Workflow Automation & Data Specialist

aier.bamboohr.com; Great Barrington (MA); On-site; USD 55,000 - 65,000; Full time

Job summary

The American Institute for Economic Research is seeking an IT Operations Analyst and Data Specialist in Great Barrington, MA. You will optimize business systems, create dashboards, and drive automation across departments using Microsoft 365, Power Automate, SharePoint, Salesforce, and related platforms.

You will partner with teams to identify inefficiencies, document processes, and implement technology-enabled improvements while supporting IT operations and software projects as priorities

Qualifications

• Experience in a nonprofit, education, research, or professional-services environment.
• Experience with Microsoft Power Platform, including Power Automate and SharePoint.
• Familiarity with APIs, webhooks, system integrations, and basic data transformation concepts.
• Experience with process mapping or business process improvement.
• Relevant Microsoft, Salesforce, CompTIA, or similar technology certifications.
• Commitment to AIER’s mission and classical liberal principles.
• Three or more years of experience in IT operations, business systems administration, systems analysis, or a similar technical operations role.
• Hands-on experience administering or supporting SaaS business applications, such as Microsoft 365, SharePoint, Salesforce, Jotform, Formstack, or comparable platforms.
• Experience building workflow automations using Power Automate, form automation tools, or similar low-code/no-code platforms.
• Experience gathering requirements from nontechnical stakeholders and translating business needs into practical, maintainable technology solutions.
• Ability to independently troubleshoot application, workflow, permissions, integration, and data issues.
• Experience creating and maintaining SOPs, process documentation, knowledge base articles, process maps, and user guides.
• Strong written and verbal communication skills, with the ability to explain technical concepts clearly to nontechnical colleagues.

Responsibilities

• Build, maintain, and improve workflow automations using Jotform, Formstack, Power Automate, SharePoint, Salesforce, and related business systems.
• Partner with departments to identify repetitive work, manual processes, reporting challenges, and opportunities for technology-enabled process improvement.
• Serve as a primary liaison between departments and IT for business application support, workflow improvement, and operational technology initiatives.
• Gather business needs, evaluate existing technology capabilities, recommend process improvements, and coordinate practical technology solutions.
• Create and maintain SOPs, IT documentation, process maps, knowledge base articles, employee guides, and workflow documentation.
• Develop dashboards and reports that improve data quality, standardize workflows, automate recurring reporting, and support leadership decision-making.
• Support software implementations, vendor coordination, testing, rollout communications, and user acceptance testing.
• Coordinate business system integrations to reduce duplicate data entry and improve consistency across platforms.
• Evaluate departmental technology requests and identify opportunities to use existing systems before additional software is purchased.
• Provide employee training and guidance on business applications, workflows, and technology best practices to encourage consistent adoption and effective use of existing systems.
• Assist with helpdesk, onboarding, inventory, and equipment deployment when operational priorities require additional IT support.

Skills

Nonprofit exp

Power Platform

APIs & integrations

Process mapping

Tech certs

IT operations

SaaS admin

Communication

Data workflow automation

Tools

Power Automate

SharePoint

Jotform

Formstack

Salesforce

Microsoft 365

Job description

The American Institute for Economic Research is seeking an IT Operations Analyst and Data Specialist in Great Barrington, MA. You will optimize business systems, create dashboards, and drive automation across departments using Microsoft 365, Power Automate, SharePoint, Salesforce, and related platforms.

You will partner with teams to identify inefficiencies, document processes, and implement technology-enabled improvements while supporting IT operations and software projects as priorities