Automation Specialist

United States·Silver Springmid

Automation SpecialistSkilled Trades & Field Services

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Quick Summary

Key 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,

Requirements Summary

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,

Technical Tools

Automation SpecialistSkilled Trades & Field Services

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.

About the Role

~2 min read

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.

Key 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

Nice to Have

~1 min read

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

Experience with Rewst
Familiarity with Microsoft Copilot Studio or similar AI/bot-building platforms
Experience building custom dashboards and analytics for operational reporting

What We Offer

~1 min read

Becoming part of the DelCor team means joining a culture that truly values and respects your contribution. We know that our decades of success wouldn't be possible without staff who feel supported and emboldened to be creative in their work. We've carefully curated a suite of the following benefits and perks designed to support and reward our valued employees.

✓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 Recognition