, such as Python, SQL, PowerShell, or equivalent tools.
• Experience with CRM, ERP, PSA, service management, financial, procurement, or other enterprise business systems.
• Strong client service, communication, collaboration, critical thinking, adaptability, and continuous learning skills.
• Understanding of responsible AI, data security, privacy, governance, access control, and appropriate human oversight for automated solutions.
• Ability to travel to client sites, including occasional overnight travel, as business needs require.
• Valid driver’s license, appropriate auto insurance as dictated by state requirements, and access to reliable transportation.
• Availability for occasional evening or weekend work based on client or project demands.

Responsibilities

• Partner with internal and external stakeholders to define business needs, desired outcomes, success measures, and requirements for business systems, AI, and automation initiatives.
• Evaluate opportunities to improve processes through automation, integration, reporting, and AI.
• Lead discovery and document business and technical requirements, workflows, and dependencies.
• Design, implement, and support automation, AI, integration, application, and reporting solutions.
• Use Microsoft platforms and other appropriate technologies to deliver solutions.
• Lead projects through design, testing, deployment, training, and ongoing improvement.
• Build scalable internal solutions and reusable client offerings.
• Create and maintain solution, process, support, and training documentation.
• Communicate technical concepts, risks, and recommendations in clear business language.
• Coordinate across teams and vendors to deliver aligned, secure, and supportable solutions.
• Apply security, privacy, governance, compliance, and responsible AI practices.
• Manage multiple initiatives, timelines, risks, decisions, and deliverables.
• Monitor and troubleshoot solutions to improve reliability, adoption, and value.
• Evaluate emerging technologies and recommend practical improvements.
• Complete required training and perform other assigned duties.

Skills

Business systems analysis

Automation development

Requirements gathering

Project lifecycle leadership

Client service

Communication

Adaptability

Continuous learning

Travel flexibility

Tools

Power Platform

Python

SQL

PowerShell

APIs/Integrations

ConnectWise

HubSpot

Azure

Dataverse

Copilot Studio

Job description

Business Automation and AI Strategist - Elevity

Elevity is one of the largest and most capable technology service providers in the Midwest. Our talented and passionate team is the engine driving our continuing growth and strong position in the market.

Elevity is a combination of the words “elevate” and “security.” We aspire to elevate our clients’ businesses by delivering cutting-edge IT strategy, security, solutions, and support. Each Elevity team member has a direct impact on the success of the local businesses we serve every day.

We also aim to elevate every team members’ career. We believe strongly in developing from within, working with each employee to create a fulfilling career path and provide continuing education.

Our work environment promotes both growth and balance – we encourage everyone to challenge themselves in their roles, but also take time away from the office to enjoy life. As a subsidiary of The Gordon Flesch Company, Elevity offers competitive salaries, generous benefits, and a fun, collaborative work environment.

In this role you will:

• Partner with internal and external stakeholders to define business needs, desired outcomes, success measures, and requirements for business systems, AI, and automation initiatives.
• Evaluate opportunities to improve processes through automation, integration, reporting, and AI.
• Lead discovery and document business and technical requirements, workflows, and dependencies.
• Design, implement, and support automation, AI, integration, application, and reporting solutions.
• Use Microsoft platforms and other appropriate technologies to deliver solutions.
• Lead projects through design, testing, deployment, training, and ongoing improvement.
• Build scalable internal solutions and reusable client offerings.
• Create and maintain solution, process, support, and training documentation.
• Communicate technical concepts, risks, and recommendations in clear business language.
• Coordinate across teams and vendors to deliver aligned, secure, and supportable solutions.
• Apply security, privacy, governance, compliance, and responsible AI practices.
• Manage multiple initiatives, timelines, risks, decisions, and deliverables.
• Monitor and troubleshoot solutions to improve reliability, adoption, and value.
• Evaluate emerging technologies and recommend practical improvements.
• Complete required training and perform other assigned duties.

You should have:

• 4+ years of experience in business systems analysis, automation development, systems implementation, solutions consulting, application integration, process improvement, technology consulting, or a related field.
• Demonstrated experience designing, developing, implementing, and supporting automation, integration, reporting, low-code, or AI-enabled business solutions.
• Experience leading multiple initiatives through the complete implementation lifecycle.
• Strong business analysis, requirements gathering, process design, and documentation skills.
• Hands-on experience with APIs, webhooks, connectors, data sources, data mapping, data transformation, and enterprise application connectivity.
• Working knowledge of technologies used for automation, integration, reporting, or data analysis, such as Python, SQL, PowerShell, or equivalent tools.
• Experience working with CRM, ERP, PSA, service management, financial, procurement, or other enterprise business systems.
• Strong client service, communication, collaboration, critical thinking, adaptability, and continuous learning skills.
• Understanding of responsible AI, data security, privacy, governance, access control, and appropriate human oversight for automated solutions.
• Ability to travel to client sites, including occasional overnight travel, as business needs require.
• Valid driver’s license, appropriate auto insurance as dictated by state requirements, and access to reliable transportation.
• Availability for occasional evening or weekend work based on client or project demands.

Preferred Qualifications:

• Experience with Microsoft Power Platform, including Power Automate, Power Apps, Power BI, Dataverse, AI Builder, and Copilot Studio.
• Experience with Microsoft 365, Azure, ConnectWise, HubSpot, and ScalePad.
• Experience in managed services, technology services, professional services, software licensing, consulting, or recurring-revenue environments.
• Vendor-issued certifications relevant to Microsoft and business systems are preferred, including Microsoft Power Platform and ConnectWise Manage certifications.

The Gordon Flesch Company offers Medical, Dental, Personal Time, Vacation Time, 401(k) and 401(k) match, a Wellness Program and many benefits! For full details of our Benefits Program please go to: www.gflesch.com/careers.

Gordon Flesch Company is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, color, creed, disability, gender identity, national origin, protected veteran status, race, religion, sex, sexual orientation, and any other status protected by applicable local, state, or federal law.