DelCor Technology Solutions

AutomationSpecialist

San Francisco, California, United States; New York, New York, United States Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Automation Specialist at DelCor Technology Solutions. Skills: HaloPSA administration, automation workflows, AI features. Own HaloPSA administration. Drive CRM changes”

What You'll Achieve.

eliminate manual effort; unlock real-time visibility; make common workflows and inquiries available; make people's work easier

Industry & Context.

Problems you'll solve

troubleshoot and resolve workflow failures; identify pain points; develop practical solutions

What They're Looking For.

Must Have

3+ years hands-on experience with a PSA platform (HaloPSA strongly 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, 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 AIot-building platforms, Experience building custom dashboards and analytics for operational reporting

What You'll Do.

Own HaloPSA administration

Act as highest-level internal support for HaloPSA

and develop AI features

Pilot and iterate on AI-driven solutions

and iteratively improve automation workflows

Monitor automated workflows

Provide training and support to team members

Serve as escalation point for team members

How You'll Work.

Team & Collaboration

Partner with team leads and Directors to identify "data out" needs; Partner with your manager and staff across all disciplines to identify pain points; win stakeholder buy-in

Communication Scope

verbal and written communication skills; translate technical concepts into clear, actionable terms

Process & Methodology

prioritize needs, pilot implementations

Full Job Description

About Us: 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: 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, r

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