Data Systems & Workflow Engineer

The Data Systems & Workflow Engineer plays a central role in building, maintaining, and improving the operational data ecosystem across analytics, intake, referral management, and document workflows. This position blends hands‑on business intelligence development, UI refinement, workflow automation, and cross‑team collaboration to ensure data flows are accurate, efficient, and actionable. The ideal candidate is a systems thinker who enjoys building clean, scalable solutions and partnering with both internal teams and external referral partners.

Core responsibilities include developing data and reporting capabilities, automating workflows, supporting referral and intake operations, and improving document and information management processes.

• Build and maintain reports, dashboards, and related content in our reporting systems.
• Perform ongoing dataflow updates, optimizations, and troubleshooting.
• Improve user interfaces, including migrating operational forms out of Google Sheets and Excel into more robust environments.
• Build applications when appropriate to streamline workflows and improve usability.
• Manage alerts, scheduled reports, and automated notifications.

• Develop and maintain workflows using Workato, Zapier or other automation platforms.
• Design and deploy AI agents to automate repetitive tasks and enhance operational efficiency.
• Support Filevine updates and integrations as needed, especially where document management or intake workflows intersect.

• Collaborate with referral partners to strengthen data feeds, improve consistency, and ensure reliable data delivery.
• Work with partners to match leads and resolve discrepancies in their datasets.
• Partner with internal referral and intake teams to minimize unmatched referrals and improve overall data hygiene.

• Improve general document management processes, including potential integration or workflow enhancements within Filevine.
• Identify opportunities to streamline document handling, storage, and retrieval across teams.