AI Workflow Specialist

Core States Group•Duluth, GA

1d•$100,000 - $125,000•Hybrid

About The Position

The AI Workflow Specialist will be a member of the Digital Transformation team at Core States and report to the Director of that group. The AI Workflow Specialist will be responsible for identifying, building, and supporting AI-enabled workflows across the firm’s Shared Services functions, including Finance & Accounting, Human Resources, Marketing, Legal, and Administration. They will be expected to work directly with Shared Services staff to understand their processes, deliver practical AI workflows using the firm’s approved platforms, train and support users on those workflows, and surface larger opportunities to the Digital Transformation team for enterprise development.

Requirements

Bachelors degree in Computer Science, Digital Technologies, Business, or relevant field
5+ years working in or directly supporting corporate business functions (finance/accounting, HR, marketing, legal, or operations)
Demonstrated hands-on experience building AI-enabled workflows, automations, custom GPTs/agents, or low-code solutions like PowerAutomate that others actively use — portfolio of real examples expected
Experience training or supporting non-technical users on new tools or processes
Advanced proficiency with ChatGPT or comparable AI platforms, including custom GPT/agent creation and structured prompt design
Working knowledge of the Microsoft 365 ecosystem, including Power Automate, SharePoint, and Excel
Ability to work with structured business data (exports, reports, spreadsheets) and connect workflows across systems
Understanding of data privacy and security considerations when working with confidential corporate information

Nice To Haves

Experience in a professional services or project-based business environment preferred
Familiarity with ERP or back-office platforms such as Deltek Vantagepoint preferred
Basic scripting ability (Python or similar) preferred

Responsibilities

Partner with Shared Services teams to map existing processes and identify high-value opportunities for AI-enabled improvement
Design, build, and deploy AI workflows using approved platforms, including ChatGPT Enterprise (custom GPTs, agents, structured prompt workflows) and the Microsoft Power Platform
Train and support Shared Services staff in adopting AI workflows, including documentation, office hours, and hands-on coaching
Maintain and iterate on deployed workflows based on user feedback, usage data, and measured results
Plan, schedule, and manage a portfolio of concurrent workflow projects, maintaining clear priorities, timelines, and status communication with department stakeholders
Ensure workflows handle sensitive corporate data (financial, personnel, legal) in accordance with firm governance and data-handling policies
Participate in the Digital Transformation team’s weekly rhythm of goals, status, and results
Escalate opportunities with enterprise-wide impact into the Lane 2 project pipeline with clear documentation of the business case
Support firm-wide AI enablement efforts, including workflow examples, adoption spotlights, and the AI Hackathon
Track and report adoption and time-savings metrics for Shared Services AI initiatives
Other duties as assigned