This is a remote position.
PERMANENT AU DAYSHIFT REMOTE/WFH PHILIPPINES)
Job Description:
AI Integration Specialist (HubSpot & Actionstep Automation)
Client : AU Legal/Law Firm
TOOLS: hubspot and actionstep
task: automate workflows
HARD REQUIREMENTS: Someone with actionstep and hubspot experience
working hours: PT
VA rate: $14-15 AUD per hour (Negotiable)
START ASAP
Job Summary
We are seeking an innovative and technically skilled AI Integration Specialist to design implement and optimize automated workflows across HubSpot Actionstep and other business systems. The ideal candidate will have experience leveraging AI tools workflow automation platforms CRM systems and legal practice management software to streamline operations improve client experiences and increase organizational efficiency.
This role will work closely with business stakeholders legal teams operations and sales departments to identify automation opportunities and deploy scalable AI-driven solutions.
Key Responsibilities
AI & Workflow Automation
Design develop and implement AI-powered workflows and business process automations.
Identify repetitive tasks and manual processes that can be streamlined through automation.
Integrate AI tools to improve operational efficiency client communications and data
management.
Develop automated workflows for lead management client intake document generation task assignments and reporting.
Monitor and optimize workflow performance to maximize efficiency and accuracy.
HubSpot Administration & Automation
Build and manage HubSpot workflows sequences pipelines and automation processes.
Automate lead nurturing sales processes customer onboarding and marketing campaigns.
Configure custom properties reports dashboards and integrations.
Ensure CRM data integrity and process consistency.
Collaborate with sales and marketing teams to improve customer journey automation.
Actionstep Administration & Automation
Configure and optimize Actionstep workflows and matter management processes.
Automate client intake legal workflows document generation and task management.
Integrate Actionstep with HubSpot and other third-party platforms.
Support legal teams by improving operational processes and reducing manual workloads.
Maintain workflow documentation and process maps.
Systems Integration
Develop and maintain integrations between HubSpot Actionstep and other business
applications.
Utilize automation platforms such as Zapier Make (Integromat) Microsoft Power Automate or similar tools.
Ensure seamless data synchronization across systems.
Troubleshoot integration issues and optimize system performance.
Reporting & Analytics
Create dashboards and reports to measure workflow performance and automation
effectiveness.
Analyze business processes and recommend continuous improvements.
Track key performance indicators (KPIs) related to automation initiatives.
Required Qualifications
Bachelors degree in Information Technology Computer Science Business Systems or a related field (preferred).
2 years of experience implementing workflow automation and systems integrations.
Hands-on experience with HubSpot CRM and workflow automation.
Experience administering or working with Actionstep legal practice management software.
Knowledge of AI tools and AI-assisted business automation solutions.
Experience with automation platforms such as:
Zapier
Make (Integromat)
Microsoft Power Automate
n8n
Strong understanding of APIs webhooks and data integrations.
Excellent analytical and problem-solving skills.
Strong communication and stakeholder management abilities.
Preferred Qualifications
Experience working within legal professional services or consulting environments.
Knowledge of OpenAI ChatGPT AI agents or other generative AI technologies.
Experience with CRM optimization and customer journey automation.
Familiarity with project management methodologies and process improvement frameworks.
Basic understanding of SQL JavaScript or Python.
Technical Skills
CRM & Practice Management
HubSpot CRM
Actionstep
CRM Workflow Automation
Automation & Integration
Zapier
Make (Integromat)
Microsoft Power Automate
n8n
API Integrations
Webhooks
AI Technologies
ChatGPT / OpenAI
AI Agents
AI-Powered Workflow Automation
Prompt Engineering
Reporting & Analytics
HubSpot Reporting
Dashboard Creation
Process Mapping
Workflow Analysis
Key Competencies
Process Improvement Mindset
Technical Problem Solving
Systems Thinking
Innovation and Creativity
Attention to Detail
Project Management
Communication and Collaboration
Adaptability and Continuous Learning
Required Qualifications Bachelors degree in Information Technology Computer Science Business Systems or a related field (preferred). 2 years of experience implementing workflow automation and systems integrations. Hands-on experience with HubSpot CRM and workflow automation. Experience administering or working with Actionstep legal practice management software. Knowledge of AI tools and AI-assisted business automation solutions. Experience with automation platforms such as: Zapier Make (Integromat) Microsoft Power Automate n8n Strong understanding of APIs webhooks and data integrations. Excellent analytical and problem-solving skills. Strong communication and stakeholder management abilities. Preferred Qualifications Experience working within legal professional services or consulting environments. Knowledge of OpenAI ChatGPT AI agents or other generative AI technologies. Experience with CRM optimization and customer journey automation. Familiarity with project management methodologies and process improvement frameworks. Basic understanding of SQL JavaScript or Python. Technical Skills CRM & Practice Management HubSpot CRM Actionstep CRM Workflow Automation Automation & Integration Zapier Make (Integromat) Microsoft Power Automate n8n API Integrations Webhooks AI Technologies ChatGPT / OpenAI AI Agents AI-Powered Workflow Automation Prompt Engineering Reporting & Analytics HubSpot Reporting Dashboard Creation Process Mapping Workflow Analysis
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