AI Implementation Specialist

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SMB Team is seeking an internal, FULL TIME HIRE to execute hands-on AI implementation activities for our SMALL BUSINESS 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.

WHAT'S IN IT FOR YOU?

An opportunity to be a part of the #1 Fastest Growing Legal Marketing & Coaching Company in the U.S.

BENEFITS – We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY.

FLEXIBLE VACATION TIME - We encourage you to take time to recharge so you can be your best here at work.

EDUCATION – Team member education and learning budget on courses, events and books.

FUN – Company activities, outings, and retreats.

INVESTMENTS – 401(k) with a 3% Match.

WORK STYLE – WFH or come to the office. The choice is yours!

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 .

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.

The SMB Team is an Equal Opportunity Employer. The policy of The SMB Team is to extend opportunities to qualified applicants and employees on an equal basis regardless of an individual's race, color, gender, age, national origin, religion, citizenship status, marital status, sexual orientation, gender identity, transgender status, physical or mental disability, protected veteran status, genetic information, pregnancy, or any other categories protected by applicable federal, state or local laws.

The SMB Team is an Equal Opportunity Employer - Minority/Female/Disabled/Protected Veterans