IT Automation Specialist

KB Search Team, LLC; Fort Wayne (IN); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Bonus potential

Profit sharing

401(k)

PTO

Paid holidays

Medical

Life insurance

Short-term disability

Downtown parking

Job summary

Top Echelon Software, LLC seeks an IT Systems & Automation Specialist for a law firm client migrating to Cogent. You will own the firm’s IT systems, build Cogent workflows, and serve as the liaison among vendors, the external IT provider, Cogent support, and staff.

The role requires SQL proficiency, strong Microsoft 365 skills, and a drive to automate processes, optimize data exchanges, and keep backend servers healthy. Remote onboarding and collaboration with the IT team are essential.

Qualifications

• Bachelor’s degree in IT-related field preferred.
• 5+ years of experience preferred.
• Proficient with SQL and data reporting; able to generate operational reports.
• Experience troubleshooting hardware, phone systems, servers, and backend issues.
• Strong communication skills and a passion for automation.

Responsibilities

• Build and refine Cogent workflows that replace manual processes.
• Configure Cogent to read client files and export files to each client’s/vendor’s specifications.
• Set up/maintain reporting and data formatting for efficient data exchange.
• Format client data to load claims into the system; manage EDI ingestion; troubleshoot discrepancies across formats.
• Format county-specific forms and create merged forms from the collection database.
• Manage and maintain SQL Server operations; write queries; establish remote connections.
• Monitor and troubleshoot servers, laptops, and VoIP; escalate to external IT or developers as needed.
• Oversee vendor onboarding, installation, and verification of new software (e.g., Agria, Tricor).
• Work with vendors to ensure we leverage Cogent features needed; oversee third-party software installation.
• Know server/system specs; plan for future tech needs and reduce reliance on external support.

Skills

SQL

Microsoft 365

Communication

Automation

Documentation

Education

Bachelor’s degree in Information Technology, Computer Science, MIS, Software Engineering, or Data Analytics

Tools

SQL Server

Cogent software

VoIP systems

Job description

Seeking a IT Systems & Automation Specialist for a law firm client that recently migrated to Cogent, a SQL Server-based case management platform. This person will lead the next phase of automation and integration while taking ownership of the firm’s broader IT systems. You’ll be the in-house expert that will build and maintain Cogent workflows, support firm hardware and telephony, monitor backend server health, manage database queries, and serve as the in-house technical authority and primary liaison among software vendors, the outside IT provider (Tricor), Cogent support, and firm staff.

IT Systems & Automation Specialist Responsibilities:

• Build and refine Cogent workflows that replace manual processes
• Configure Cogent to read client files and export files to each client’s/vendor’s specifications
• Set up/maintain reporting and data formatting for efficient data exchange, including recurring reports that are manual today
• Format client data to load claims into the system, managing EDI (Electronic Data Interchange) claims data ingestion and performing side-by-side troubleshooting of import discrepancies across CSV, tab-delimited, caret-delimited, text, and Excel formats
• Format county-specific forms so the software can read them, and create merged forms from our collection database
• Manage and maintain SQL Server operations, write/execute queries, and establish remote server connections to access databases; Handle everyday IT needs, from monitor problems to the occasional “it’s not working”
• Monitor and troubleshoot servers, laptops, and VoIP phones (RAM, reboot errors, hardware issues, payment provider API connections), escalating to external IT or developers only when needed, and help us understand our SQL Server environment (a Cogent requirement)
• Oversee vendor onboarding, installation, and implementation, and verify new software works as promised. (e.g., Agria, Tricor)
• Work directly with software vendors to make sure we’re using every feature needed
• Oversee proper installation of third-party software
• Know our server and system specifications; plan for future technology needs and reduce our reliance on costly outside support

IT Systems & Automation Specialist Profile:

• Bachelor’s degree in Information Technology, Computer Science, Management Information Systems, Software Engineering, or Data Analytics preferred
• 5+ years of experience
• Must be proficient with SQL to write efficient queries, generate operational reports, establish remote database connections, troubleshoot data integrity issues in backend databases, and increase database performance
• Experience troubleshooting hardware, phone systems, server health/RAM issues, API connection failures, and complex system errors independently, paired with comfort in the data itself: formatting files, spreadsheet work, and recognizing varying file formats (tab/caret-delimited, CSV, Excel)
• Highly proficient with Microsoft 365 ecosystem (Teams, Outlook, and Microsoft-based operational environments)
• Microsoft accreditations/certifications are a PLUS
• Experience documenting current workflows, spotting bottlenecks, and redesigning processes to run more efficiently, using automated triggers and alerts, plus dashboards and automated reporting that track performance metrics
• Solid experience with system backups, patch management, security protocols, system monitoring, and data governance: securely handling sensitive or regulated data and maintaining compliance standards
• Learning agility: Cogent is proprietary software and we’ll train you on it. Experience with it is a bonus, not a requirement
• Strong communication skills: you can talk shop with vendors, translate business needs into technical solutions, ask precise technical hardware/software specification questions, and explain it all clearly to the rest of the team
• An enthusiasm for automation and a drive to make things work better
• Experience with collections or legal software is a PLUS but not required

Why be a IT Systems & Automation Specialist for this client?

• Compensation – Competitive, Bonus Potential, Profit Sharing, 401(k), PTO, Paid Holidays, Medical, Life, & Short-Term Disability
• Schedule – Monday - Thursday, and a 1/2 day on Fridays (all year long)
• Training – Outgoing technical lead (Connor) will help train and cross-train directly through his departure.
• Perks – Downtown parking provided. Work environment is relaxed and friendly, our team’s happy and well compensated, and they want people who take pride in their work, and enjoy it.

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