AI Solutions & Automation Specialist

Summary

CWH Advisors is a leading healthcare advisory firm committed to applying AI to enhance its operations and client delivery. The AI Solutions & Automation Specialist will be responsible for identifying AI opportunities, developing and implementing AI solutions, and promoting AI adoption across the organization.

Responsibilities

• Partner with leadership to identify opportunities to apply AI across internal business operations and client delivery
• Evaluate emerging AI technologies, capabilities, and platforms and recommend practical solutions aligned with the firm’s business objectives
• Help develop and advance CWH Advisors’ AI strategy, innovation roadmap, and implementation priorities
• Monitor developments in artificial intelligence, workflow automation, and related technologies to identify opportunities relevant to the firm
• Translate emerging capabilities into practical use cases that improve efficiency, quality, scalability, and business performance
• Design, configure, test, and implement AI-powered solutions that address clearly defined business challenges
• Build intelligent automations, workflows, and integrations that reduce manual work and improve operational efficiency
• Configure and optimize AI platforms, automation tools, and low-code or no-code technologies
• Develop practical prototypes and pilot programs to evaluate new AI use cases before broader implementation
• Continuously monitor and improve AI-enabled solutions to increase reliability, usability, adoption, and business value
• Document solution requirements, workflows, configurations, operating procedures, and expected outcomes
• Assess existing business processes to identify opportunities for automation, simplification, and AI enablement
• Apply AI to improve research, knowledge management, reporting, CRM activities, information synthesis, and operational workflows
• Work with internal stakeholders to understand current-state challenges and design more efficient future-state processes
• Identify repetitive, time-intensive, or manual activities that can be improved through automation
• Measure the effectiveness of implemented solutions and recommend enhancements based on performance and user feedback
• Serve as the firm’s internal subject matter expert across its evolving AI and automation ecosystem
• Evaluate, implement, manage, and optimize AI platforms and capabilities that support organizational growth
• Help establish practical standards for AI tool selection, configuration, documentation, maintenance, and use
• Coordinate with leadership and external technology partners as needed to support implementations and integrations
• Promote the responsible, secure, and effective use of AI-enabled tools across the organization
• Partner with teams across CWH Advisors to identify new AI use cases and prioritize opportunities based on business impact and feasibility
• Promote AI adoption through practical training, documentation, demonstrations, and best-practice guidance
• Develop user-friendly resources that help team members confidently incorporate AI into their daily work
• Support change management and adoption efforts associated with new AI tools, workflows, and operating practices
• Foster a culture of experimentation, continuous learning, collaboration, and responsible innovation

Skills

• Bachelor's degree in Computer Science, Information Systems, Engineering, Data Science, Artificial Intelligence, or a related discipline, or equivalent professional experience
• Demonstrated experience implementing AI technologies, workflow automation, business process improvements, or related technology solutions
• Strong understanding of artificial intelligence, automation platforms, generative AI capabilities, and emerging technology trends
• Hands-on experience designing, configuring, implementing, or optimizing technology-enabled workflows
• Ability to understand business challenges and translate them into practical, scalable AI-enabled solutions
• Strong analytical and problem-solving skills, with the ability to evaluate options and make thoughtful recommendations
• Business-minded approach that balances technical possibilities with operational needs, user experience, implementation effort, and expected value
• Strong written and verbal communication skills, including the ability to explain technical concepts to nontechnical stakeholders
• Ability to manage multiple initiatives, priorities, and implementation activities in a fast-moving environment
• Self-directed, highly organized, and comfortable taking ownership of projects from idea development through implementation and ongoing improvement
• Collaborative working style and the ability to build productive relationships across leadership, consulting teams, and business functions
• Passion for AI, innovation, experimentation, and continuous learning
• Experience working with AI platforms, workflow automation tools, or low-code and no-code technologies
• Familiarity with APIs, system integrations, scripting, or workflow development
• Experience supporting CRM, business intelligence, research, reporting, or knowledge-management platforms
• Experience within healthcare, consulting, advisory services, or another professional-services environment
• Experience developing training materials, process documentation, implementation guides, or technology-adoption resources
• Familiarity with the unique information, workflow, security, and client-service requirements of a healthcare advisory organization

Qualifications

Must Haves

• Bachelor's degree in Computer Science, Information Systems, Engineering, Data Science, Artificial Intelligence, or a related discipline, or equivalent professional experience
• Demonstrated experience implementing AI technologies, workflow automation, business process improvements, or related technology solutions
• Strong understanding of artificial intelligence, automation platforms, generative AI capabilities, and emerging technology trends
• Hands-on experience designing, configuring, implementing, or optimizing technology-enabled workflows
• Ability to understand business challenges and translate them into practical, scalable AI-enabled solutions
• Strong analytical and problem-solving skills, with the ability to evaluate options and make thoughtful recommendations
• Business-minded approach that balances technical possibilities with operational needs, user experience, implementation effort, and expected value
• Strong written and verbal communication skills, including the ability to explain technical concepts to nontechnical stakeholders
• Ability to manage multiple initiatives, priorities, and implementation activities in a fast-moving environment
• Self-directed, highly organized, and comfortable taking ownership of projects from idea development through implementation and ongoing improvement
• Collaborative working style and the ability to build productive relationships across leadership, consulting teams, and business functions
• Passion for AI, innovation, experimentation, and continuous learning

Nice to Haves

• Experience working with AI platforms, workflow automation tools, or low-code and no-code technologies
• Familiarity with APIs, system integrations, scripting, or workflow development
• Experience supporting CRM, business intelligence, research, reporting, or knowledge-management platforms
• Experience within healthcare, consulting, advisory services, or another professional-services environment
• Experience developing training materials, process documentation, implementation guides, or technology-adoption resources
• Familiarity with the unique information, workflow, security, and client-service requirements of a healthcare advisory organization