Digital Advisory Senior Consultant, Automation, Integration & AI

Our Firm
Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don’t just work with numbers—we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services.

At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand.

We’re committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success.

Your Journey
Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm’s success through collaboration, exceptional service, and continuous growth.

Position Summary:

About the Practice

We are standing up a new Digital Advisory practice — including a value-added reseller (VAR) practice — to help middle-market clients modernize their core business systems and get measurable value from technology. We advise, select, implement, and optimize modern ERP and connected business platforms, and we go deep in four verticals: healthcare, construction, not-for-profit, and manufacturing. Deep, industry-specific expertise is central to how we differentiate — we serve clients as specialists who understand their business, not generalists — so relevant experience in these industries is highly valued across every role.

This is a build-from-the-ground-up opportunity. As a founding member of the practice you will help shape our service offerings, delivery methodology, partner alliances, and culture — with the backing, brand, and client base of an established firm behind you. We are in the process of selecting our anchor platform partners from among the leading mid-market ERP and business-application publishers, and early team members will help define that ecosystem.

Role Summary

The Senior Consultant for Automation, Integration & AI is a hands-on builder who connects and extends our clients’ ERP and business platforms — designing the integrations, process automations, and applied-AI solutions that turn a collection of systems into a connected, intelligent operation. Working alongside the Solution Architect, you will own automation, integration, and AI workstreams end to end and help define the accelerators and reference patterns that make these capabilities a repeatable part of every engagement.

Key Responsibilities

Integration

• Design and build integrations between ERP, CRM, and connected SaaS and on-premises applications using iPaaS/middleware, APIs (REST/SOAP), events, and webhooks.

• Own data migration, transformation, and pipeline work in support of implementations.

Automation

• Design and deliver workflow and process automations — low-code/no-code, RPA, and event-driven — that streamline client operations and reduce manual effort.

• Identify automation opportunities during discovery and translate them into pragmatic, maintainable solutions.

Applied AI

• Design and implement applied-AI solutions — intelligent document processing, LLM-based assistants and copilots, retrieval-augmented generation, and agentic workflows — embedded into client business processes.

• Apply AI responsibly, with attention to security, data governance, accuracy, and clear guardrails.

Delivery & Practice-Building

• Partner with the Solution Architect on connected-system architecture and help build the practice’s automation, integration, and AI accelerators, reference patterns, and playbooks.

• Support demos, scoping, and estimates for automation/integration/AI workstreams, and maintain high client satisfaction and target billable utilization.

Qualifications

Required

• 5+ years building integrations and automations in a consulting or enterprise environment, including hands-on work connecting ERP/CRM and SaaS applications.

• Strong hands-on experience with integration/iPaaS platforms, APIs, and data transformation, plus solid development skills (e.g., Python, JavaScript/TypeScript, SQL).

• Demonstrated delivery of process automation (workflow automation, RPA, or low-code) and practical, applied-AI capabilities.

• Working knowledge of modern AI patterns — LLMs, retrieval-augmented generation, intelligent document processing, or agentic workflows — with a pragmatic view of where they add real value.

• Ability to run workstreams independently, manage client relationships, and communicate technical concepts to business stakeholders.

Preferred

• Experience embedding automation and AI into ERP or business-process contexts, and familiarity with at least one of our target industries: healthcare, construction, not-for-profit, or manufacturing.

• Experience with a major cloud platform (Azure, AWS, or GCP) and relevant integration, automation, or AI/ML certifications.

• Exposure to building delivery methodology, accelerators, or reusable technical assets.

Compensation

Target base salary range of $120,000–$160,000, plus a utilization/performance bonus. This band reflects the premium the market places on strong integration and applied-AI skills, and exceptional candidates may be considered above the range. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Discretionary incentive compensation is based on firm, group, and individual performance.

Why Choose Us?

At Sorren, we’re invested in your growth—both personally and professionally. We’ll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we’ve designed our culture and benefits to reflect that.

What We Offer*:

• Generous paid time off
• Comprehensive medical, dental, and vision coverage, plus life and disability insurance
• 401(k) retirement savings plan
• Paid holidays, including a firmwide winter break (December 24 – January 1)
• Paid parental leave (available after one year of service)
• Mentorship and career development programs
• CPA exam support to help you succeed on the path to licensure
• Firm-sponsored events and spontaneous team activities
• Celebrations to mark milestones like the end of busy season and the holidays

*Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.

© 2025 “Sorren” is the brand name under which Sorren CPAs, P.C. and Sorren, Inc. and its subsidiary entities provide professional services. Sorren CPAs P.C. and Sorren, Inc. and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Sorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. Sorren, Inc. and its subsidiary entities are not licensed CPA firms.