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.