AI Integration Specialist (HubSpot & Actionstep Automation) AU Dayshift, Remote Philippines

<p>This is a remote position.</p> <div> PERMANENT AU DAYSHIFT, REMOTE/WFH PHILIPPINES)<br><br> </div> <div> <b>Job Description: <br>AI Integration Specialist (HubSpot & Actionstep Automation)</b> </div> <div> Client : AU Legal/Law Firm<br>TOOLS: hubspot and actionstep<br> </div> <div> <div> task: automate workflows<br> </div> <div> HARD REQUIREMENTS: Someone with actionstep and hubspot experience<br> </div> </div> <div> working hours: PT<br> </div> <div> VA rate: $14-15 AUD per hour (Negotiable)<br> </div> <div> START ASAP<br><br><b>Job Summary<br></b> </div> <div> We are seeking an innovative and technically skilled AI Integration Specialist to design, implement, and optimize automated workflows across HubSpot, Actionstep, and other business systems. The ideal candidate will have experience leveraging AI tools, workflow automation platforms, CRM systems, and legal practice management software to streamline operations, improve client experiences, and increase organizational efficiency.<br> </div> <div> This role will work closely with business stakeholders, legal teams, operations, and sales departments to identify automation opportunities and deploy scalable AI-driven solutions.<br><br> </div> <div> <b>Key Responsibilities</b><b><br></b> </div> <div> <b>AI & Workflow Automation</b><b><br></b> </div> <div> ● Design, develop, and implement AI-powered workflows and business process automations.<br> </div> <div> ● Identify repetitive tasks and manual processes that can be streamlined through automation.<br> </div> <div> ● Integrate AI tools to improve operational efficiency, client communications, and data<br> </div> <div> management.<br> </div> <div> ● Develop automated workflows for lead management, client intake, document generation, task assignments, and reporting.<br> </div> <div> ● Monitor and optimize workflow performance to maximize efficiency and accuracy.<br><br> </div> <div> <b>HubSpot Administration & Automation</b><b><br></b> </div> <div> ● Build and manage HubSpot workflows, sequences, pipelines, and automation processes.<br> </div> <div> ● Automate lead nurturing, sales processes, customer onboarding, and marketing campaigns.<br> </div> <div> ● Configure custom properties, reports, dashboards, and integrations.<br> </div> <div> ● Ensure CRM data integrity and process consistency.<br> </div> <div> ● Collaborate with sales and marketing teams to improve customer journey automation.<br> </div> <div> <b><br>Actionstep Administration & Automation</b><b><br></b> </div> <div> ● Configure and optimize Actionstep workflows and matter management processes.<br> </div> <div> ● Automate client intake, legal workflows, document generation, and task management.<br> </div> <div> ● Integrate Actionstep with HubSpot and other third-party platforms.<br> </div> <div> ● Support legal teams by improving operational processes and reducing manual workloads.<br> </div> <div> ● Maintain workflow documentation and process maps.<br> </div> <div> <br><b>Systems Integration</b><b><br></b> </div> <div> ● Develop and maintain integrations between HubSpot, Actionstep, and other business<br> </div> <div> applications.<br> </div> <div> ● Utilize automation platforms such as Zapier, Make (Integromat), Microsoft Power Automate, or similar tools.<br> </div> <div> ● Ensure seamless data synchronization across systems.<br> </div> <div> ● Troubleshoot integration issues and optimize system performance.<br> </div> <div> <br><b>Reporting & Analytics</b><b><br></b> </div> <div> ● Create dashboards and reports to measure workflow performance and automation<br> </div> <div> effectiveness.<br> </div> <div> ● Analyze business processes and recommend continuous improvements.<br> </div> <div> ● Track key performance indicators (KPIs) related to automation initiatives.<br> </div> <div> <br><b>Required Qualifications</b><b><br></b> </div> <div> ● Bachelor's degree in Information Technology, Computer Science, Business Systems, or a related field (preferred).<br> </div> <div> ● 2+ years of experience implementing workflow automation and systems integrations.<br> </div> <div> ● Hands-on experience with HubSpot CRM and workflow automation.<br> </div> <div> ● Experience administering or working with Actionstep legal practice management software.<br> </div> <div> ● Knowledge of AI tools and AI-assisted business automation solutions.<br> </div> <div> ● Experience with automation platforms such as:<br> </div> <div> ○ Zapier<br> </div> <div> ○ Make (Integromat)<br> </div> <div> ○ Microsoft Power Automate<br> </div> <div> ○ n8n<br> </div> <div> ● Strong understanding of APIs, webhooks, and data integrations.<br> </div> <div> ● Excellent analytical and problem-solving skills.<br> </div> <div> ● Strong communication and stakeholder management abilities.<br> </div> <div> <br><b>Preferred Qualifications</b><b><br></b> </div> <div> ● Experience working within legal, professional services, or consulting environments.<br> </div> <div> ● Knowledge of OpenAI, ChatGPT, AI agents, or other generative AI technologies.<br> </div> <div> ● Experience with CRM optimization and customer journey automation.<br> </div> <div> ● Familiarity with project management methodologies and process improvement frameworks.<br> </div> <div> ● Basic understanding of SQL, JavaScript, or Python.<br> </div> <div> <br><b>Technical Skills</b><b><br></b> </div> <div> CRM & Practice Management<br> </div> <div> ● HubSpot CRM<br> </div> <div> ● Actionstep<br> </div> <div> ● CRM Workflow Automation<br> </div> <div> <b>Automation & Integration</b><br> </div> <div> ● Zapier<br> </div> <div> ● Make (Integromat)<br> </div> <div> ● Microsoft Power Automate<br> </div> <div> ● n8n<br> </div> <div> ● API Integrations<br> </div> <div> ● Webhooks<br> </div> <div> <b>AI Technologies</b><b><br></b> </div> <div> ● ChatGPT / OpenAI<br> </div> <div> ● AI Agents<br> </div> <div> ● AI-Powered Workflow Automation<br> </div> <div> ● Prompt Engineering<br> </div> <div> <b>Reporting & Analytics</b><br> </div> <div> ● HubSpot Reporting<br> </div> <div> ● Dashboard Creation<br> </div> <div> ● Process Mapping<br> </div> <div> ● Workflow Analysis<br> </div> <div> <b>Key Competencies</b><b><br></b> </div> <div> ● Process Improvement Mindset<br> </div> <div> ● Technical Problem Solving<br> </div> <div> ● Systems Thinking<br> </div> <div> ● Innovation and Creativity<br> </div> <div> ● Attention to Detail<br> </div> <div> ● Project Management<br> </div> <div> ● Communication and Collaboration<br> </div> <div> ● Adaptability and Continuous Learning<br> </div><br>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...