Workflow & Automation Lead

About The Job We partner with forward-thinking organizations in the AEC (Architecture, Engineering, and Construction) industry to push the boundaries of how the built environment is designed and delivered. As the premier full-service management advisory firm exclusively focused on the built world, we combine domain expertise with leading-edge technology strategy to solve real problems at scale.

We are seeking a Workflow & Automation Lead to own the design, implementation, and continuous improvement of our internal workflows and operational systems. You'll be hands‑on in building automations, enabling AI tools across the organization, and creating the operational infrastructure that allows a lean team to punch above its weight. This is a systems‑building role, not a project‑management role. You'll spend your time in the weeds: configuring no‑code automation tools, integrating AI assistants into daily workflows, designing processes from scratch, and iterating relentlessly on how work gets done.

If you're energized by eliminating manual work, obsessed with efficiency, and excited about what AI can do for teams, we want to hear from you.

• Design, document, and implement end‑to‑end workflows for core business operations—from client onboarding to project delivery to internal coordination.
• Identify friction points and inefficiencies in existing processes; propose and implement improvements.
• Create standardized operating procedures and playbooks that enable consistent execution across a distributed team.
• Own the operational "how"—translating strategic priorities into repeatable systems.

• Build and maintain automations using tools like Zapier, Relay, or similar platforms to eliminate repetitive manual work.
• Configure and integrate business systems (CRM, project management and communication tools, websites, etc.) to create seamless data flows.
• Set up automated reporting, notifications, and triggers that keep work moving without manual intervention.
• Evaluate, select, and implement new tools that improve operational efficiency.

• Identify opportunities to embed AI tools (LLMs, copilots, agents) into team workflows to accelerate output and reduce toil.
• Configure and customize AI assistants for specific use cases: drafting, research, data analysis, client communication, and internal operations.
• Stay current on emerging AI capabilities and proactively pilot new tools that could benefit the organization.

• Establish metrics and feedback loops to measure operational efficiency and process effectiveness.
• Conduct regular audits of workflows to identify improvement opportunities and technical debt.
• Iterate on processes based on real‑world feedback—knowing when to standardize and when to adapt.
• Build a culture of operational excellence where the team actively contributes to improving how work gets done.

• Maintain visibility into work across teams; ensure priorities are clear and nothing falls through the cracks.
• Partner with team leads to understand workloads, identify bottlenecks, and proactively surface resource conflicts.
• Create dashboards and status reports that give leadership clear visibility into operational health.

• 5+ years of experience in operations, IT, Dev Ops, process improvement, or other systems‑focused roles, preferably in a professional services, consulting, or startup environment.
• Bachelor's degree or equivalent work experience.
• Demonstrated hands‑on experience building automations using no‑code/low‑code tools (Zapier, Make, n8n, Power Automate, or similar).
• Proficiency with AI tools (ChatGPT, Claude, Copilot, or similar) and a track record of integrating them into workflows.
• Strong technical aptitude—comfortable working with APIs, webhooks, and connecting disparate systems.
• Experience selecting, implementing, and configuring business software (project management, CRM, databases, communication tools).
• Exceptional process thinking: ability to see end‑to‑end workflows, identify dependencies, and design elegant solutions.
• Bias toward building over managing—you'd rather…