Business Automation and AI Strategist - Elevity

Industry Analysts, Inc.; Madison (WI); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Paid time off

401(k) with match

Wellness program

Career development

Job summary

Elevity, a technology services arm of Gordon Flesch Company, is seeking a Business Automation and AI Strategist to lead automation, AI, and integration initiatives for client and internal systems. You will partner with stakeholders to define needs, design scalable solutions, and guide projects from discovery through deployment.

You will apply security, governance and responsible AI practices, work with Power Platform and other Microsoft technologies, and travel to client sites as required.

Qualifications

• In-depth experience designing, developing, implementing, and supporting automation and AI-enabled business solutions.
• Experience leading multiple initiatives through the full implementation lifecycle.
• Strong business analysis, requirements gathering, process design and documentation skills.
• Hands-on APIs, webhooks, connectors, data sources, data mapping and transformation knowledge.
• Proficiency with Python, SQL, PowerShell or equivalent tools for automation and data tasks.
• Experience with CRM, ERP, PSA, service management, financial or procurement systems.
• Strong client service, communication, collaboration, critical thinking and adaptability.
• Understanding of responsible AI, data security, privacy, governance and human oversight.
• Ability to travel to client sites, including overnight travel as needed.
• Valid driver's license and reliable transportation; willingness for occasional after-hours work.

Responsibilities

• Partner with stakeholders to define business needs, outcomes, success metrics, and requirements for systems, AI and automation.
• 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, and reporting solutions.
• Use Microsoft platforms and other 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 and risks in clear business language.
• Coordinate across teams and vendors for secure, supported solutions.
• Apply security, privacy, governance, compliance and responsible AI practices.
• Manage multiple initiatives, timelines and risks; drive deliverables.
• Monitor and troubleshoot to improve reliability, adoption and value.
• Evaluate emerging technologies and recommend practical improvements.
• Complete required training and perform other duties as assigned.

Skills

Business systems analysis

Automation development

Systems implementation

Solution consulting

Application integration

Process improvement

Technology consulting

APIs & data integration

Data mapping & transformation

CRM/ERP familiarity

Education

Bachelor's degree or related field

Tools

Python

SQL

PowerShell

Power Platform

Dataverse

Copilot Studio

Azure

Job description

Business Automation and AI Strategist – Elevity

Dealer: Gordon Flesch Company · Category: IT & Engineering · Location: Madison WI · Department: Elevity · Posted: 2026-10-30

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.