AI Systems & Automation Strategist

Role Overview

As the AI Systems & Automation Strategist, you will be the primary architect of Savvital’s internal "operating system." This is a high-impact, "builder" role focused on transforming a modern legal services company into a scalable, AI-powered organization. You will design, build, and deploy automated workflows that directly enhance client experience, attorney productivity, and firm growth.

Essential Functions

• System Architecture: Design, build, and deploy AI-driven systems rapidly across the Actionstep (CRM), Microsoft 365, and QuickBooks ecosystems.
• Operational Transformation: Identify and eliminate inefficiencies by designing end-to-end workflows (Intake → Drafting → Signing → Funding).
• Technical Integration: Utilize APIs, low-code/no-code tools (Zapier, Make), and custom scripting to connect disparate platforms.
• AI Governance: Implement human-in-the-loop validation systems to ensure legal accuracy, compliance, and ethical standards while reducing AI hallucinations.
• Data Leadership: Develop real-time dashboards for leadership to track KPIs such as revenue, conversion likelihood, and marketing ROI.
• Cross-Functional Collaboration: Partner with attorneys, paralegals, and marketing teams to translate operational needs into technical solutions.

Key Focus Areas (First 6–12 Months)

• Trust Funding Automation: Build and integrate scalable funding workflows to reduce backlogs.
• AI Recommendation Engine: Analyze client inputs to generate structured plan recommendations.
• Drafting Acceleration: Develop AI-assisted tools integrated with Wealth Docx to speed up document production.
• Marketing Engine: Deploy AI-driven content generation and campaign analytics.

Skills & Competencies

Core Technical Skills

• AI Proficiency: Strong experience with LLM platforms (ChatGPT, Claude, Gemini).
• Automation Mastery: Expert-level use of Zapier, Make, and API integrations.
• Data Visualization: Experience building dashboards in Power BI, Tableau, or similar tools.
• Programming: Python experience is highly preferred.

Vibe Coding & AI Skills (Critical)

• Advanced prompt engineering and AI-assisted rapid prototyping.
• Ability to validate, refine, and productionize AI-generated code.
• Experience orchestrating multiple AI tools into a cohesive system.

Business & Operational Skills

• Systems thinking and process mapping.
• Strong analytical ability with a focus on "Builder" execution over theory.
• Ability to communicate complex technical concepts to non-technical legal teams.

Experience & Education

• Required: 3–5+ years in AI development, automation, or systems engineering.
• Required: 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.

Key Performance Indicators (KPIs)

• Operational Impact: 30–60% reduction in manual processing time.
• Execution Speed: Velocity from initial idea to a working prototype.
• Financial Performance: Cost savings from automation and increased revenue per case.
• Quality & Adoption: Internal staff adoption rates and reduction in rework/errors.

Why Join Savvital?

• 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.

Note to Candidates: This role requires a high degree of comfort with ambiguity and rapid iteration. We are looking for an internal AI strategist and technical advisor who is obsessed with improving systems and outcomes.

COMPENSATION & BENEFITS

• Base Salary: Market Competitive.
• Utility Support: Monthly allowances for Internet, Electricity, and Wellbeing.
• Health: Comprehensive Medical Insurance coverage.
• Bonuses: Performance-based bonuses, annual growth increments, and company-wide success sharing.

“Our motto from our inception has been to put our employees first! We value the uniqueness and experience each individual brings to the organization.”

You can send your CVs to recruitment@savvital.us.