AI Implementation Specialist

SMB Team

$80K — $90K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-4 years of hands-on experience in technical implementation, IT support, or automation engineering
  • Experience configuring and integrating SaaS tools, especially M365 and Google Workspace
  • Proficiency in automation platforms like Make, Zapier, or Power Automate
  • Familiarity with AI/LLM-based tools in a business context; legal tech exposure is a plus
  • Strong documentation skills for producing SOPs and configuration guides
  • Self-starter able to work independently from engagement plans
  • Basic knowledge of data privacy and security norms for cloud and AI deployment

Responsibilities

  • Configure and deploy specified AI tools as per engagement plans
  • Build, test, and document automations and workflows using automation platforms
  • Conduct setup activities such as tenant configuration and user provisioning
  • Perform data mapping and light migration to support AI onboarding
  • Maintain comprehensive logs and documentation for each engagement
  • Troubleshoot technical issues during deployment and escalate as necessary
  • Contribute templates and SOPs to shared team resources
  • Stay updated on legal AI tools and provide relevant insights to the fCTO

Benefits

  • Opportunity to work in a rapidly growing marketing agency with a strong brand presence in the legal industry
  • Part of a team that is recognized for industry-leading educational offerings
  • Involvement in a coaching program identified as the most comprehensive for attorneys
  • Successful track record of significant year-over-year growth
  • Collaborative work environment that values teamwork and shared resources
Full Job Description
SMB Team is seeking an internal, FULL TIME HIRE to execute hands-on AI implementation activities for small 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.

The salary for this role is $80,000 - $90,000 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 tools and how to configure them in a business context; prior exposure to legal tech a plus but not required
    • Strong documentation habits - can produce clear SOPs, configuration guides, and implementation logs without prompting
    • Comfortable working from a scoping document or engagement plan without requiring step-by-step direction
    • Basic understanding of data privacy and security considerations relevant to cloud and AI tool deployment
    • Must be able to independently execute technical implementation tasks from a spec or engagement plan - this role owns delivery, not strategy
    • Must produce clean, thorough documentation for every configuration and deployment; undocumented work is incomplete work
    • Must communicate blockers and risks promptly and clearly to the fCTO - no surprises
    • Must be current on AI tools and integration platforms; willingness to learn new tooling quickly is essential
    • Must work within SMB Team's systems and contribute to shared playbooks - this is a team practice, not a solo role
    • No direct client communication responsibility; all client-facing interaction is handled by the fCTO. However, work product must be polished enough to be reviewed and presented to clients by the fCTO

Benefits

SMB Team is a rapidly-growing marketing agency and coaching business for lawyers. After four years of 300% year-over-year growth, we have quickly become one of the top brands in the legal industry.

Bottom Line: We change lives. Want proof? Read our Google My Business reviews.

There are three parts to our business:

Educational Brand: We currently run the most prominent talk show in the legal industry. Every week, we get hundreds of lawyers on our webinars by interviewing top thought leaders (as seen on our YouTube). The goal is to become THE source of education for lawyers.

Marketing Services: We offer a full suite of marketing services to our clients, including PPC, SEO, Website Design, Video, and Social Media management. Our goal is to scale our services business to over $15M in revenue in 2023.

Coaching Services: We have a rapidly-growing, Philadelphia-based coaching program for lawyers. In our first year, we built our coaching business into a multi-seven-figure business. Our program has been identified as the most comprehensive coaching program for attorneys, and we plan to double the size of our clients in the next year.

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