Automation Specialist

 

Are you looking for a high energy, strategic, and fast-paced position as a Automation Specialist?  Join Relias, the company changing lives throughout the world by helping healthcare organizations improve their clinical and financial outcomes!

For 11,000+ health care and human service organizations, Relias helps clients deliver better clinical and financial outcomes by elevating the performance of teams. We help organizations across the continuum of care get better at maintaining compliance, developing staff and promoting consistent, high-quality care. Our platform employs assessments to reveal specific gaps in skills and addresses them with personalized and engaging learning, choosing from 7,000+ online courses that meet accrediting board, state and federal requirements.  We are passionate about our products and our clients; what we deliver and the impact we have on the world is truly something you can be proud to represent.  Join us and make a difference.

WHAT CAN RELIAS OFFER YOU?

• Fantastic health and wellness benefits package, including an outstanding 401k match, a flexible PTO program, and a generous and inclusive parental leave policy. Additionally, Relias pays for the employee portion of the monthly healthcare premium!
• Flexible work environment with onsite and work from home options – you choose when you want to come into the office!
• Active Employee Resource Groups open to all employees!
• Comprehensive onboarding program – a great introduction to our company, customers and culture!
• Growth and career advancement opportunities!
  • 20%+ annual employee promotion and transfer rate
  • Multiple development program options – leadership development, professional development curriculums, and Nanodegree options in both technology and data science
  • Professional development gained from conference attendance and participation in organizations like NC Tech
  • Onsite 321 Coffee Shop providing free coffee and pastries to employees

The Automation Specialist focusing initially on CFO Organization is a business-facing automation product owner and hands-on workflow specialist responsible for identifying, designing, coordinating, implementing, and continuously improving automation solutions across the CFO organization. The role will partner with Legal, Finance, IT, Information Security, Compliance, and cross-functional stakeholders to reduce manual work, improve cycle times, strengthen process consistency, and create scalable, auditable operating workflows.

The first major initiative for this role will be to support the Legal team in implementing a governed “legal cowork” capability using approved generative AI and enterprise tools, including Microsoft Copilot, DocuSign, and Salesforce. This initiative will focus on improving contract drafting support, intake, contract organization, document workflows, metadata capture, contract status visibility, and CLM-like functionality without implementing a standalone CLM system. Legal will serve as the subject matter expert for legal content, templates, playbooks, and attorney review standards; IT will support tooling, integrations, architecture, and system governance; and the Automation Specialist will coordinate the solution design, workflow buildout, adoption, and business-value tracking.

This role incorporates core automation responsibilities from existing Automation Specialist roles, including process improvement, Power Platform / Microsoft tooling, GenAI integration, reporting, project management, and measurable efficiency outcomes , while incorporating relevant Legal Technology Specialist responsibilities around contract workflows, legal systems, integrations, permissions, metadata, reporting, and audit readiness.

WHAT YOU’LL BE DOING:

CFO-Org Automation Product Ownership

• Serve as the product owner for automation opportunities across the CFO organization, including Legal, Finance, Accounting, FP&A, Procurement, and related operational workflows. Build and maintain an automation intake process that captures business problem, expected value, urgency, complexity, data sensitivity, systems impacted, stakeholder ownership, and implementation priority. Translate business needs into clear requirements, future-state workflows, success metrics, and delivery plans.

Legal Cowork and Contract Workflow Automation

• Lead the business-side design and implementation of a Legal cowork solution using Microsoft Copilot, DocuSign, Salesforce, and other approved enterprise tools. Partner with Legal as SME to support contract drafting workflows, template and clause organization, intake routing, contract status tracking, metadata capture, document organization, approval workflows, e-signature readiness, and searchable contract know