Automation Specialist

About the role

DelCor Technology Solutions, a privately held consulting firm based in Silver Spring, MD, has been providing technology consulting and IT support to associations and nonprofits for more than 40 years. Our success has been driven by our unmatched dedication to our clients and our goal to be an ideal workplace for our employees. We admit, we're not shy about what makes us special. We have an outstanding team comprised of highly qualified and motivated individuals who really know their stuff. We're intimately familiar with the 501(c) community, which allows us to truly understand our clients' needs and objectives. At DelCor, we're focused on building long-term relationships both with our clients and among our staff. While our team has the technical chops to get any project done, what sets us apart is our ability to merge customer service with technical know-how. We bring our DelCor values to every client, project, meeting, and event. In the association space we're known as the people who offer technical expertise and strategic guidance, but as a team we like to get together and work on community projects, have baking competitions, or even jump out of airplanes- don't worry, that's not a hiring requirement. Join DelCor as an Automation Specialist and become the driving force behind how our technical team works smarter. In this role, you'll own the administration, automation, and continuous improvement of HaloPSA, our core professional services automation platform, while designing workflows that eliminate manual effort and unlock real-time visibility for our teams. You'll also be at the forefront of internal automations, piloting tools that make common workflows and inquiries available through intelligent solutions. If you love building systems that make people's work easier and you thrive at the intersection of operations and technology, this is your role.

Responsibilities

• Own all HaloPSA administration including user account management, roles and permissions, ticket workflow development, and contract/agreement setup and support
• Drive ongoing CRM changes, improvements, and configuration updates across the platform
• Act as the highest-level internal support for HaloPSA issues, troubleshoot and resolve workflow failures, billing anomalies, and reporting inconsistencies
• Build, maintain, and support reports and custom dashboards tailored to operational needs
• Partner with team leads and Directors to identify "data out" needs and develop reporting/dashboard solutions
• Track, identify, and develop AI features within HaloPSA, including client-facing AI chat and internal bots
• Pilot and iterate on AI-driven solutions that surface common Halo workflows and inquiries through conversational interfaces
• Design, build, support, and iteratively improve automation workflows across DelCor's Managed Services toolset
• Monitor automated workflows for performance and stability, conduct thorough testing, and perform regular maintenance and platform upgrades
• Provide training and support to team members and users interacting with workflows, forms, and other automated systems
• Serve as the escalation point for team members and users interacting with workflow automations across the DelCor toolset
• Partner with your manager and staff across all disciplines to identify pain points, prioritize needs, develop practical solutions, win stakeholder buy-in, and pilot implementations
• Preferred Experience/Training
• 3+ years hands-on experience with a PSA platform (HaloPSA strongly preferred; ConnectWise, Autotask, or similar)
• Proficiency with Microsoft Power Automate, building and managing production workflows
• Working knowledge of PowerShell, Jinja, or another scripting language for automation and integrations
• Experience in an MSP, consulting, or service desk environment
• Strong verbal and written communication skills, able to translate technical concepts into clear, actionable terms
• Nice‑to‑Have
• Experience with Rewst
• Familiarity with Microsoft Copilot Studio or similar AI/bot-building platforms
• Experience building custom dashboards and analytics for operational reporting
• Our Exceptional Benefits and Perks:
• 17 Days of PTO in the First and Second Years
• PTO Increased to 23 Days After Two Years
• 10 Federal Paid Holidays and 1 Floating Holiday
• Charity PTO Day
• 401k Savings Plan + Matching
• $35 Monthly Cell Phone Benefit
• $300 Work from Home Stipend for New Employees
• Health, Dental, and Vision Insurance
• Company-Sponsored HRA Plan
• Paid Parental Leave
• Mileage Reimbursement
• Professional Development and Certification Reimbursement and Reco

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