AI Automation Consultant / Business Systems Integration …, Polegate

AI Automation Consultant / Business Systems Integration Specialist

Location: Hybrid - Eastbourne, East Sussex / Remote

Contract Type: Freelance Consultant (Initial 4-6 Week Project)

Potential: Ongoing retained support

Rate: Competitive - depending on experience

About Us

We Are RAM Construction Ltd is a growing construction company delivering high-quality residential and commercial projects across Sussex and the South East.

Our services include:

• New builds
• Extensions
• Loft conversions
• Refurbishments
• Commercial works
• Construction projects

We are focused on innovation, operational excellence, and using technology to scale efficiently.

The Opportunity

We are looking for an experienced AI Automation Consultant / Business Systems Integration Specialist to help us design and implement an AI-powered operating system for our business.

The goal is to connect our existing software and create a digital executive assistant that automates repetitive tasks, improves visibility, and helps management make faster decisions.

This is a high-impact role with the potential to transform how our company operates.

Current Software Stack

You will be working with:

• Microsoft 365 (Outlook, Teams, Excel, Word, SharePoint)
• Microsoft Copilot
• Connecteam
• LeadConnector (GoHighLevel)
• Quotient
• Xero or QuickBooks (depending on workflow)
• ChatGPT / OpenAI
• Potentially Lindy AI, Zapier, Make, or Power Automate

Project Objectives

You will help us to develop:

Sales & CRM Automation

• Automate lead capture and qualification
• Trigger personalised responses to new enquiries
• Create tasks and reminders for follow-up
• Produce pipeline and conversion reporting

Estimating & Quoting

• Integrate LeadConnector with Quotient
• Automate quote creation and follow-up
• Track accepted, pending, and expired quotes

Operations & Workforce

• Pull timesheet and attendance data from Connecteam
• Identify missing forms, clock-ins, and compliance issues
• Generate daily operational summaries

Finance & Administration

• Automate overdue invoice reminders
• Produce cashflow and KPI dashboards
• Reduce manual reporting and data entry

Executive Assistant Functionality

• Deliver daily management briefings
• Summarise important emails and meetings
• Highlight urgent actions and exceptions

Key Responsibilities

• Map current business processes
• Identify automation opportunities
• Design scalable workflows
• Build AI agents and integrations
• Test and deploy automations
• Create documentation and SOPs
• Train internal staff
• Provide recommendations for future improvements

Essential Skills & Experience

Technical Skills

• Microsoft 365 and Power Automate
• API integrations
• Zapier and/or Make
• OpenAI / ChatGPT APIs
• CRM automation (preferably GoHighLevel/LeadConnector)
• Experience with AI agent platforms such as Lindy, Copilot Studio, or similar

Desirable Experience

• Connecteam integrations
• Quotient integrations
• Xero or QuickBooks automation
• Dashboard creation and KPI reporting
• Construction industry experience

Personal Attributes

• Commercially minded
• Strong problem-solving skills
• Excellent communication
• Ability to simplify complex processes
• Proactive and results-driven

Deliverables

By the end of the project, we expect:

• A documented automation roadmap
• Priority workflows fully implemented
• Daily executive dashboard/reporting
• Staff training materials
• Recommendations for next-phase automation

Success Metrics

• Reduction in manual administration time
• Faster lead response times
• Improved quote conversion follow-up
• Better management visibility
• Fewer missed tasks and operational issues

Ideal Candidate Background

You may currently work as a:

• AI Automation Consultant
• Solutions Architect
• Business Systems Integrator
• Revenue Operations Specialist
• No-Code Automation Expert
• Digital Transformation Consultant

How to Apply

Please send:

1. Your CV or LinkedIn profile
2. A brief overview of relevant projects
3. Details of software and AI tools you have worked with
4. Your day rate or project fee
5. Availability to start

Applications should be sent to: