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AI Systems & Automation Strategist
SavvitalAI Systems & Automation Strategist key architect of Savvital’s operating system. Designing and deploying automated workflows to enhance client experience and attorney productivity in a modern legal services company.
About the role
Key responsibilities & impact- Design, build, and deploy AI-driven systems rapidly across the Actionstep (CRM), Microsoft 365, and QuickBooks ecosystems.
- Identify and eliminate inefficiencies by designing end-to-end workflows (Intake → Drafting → Signing → Funding).
- Utilize APIs, low-code/no-code tools (Zapier, Make), and custom scripting to connect disparate platforms.
- Implement human-in-the-loop validation systems to ensure legal accuracy, compliance, and ethical standards while reducing AI hallucinations.
- Develop real-time dashboards for leadership to track KPIs such as revenue, conversion likelihood, and marketing ROI.
- Partner with attorneys, paralegals, and marketing teams to translate operational needs into technical solutions.
Requirements
What you’ll need- 3–5+ years in AI development, automation, or systems engineering.
- Proven track record of building and integrating AI-driven business solutions.
- Preferred: Experience in LegalTech, FinTech, or professional services.
- Preferred: Familiarity with Actionstep, Wealth Docx, or similar legal platforms.
- Education: Bachelor’s degree in Computer Science, Data Science, Engineering, or equivalent hands-on experience building AI systems.
Benefits
Comp & perks- People-First Culture: We prioritize professional growth and value the unique experience you bring.
- Innovation-Driven: Be at the forefront of AI adoption in the legal industry.
- Impact: Build systems that enable the firm to serve more families efficiently and redefine legal service delivery.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
AI developmentautomationsystems engineeringAPI utilizationlow-code/no-code toolscustom scriptingworkflow designdashboard developmentKPI trackinglegal accuracy
Soft Skills
collaborationcommunicationproblem-solvingtechnical translationefficiency improvement