Operations Manager: Systems, AI & Workflow Enablement

Safe Harbor Wills and Trusts; Westview Manor (NY); Presencial; USD 75.000 - 80.000; Jornada completa

Descripción de la vacante

Safe Harbor Wills & Trusts in Camillus, New York is seeking an Operations Manager – Systems, Workflows & AI Enablement to build and scale a system-driven practice. You will own customer journeys, optimize workflows, and implement AI-enabled tools across practice areas, including estate planning and related services.

The role focuses on creating repeatable processes, measuring KPIs, and leading teams to deliver consistent client experiences while integrating tools like Clio, DecisionVault,

Formación

• Experience designing, implementing, and overseeing tiered drafting and production models.
• Proven track record building and enforcing SOPs.
• Strong skills integrating practice management, intake, drafting, and AI tools.

Responsabilidades

• Own and maintain a unified Customer Journey Map across practice areas.
• Ensure workflows deliver a consistent client experience.
• Eliminate ambiguity, rework, and handoff failures.
• Oversee tiered drafting/production, including offshore or third-party resources, with QA, data security, confidentiality, and attorney review standards.
• Build, document, and enforce SOPs; maintain role clarity and accountability.
• Monitor KPIs on file velocity, error rates, CARE program metrics, and time saved.
• Design and deploy AI-assisted tools and automate workflows within systems like Clio and DecisionVault.
• Design, implement, and maintain reliable workflow automations connecting core systems.

Conocimientos

Workflow design

Process improvement

Systems integration

AI tooling

Team leadership

Herramientas

Clio

DecisionVault

ElderDocs

Zapier

Make (Integromat)

Power Automate

Descripción del empleo

Safe Harbor Wills & Trusts in Camillus, New York is seeking an Operations Manager – Systems, Workflows & AI Enablement to build and scale a system-driven practice. You will own customer journeys, optimize workflows, and implement AI-enabled tools across practice areas, including estate planning and related services.

The role focuses on creating repeatable processes, measuring KPIs, and leading teams to deliver consistent client experiences while integrating tools like Clio, DecisionVault,