What are the responsibilities and job description for the AI & Automation Workflow Specialist position at Saxton & Stump?
Description
AI & Automation Workflow Specialist
Department: Applied AI / Innovation
Location: Harrisburg, Lancaster or Malvern, PA
Position Summary
Join one of the most innovative, forward-thinking law firms in the country. As a member of the Saxton & Stump team, you’ll be joining a culture of excellence and teamwork, mixed with a strong focus on investing in our team and the community. We understand that the new legal environment requires a different type of approach to all aspects of the business, and we’ve built that into the way we recruit, the way we structure our team, and the way we value customer service.
The AI & Automation Workflow Specialist will support the firm’s Applied AI function by helping build, test, troubleshoot, maintain, and improve AI-enabled workflows and automation solutions.
This is a hands-on technical role with meaningful attorney and end-user interaction. The right candidate will be able to take over much of the detailed technical execution work involved in building and maintaining workflows, while also being capable of speaking directly with attorneys, documenting workflows, supporting testing, and translating feedback into practical improvements.
This person does not need to be a traditional software engineer, but they must be technically fluent, detail-oriented, curious, and comfortable working with tools such as Microsoft Power Platform, Power Automate, Microsoft 365, and AI-enabled workflow platforms.
Key Responsibilities
Workflow Technical Execution
Requirements
Required Qualifications
Administrative and support staff must be able to perform the essential functions of their roles, with or without reasonable accommodation, in a professional office setting. These requirements include:
The ideal candidate is technically capable, intellectually curious, and execution-oriented. They enjoy building workflows, solving problems, testing details, and improving processes. They are comfortable getting into the details of automation logic and troubleshooting, but can also sit with an attorney, understand the business problem, and communicate clearly without unnecessary technical jargon.
This person should be eager to grow into a broader applied AI, legal technology, automation, or product ownership role. They should be comfortable operating in ambiguity, asking good questions, taking ownership, and helping turn loosely defined ideas into reliable, usable tools.
Success in This Role Looks Like
A successful AI & Automation Workflow Specialist will quickly become a trusted execution partner to the Director of Applied AI. They will help reduce the Director’s involvement in day-to-day workflow building, testing, debugging, and documentation, while providing reliable support to attorneys and staff as AI and automation tools are developed, tested, and deployed across the firm.
Saxton & Stump offers a competitive salary, as well as a comprehensive benefits package, including medical, dental, and vision insurance (which start day one of employment), a 401k plan, and the opportunity for professional growth.
AI & Automation Workflow Specialist
Department: Applied AI / Innovation
Location: Harrisburg, Lancaster or Malvern, PA
Position Summary
Join one of the most innovative, forward-thinking law firms in the country. As a member of the Saxton & Stump team, you’ll be joining a culture of excellence and teamwork, mixed with a strong focus on investing in our team and the community. We understand that the new legal environment requires a different type of approach to all aspects of the business, and we’ve built that into the way we recruit, the way we structure our team, and the way we value customer service.
The AI & Automation Workflow Specialist will support the firm’s Applied AI function by helping build, test, troubleshoot, maintain, and improve AI-enabled workflows and automation solutions.
This is a hands-on technical role with meaningful attorney and end-user interaction. The right candidate will be able to take over much of the detailed technical execution work involved in building and maintaining workflows, while also being capable of speaking directly with attorneys, documenting workflows, supporting testing, and translating feedback into practical improvements.
This person does not need to be a traditional software engineer, but they must be technically fluent, detail-oriented, curious, and comfortable working with tools such as Microsoft Power Platform, Power Automate, Microsoft 365, and AI-enabled workflow platforms.
Key Responsibilities
Workflow Technical Execution
- Build, test, troubleshoot, and maintain workflows using Microsoft Power Automate, Power Platform, SharePoint, Teams, Forms, Excel, and related tools.
- Support the development of AI-enabled workflows, document automation, intake processes, approval flows, task routing, and internal productivity tools.
- Debug workflow errors, failed runs, logic issues, permissions problems, and integration issues.
- Refine workflows based on user feedback, testing results, and operational needs.
- Document workflow logic, requirements, dependencies, testing steps, known issues, and support procedures.
- Participate in attorney-facing testing sessions, capture feedback, identify gaps, and recommend improvements.
- Explain workflow functionality and technical concepts in clear, practical terms for non-technical users.
- Help identify opportunities to use AI and automation to improve legal work, internal operations, client service, document processes, knowledge management, and administrative workflows.
- Assist with pilots, proofs of concept, testing, rollout, and post-launch support for AI and automation initiatives.
- Support both internal and client-facing AI and automation projects.
- Stay current on Microsoft Power Platform, generative AI, legal technology, and workflow automation capabilities.
- Take ownership of assigned workflow and automation tasks from intake through testing and implementation.
- Manage day-to-day execution details, including issue tracking, testing coordination, documentation, and user follow-up.
- Escalate strategic, security, governance, or architecture questions when appropriate.
- Help the Applied AI function scale by taking on the technical minutia required to move projects from concept to working solution.
Requirements
Required Qualifications
- Experience building or supporting workflows in Microsoft Power Automate or similar automation platforms.
- Strong knowledge of Microsoft 365 tools, including SharePoint, Teams, Forms, Excel, and Outlook.
- Strong troubleshooting, analytical, and problem-solving skills.
- Ability to communicate clearly with attorneys, executives, business users, and technical stakeholders.
- Strong attention to detail and comfort managing multiple workstreams.
- Willingness to learn new tools quickly and work hands-on in emerging AI and automation platforms.
- Experience in professional services.
- Experience with Power Apps, Dataverse, Copilot Studio, document automation, workflow mapping, or AI-enabled productivity tools.
- Experience creating process maps, user stories, test plans, training materials, or support documentation.
- Prior experience in a business analyst, automation specialist, legal technology, product owner, solutions analyst, or technical support role.
Administrative and support staff must be able to perform the essential functions of their roles, with or without reasonable accommodation, in a professional office setting. These requirements include:
- Prolonged periods of sitting or standing, depending on the nature of the role, and working on a computer or phone system.
- Frequent use of hands and fingers for typing, filing, handling paperwork, and operating standard office equipment (e.g., copiers, scanners, multi-line phones).
- Ability to communicate effectively, including speaking clearly and hearing adequately in person and via phone.
- Regular movement throughout the office, including walking, bending, reaching, and retrieving files or supplies.
- Ability to lift and carry office materials, files, or packages up to approximately 15-20 pounds on an occasional basis.
- Ability to maintain focus and organization while managing routine tasks, interruptions, and multiple priorities.
The ideal candidate is technically capable, intellectually curious, and execution-oriented. They enjoy building workflows, solving problems, testing details, and improving processes. They are comfortable getting into the details of automation logic and troubleshooting, but can also sit with an attorney, understand the business problem, and communicate clearly without unnecessary technical jargon.
This person should be eager to grow into a broader applied AI, legal technology, automation, or product ownership role. They should be comfortable operating in ambiguity, asking good questions, taking ownership, and helping turn loosely defined ideas into reliable, usable tools.
Success in This Role Looks Like
A successful AI & Automation Workflow Specialist will quickly become a trusted execution partner to the Director of Applied AI. They will help reduce the Director’s involvement in day-to-day workflow building, testing, debugging, and documentation, while providing reliable support to attorneys and staff as AI and automation tools are developed, tested, and deployed across the firm.
Saxton & Stump offers a competitive salary, as well as a comprehensive benefits package, including medical, dental, and vision insurance (which start day one of employment), a 401k plan, and the opportunity for professional growth.