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 work streams 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 AIDesign and implement applied-AI solutions — intelligent document processing, LLM-based assistants and…