AI Implementation Specialist

🕒 August 5

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

💵 $80k - $90k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🛠️ Implementation Specialist

🚫👨‍🎓 No degree required

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SMB Team

WebsiteLinkedInAll Job Openings

51 - 200 employees

⚖️ Legal

📣 Marketing

💼 Consulting

Legal • Marketing • Consulting

SMB Team is a company specializing in growth acceleration for law firms. They offer a comprehensive suite of services including law firm coaching, fractional CFO services, marketing courses, and virtual assistant solutions tailored to the needs of legal professionals. SMB Team focuses on helping law firms increase their revenue, improve client acquisition through innovative marketing strategies such as SEO, PPC, and social media, and develop self-managing teams through their structured coaching programs. Their flagship service, Elite 360, addresses core law firm challenges including lead generation, hiring, and profit growth. The company aims to transform law firms into highly profitable and self-sustaining businesses, allowing lawyers to focus on their practice while their firms thrive autonomously. SMB Team is dedicated to empowering law firm owners to achieve significant growth in revenue and freedom.

📋 Description

• Configure and deploy AI tools specified in Phase 1 engagement plans, including Copilot for M365, Harvey, Clio Duo, Casetext, and document automation tools • Build, test, and document automations and AI-assisted workflows using Make, Zapier, Power Automate, or equivalent platforms • Set up technical environments, including tenant configuration, user provisioning, API connections, integration testing, and QA validation • Perform data mapping and light data migration for AI tool onboarding • Maintain implementation logs, configuration notes, and handoff documentation for each engagement • Troubleshoot and resolve deployment issues and escalate blockers to the Fractional CTO with clear documentation • Contribute reusable templates, implementation checklists, and workflow SOPs to the practice library • Monitor legal AI tooling and integration capabilities and surface relevant updates or options to the Fractional CTO • Support pre-engagement scoping by assessing technical feasibility and effort estimates

🎯 Requirements

• 2–4 years of hands-on experience in a technical implementation, IT support, or automation engineering role • 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 tools and configuring them in a business context • Strong documentation habits and ability to produce clear SOPs, configuration guides, and implementation logs • Ability to work from a scoping document or engagement plan without step-by-step direction • Basic understanding of data privacy and security considerations for cloud and AI tool deployment • Ability to independently execute technical implementation tasks from a specification or engagement plan • Ability to produce thorough documentation for every configuration and deployment • Ability to communicate blockers and risks promptly and clearly to the Fractional CTO • Current knowledge of AI tools and integration platforms; willingness to learn new tooling quickly • Ability to work within SMB Team’s systems and contribute to shared playbooks • No direct client communication responsibility; work product must be polished for review and presentation by the Fractional CTO

🏖️ Benefits

• 75% of Medical, Dental, Vision insurance for you and your family • Flexible vacation time • Team member education and learning budget for courses, events and books • Company activities, outings, and retreats • 401(k) with a 3% match • WFH or come to the office; the choice is yours