AI Implementation Specialist

IMPORTANT NOTICE: SMB Team will never solicit personal information, request equipment purchases, or send checks as part of our hiring process. All legitimate communication comes exclusively from @ smbteam.com email addresses. If you receive outreach from any other domain (such as smbteam.us or similar), please disregard it and report it to support@smbteam.com . SMB Team is seeking an internal, FULL TIME HIRE to execute hands-on AI implementation activities for our SMALL BUSINESS LAW FIRM CLIENTS under direction of the Fractional CTO. Configure AI tools, build automations, test and document workflows, and ensure that AI deployments operate reliably. This is an internal, delivery-focused role — the AI Advisor is not the client face but is the technical engine behind every engagement. WHAT'S IN IT FOR YOU? 📈 An opportunity to be a part of the #1 Fastest Growing Legal Marketing & Coaching Company in the U.S. 🦷 BENEFITS – We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY. ☀️ FLEXIBLE VACATION TIME - We encourage you to take time to recharge so you can be your best here at work. 💡 EDUCATION – Team member education and learning budget on courses, events and books. 🌴 FUN – Company activities, outings, and retreats. 💲 INVESTMENTS – 401(k) with a 3% Match. 💻 WORK STYLE – WFH or come to the office. The choice is yours! The salary for this role is $75,000 - $85,000 annually based on experience. Key Responsibilities: Configure and deploy AI tools as specified in Phase 1 engagement plans (e.g., Copilot for M365, Harvey, Clio Duo, Casetext, document automation tools) Build, test, and document automations and AI-assisted workflows using platforms such as Make, Zapier, Power Automate, or equivalent Conduct technical environment setup: tenant configuration, user provisioning, API connections, integration testing, and QA validation Perform data mapping and light data migration tasks required to support AI tool onboarding Maintain implementation logs, configuration notes, and handoff documentation for each engagement in SMB Team’s systems Troubleshoot and resolve technical issues during deployment; escalate blockers to the fCTO with clear documentation Contribute reusable templates, implementation checklists, and workflow SOPs to the SMB Team practice library Stay current on legal AI tooling and integration capabilities; proactively surface relevant updates or new options to the fCTO Support the fCTO in pre-engagement scoping by assessing technical feasibility and effort estimates for proposed implementations Requirements 2–4 years of hands-on experience in a technical implementation, IT support, or automation engineering role Demonstrated ability to configure and integrate SaaS tools; experience with M365/Google Workspace environments and API-based integrations Proficiency with at least one automation platform (Make, Zapier, Power Automate, n8n, or equivalent) Familiarity with AI/LLM-based…