Business Systems & Automation Specialist

Level Workforce is an innovative consulting and workforce solutions agency dedicated to empowering businesses and business owners in the construction, real estate and finance industries. With over 25 years of combined industry experience, we are passionate about helping clients achieve their goals through strategic guidance, streamlined processes, and operational excellence.

Our team of seasoned professionals offers a range of consulting services, from business advisory to executive hands-on consulting, and staffing solutions to help develop tailored solutions that address our client's unique challenges and goals. We take a client-first approach and prioritize communication, collaboration, and transparency to ensure that our clients feel supported throughout their engagement with us.

• Title: Business Systems & Automation Specialist
• Location: Remote
• Estimated
  
  Hours:
  
  15-20 hours per week
• Compensation: $30-45/hour
• Reports To: Chief of Staff

We’re looking for a resourceful, tech-savvy Business Systems & Automation Specialist who can bridge business operations and technology. This role will support Level Workforce internally while helping identify and implement practical AI, automation, and systems-integration solutions that improve how our business and clients work.

You’ll connect existing software platforms, configure integrations, streamline workflows, and reduce repetitive manual work across sales, operations, project management, and finance. The role combines hands‑on execution with problem‑solving: you’ll identify opportunities, recommend practical solutions, implement changes, test results, and document how the new process works. Construction‑industry knowledge is especially valuable as we develop scalable solutions for job costing, project management, operational workflows, and financial reporting.

You’ll also coordinate day‑to‑day technology support, user access, and systems administration. Over time, this role may contribute to a billable, client‑facing capability within Level’s professional services offering.

• Mapping a repetitive sales, project, or finance workflow and identifying where automation or AI could reduce manual effort.
• Connecting CRM, project‑management, document‑management, and accounting platforms so information moves more reliably between systems.
• Exploring practical uses of AI to support reporting, information retrieval, document handling, or routine administrative work.
• Setting up software and system access for a new consultant, reviewing permissions, and coordinating offboarding when someone departs.
• Implementing an operational process designed by leadership, updating the system and checklist, and communicating the change to the team.
• Supporting construction‑related workflows involving project management, job costing, operational data, and financial reporting.

• Identify opportunities to use AI, integrations, and automation to eliminate redundant steps, reduce manual data entry, and improve consistency.
• Review existing business processes and software capabilities, then recommend practical solutions that fit the business need and available resources.
• Configure and maintain workflow automations using available platforms and tools; develop customized integrations where appropriate and within your technical capabilities.
• Connect sales and CRM, operations and project‑management, document‑management, and finance/accounting systems to improve data flow, reporting, and decision‑making.
• Test new and updated automations, troubleshoot issues, monitor results, and refine workflows to ensure they work as intended.
• Document integrations, automation logic, standard operating procedures, and user…