AUTOMATION CONSULTANT JOB DESCRIPTION
Compare Automation Consultant job descriptions across SaaS, RPA, oil and gas, and manufacturing sectors to find the requirements and responsibilities that match your background.

Automation Consultant Job Description Template
1. About the Role
An Automation Consultant turns process complexity into working software. In SaaS and enterprise consulting environments, this means owning the gap between a client's current manual workflows and a deployed, measurable automation solution - often within RPA platforms serving commercial and mid-market accounts. The role demands fluency in both technical architecture and client-facing delivery: a single engagement can span process discovery, solution design, hands-on configuration, and post-launch enablement. Few individual contributor roles carry this combination of technical depth and direct accountability for client outcomes.
2. Position Summary
As the Automation Consultant, you translate client business requirements into deployed automation solutions that reduce manual effort and improve operational throughput across commercial and enterprise accounts. You operate within a consulting or professional services team, partnering with customer success, engineering, and product functions to deliver implementations that meet defined SLAs and adoption targets.
3. Why Join Us
Career Impact: Delivering RPA and process automation implementations across diverse enterprise clients builds a depth of technical and advisory experience that is recognized across the SaaS and consulting labor market at the senior and architect levels.
Business Impact: When this role performs well, clients move from manual, error-prone workflows to reliable automated processes — directly improving the throughput and measurable ROI that determine account renewal and expansion.
Growth Opportunity: The seniority path from Automation Consultant moves toward Solution Architect, Technical Lead, or Practice Manager, with each engagement adding cross-platform implementation credentials that expand future scope.
Company Value: Structured onboarding programs including peer mentoring, formal certification tracks, and shadowing on live client engagements accelerate ramp time and support long-term professional development within the practice.
4. Key Responsibilities
- Assess client business processes to identify automation candidates, estimate complexity, and document feasibility findings for stakeholder review.
- Design and implement automation solutions spanning discovery, configuration, testing, and post-launch support within defined project timelines.
- Deliver enablement sessions and hands-on training to client teams to drive adoption and self-sufficiency on deployed automation products.
- Execute expert reviews of existing automation workflows to validate adherence to standards, identify performance gaps, and recommend improvements.
- Collaborate with customer success and product teams to surface client feedback that informs roadmap priorities and new feature development.
- Conduct periodic health checks and performance reviews with clients to proactively identify upgrade opportunities and address technical risks.
- Document business processes, use cases, integration requirements, and implementation decisions to support ongoing maintenance and knowledge transfer.
- Partner with pre-sales teams during scoping engagements to assess technical fit and define solution architecture for prospective accounts.
5. Required Qualifications
- Bachelor's degree in Computer Science, Information Systems, Engineering, or equivalent work experience.
- 3 or more years of automation consulting, solution implementation, or technical account management experience, with direct client-facing responsibility.
- Demonstrated ability to analyze end-to-end business processes and translate operational requirements into structured automation designs.
- Experience implementing solutions on RPA or low-code automation platforms, including configuration, testing, and production deployment.
- Proficiency in at least one scripting or programming language used in automation workflows, such as PowerShell, Python, or JavaScript.
- Strong written and verbal communication skills, including the ability to present technical concepts to non-technical stakeholders at all organizational levels.
- Proven ability to manage multiple concurrent client engagements against defined SLAs and project timelines with minimal supervision.
- Familiarity with API integration patterns and enterprise system connectivity in SaaS or cloud-based deployment environments.
6. Preferred Qualifications
- Prior experience in a SaaS Professional Services or Customer Success organization, with exposure to commercial and enterprise account structures.
- Hands-on experience with cloud platform infrastructure used to deploy or support automation solutions across multi-tenant environments.
- Background in agile delivery methodologies, including backlog management, sprint planning, and iterative solution development with client stakeholders.
- Exposure to AI or machine learning components integrated into automation workflows, particularly in customer service or operations contexts.
7. Success Metrics & Environment
- Client automation adoption rate, measured as percentage of trained users actively operating deployed workflows within 90 days of go-live.
- Time to first successful deployment, tracking days from project kickoff to production release against contracted SLA targets.
- Post-implementation defect rate, counting bugs or exceptions reported per 1,000 automation runs in the 60 days following launch.
- Client health check completion rate, reflecting the percentage of assigned accounts receiving scheduled periodic reviews each quarter.
- Expansion rate within managed accounts, measured as the ratio of accounts that add automation scope within 12 months of initial delivery.
- Typical tools: RPA platforms (commonly UiPath or Automation Anywhere); CRM and CSM platforms (commonly Salesforce or Zendesk); scripting environments (commonly PowerShell or Python).
8. Compensation & Benefits (US Market Benchmark)
- Base Salary Range: $90,000 to $130,000 annually, depending on experience and location.
- Bonus: Performance-based annual bonus, typically 8 to 12 percent of base salary.
- Equity: Not standard at this level; offered selectively at some SaaS consulting firms.
- Health Benefits: Medical, dental, and vision coverage; employer contribution varies by firm.
- PTO: 15 to 20 days annually, plus public holidays; some firms offer unlimited PTO.
- Common Perks: Home office stipend, certification reimbursement, and professional development budget.
Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.
9. EEO & Legal
Employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, or any other characteristic protected under applicable federal, state, or local law. Candidates requiring a reasonable accommodation to participate in the application or interview process should notify the hiring team at any stage. A background check is required as a condition of employment. All candidates must be authorized to work in the United States; sponsorship is not available for this position.
Automation Consultant Job Description Examples
1. Automation Consultant (SaaS Professional Services)
The Automation Consultant owns the delivery of enterprise bootcamp programs and post-launch automation projects for commercial clients, working within the Ultimate Professional Services team to translate API integrations and conversational AI configurations into measurable customer outcomes. Collaborating with Customer Engineering and the wider CSM team, the Automation Consultant advances product adoption by embedding best practices across onboarding, enablement, and internal go-to-market functions.
Key Responsibilities
- Be an Ultimate product expert and super-user, maintain in-depth product knowledge, including understanding of future enhancements.
- Lead on the delivery of the Ultimate Bootcamp for commercial and enterprise clients, working on custom integrations, bespoke launches, training and enablement, and complex conversational AI topics.
- Consult customers on conversational AI and automation configuration best practices.
- Conduct ongoing product and feature training for clients to empower them to become Ultimate product experts.
- Collaborate with Customer Engineering and the wider CSM team to identify and assist customers in designing automations that leverage API integrations.
- Deliver post-launch projects to help clients attain automation goals, including market expansions, new channel adoptions, backend integrations, and dynamic solution design.
- Bring valuable product insights from Premium onboarding and Professional Service programs back into the product organization to drive improvement and innovation.
- Collaborate with internal teams, including Marketing, to craft automation and AI best practices and showcase innovative use cases.
- Develop and promote best practices externally and internally.
- Support Customer Success team enablement and take an active role in new team members' onboarding.
Required Qualifications
- Significant experience in Automation, Onboarding, Customer Service, or Solution Consulting in a technology or SaaS company; experience in a start-up or high-growth environment.
- Experience implementing automation and/or SaaS solutions based on customer requirements, processes, and backend systems.
- Hands-on experience implementing AI or machine-learning solutions in a customer service context.
- Experienced with SaaS products and Customer Service Software, especially Zendesk, Salesforce, or Freshworks.
- Ability to understand technical concepts and apply them effectively during Onboarding and Professional Service programs; keen analytical mindset with the ability to leverage complex data insights for ongoing improvements.
- Comfortable learning and adapting to new tools, technologies, and CRM integrations while solving complex problems.
- Excellent written and verbal communicator, able to champion best practices in customer experience and conversational design internally and externally.
- Strong coaching and troubleshooting skills to support customers through all stages of the customer lifecycle.
- Obsessed with designing great customer experiences and striving to optimize service quality and customer satisfaction.
2. Senior Marketing Automation Consultant (CRM & Marketing Technology)
Embedded within a client-facing consulting practice, the Senior Marketing Automation Consultant shapes marketing automation strategy and CRM implementation roadmaps for growth-oriented businesses, owning the full client engagement from discovery through optimization. Working closely with marketing, engineering, and UX teams, the Senior Marketing Automation Consultant delivers methodology-driven engagements that translate buyer personas and funnel analysis into measurable improvements in click-through and conversion rates.
Core Functions
- Manage and assist with the execution of marketing automation (Pardot & Salesforce Marketing Cloud) and Salesforce CRM implementations.
- Work with clients to build a strategy, goals, implementation roadmaps, and/or identify tactics to address specific needs.
- Plan, host, and lead consulting engagements delivering marketing automation methodologies, best practices, discovery, and implementations.
- Manage day-to-day client relationships, exceed expectations, and grow accounts.
- Understand bi-lateral data structures with Salesforce CRM for data integration and work closely with administrators and platform support to coordinate integration and troubleshoot issues.
- Define, implement, maintain, and document marketing automation best practices including list management, optimization, data quality, hygiene, and troubleshooting.
- Build testing frameworks for continuous optimization of click-through and conversion rates.
- Support new business as a Subject Matter Expert for the marketing automation domain.
- Manage multiple projects against tight deadlines with minimal supervision within a collaborative, agile environment.
Qualifications & Experience
- 3–5+ years managing marketing automation or CRM for growth-oriented businesses or agency experience.
- In-depth knowledge of at least one marketing automation platform such as Pardot, Marketo, Eloqua, or HubSpot; strong knowledge of Salesforce CRM and Pardot and/or Salesforce Marketing Cloud.
- Ability to uncover clients' marketing and sales objectives and translate them into technology implementation in a fast-paced environment.
- Good understanding of A/B Testing, Cohort Analysis, Funnel Analysis, Segmentation Analysis, and Persona Based Marketing concepts.
- Experience with ad servers and marketing platforms such as AdWords, Bing, and Google Analytics; good understanding of Web, CMS, and related technologies.
- Ability to strategically create brand value propositions, develop buyer personas, customer journeys, and map to digital tactics.
- Ability to manage and enhance marketing automation instances integrated with CRM; responsible for overall design, QA, roadmap, maintenance, support, and training.
- High emotional intelligence with the ability to problem solve across diverse subject matter with high client and team visibility; ability to manage and prioritize projects, budgets, and resources.
- HTML5/CSS3/JavaScript/jQuery experience is a plus.
3. vRealize Automation Consultant (Cloud Infrastructure & IaC)
Reporting to the infrastructure architecture team, the vRealize Automation Consultant leads systems planning, software provisioning, and the design of self-service catalog items spanning on-premise and public cloud environments including vCloud Director, Azure, and OpenStack. Partnering with Configuration Management and enterprise database teams, this consultant delivers end-to-end deployment automation and day-2 management solutions that ensure highly available infrastructure at scale.
Primary Duties
- Perform systems planning, configuration, software provisioning, and technical guidance in automation, standards definition, and research and design for architectural issues.
- Develop and support automation on the vRealize platform, with knowledge of Infrastructure as Code platforms such as Terraform as a plus.
- Design self-service catalog items to provision base operating systems and layered applications against on-premise and public cloud infrastructure.
- Integrate Configuration Management tools such as Chef, Puppet, and Ansible with vRealize for end-to-end deployment and day-2 management automation.
- Utilize basic SQL and Postgres database management for troubleshooting purposes.
- Apply familiarity with various Hypervisors including vSphere, Hyper-V, Citrix XenServer, and KVM.
- Apply core understanding of Cloud concepts and technologies including vCloud Director, Amazon, Azure, and OpenStack.
- Apply scripting and OS provisioning experience as a plus.
Education & Experience
- 8+ years of experience architecting, implementing, and supporting highly available enterprise infrastructures.
- 8+ years of experience with Windows and Linux server administration, both physical and virtualized, on-premise and in public cloud.
- 5+ years of experience deploying and developing solutions using vRealize Automation/Orchestrator 7.x and 8.x, including maintenance, enhancement, and issue resolution.
- Experience integrating complementary VMware products with vRealize Automation, including vRealize Operations, NSX-t, NSX-v, Workspace One Access, vCenter Foundations, Life Cycle Manager, and Code Stream.
- Knowledge of orchestrating database deployments such as Oracle or SQL Server is preferred.
- Critical thinking ability to reach well-reasoned automated solutions using industry best practices.
- Excellent verbal and written communication skills with the ability to present ideas and interface comfortably at all organizational levels.
4. Senior Automation Consultant (RPA & Customer Technical Advisory)
Sitting at the intersection of technical delivery and customer success, the Senior Automation Consultant builds ongoing advisory relationships with enterprise clients, performing code reviews, infrastructure scaling guidance, and preventive care sessions to keep automation solutions running effectively. Operating across pre-sales and post-sales functions within UiPath's professional services structure, this consultant ensures client teams are trained, issues are resolved promptly, and product feedback loops flow back to the development organization.
Duties
- Assist customers in resolving technical challenges including infrastructure installation, upgrade planning, and oversight.
- Act as a technical advisor to customers while performing code reviews, infrastructure scaling guidance, and preventive care sessions.
- Assist in technical support for customers to support pre-sales and post-sales processes.
- Address all product-related queries on time.
- Hold educational and informational training sessions to enable clients to use UiPath products effectively.
- Provide developers with customer feedback and contribute to identification and creation of new features or products.
- Perform initial or secondary investigations and respond to online and phone support requests.
- Deliver periodic reviews with customers such as health checks.
- Proactively analyse customer needs and suggest upgrades or additional features to meet requirements.
- Collaborate cross-departmentally within UiPath to establish and communicate best practices.
Skills & Qualifications
- Degree in Computer Science or a relevant field.
- Minimum 3–5 years of experience in programming with .NET (C#, C++, VB, Java, or PowerShell).
- Minimum 2 years of relevant experience in a customer-facing technical account management role.
- Previous experience with RPA technologies is preferred; SaaS and Cloud experience is a benefit.
- Solid technical background with hands-on experience in digital technologies and familiarity with software and front-end development.
- Excellent verbal and written communication skills with strong analytical and problem-solving skills.
- Self-motivated, proactive team player with innovative ideas to inspire customer loyalty and adoption.
- Diplomacy, tact, and poise under pressure when working through customer issues.
- Australian citizenship required; open to obtaining Security clearance for Government engagements.
5. Automation Consultant, Senior Associate, FS Consulting (Banking & Capital Markets)
A key member of the Financial Services consulting practice, the Automation Consultant Senior Associate leads vendor selection, designs digital front-to-back application solutions, and defines business cases that drive productivity across middle and back office operations in banking and capital markets. Collaborating across multi-disciplinary and offshore teams, this consultant applies lean methodologies, Agile DevOps, and full-stack development expertise to deliver cost reduction and technology implementation outcomes for complex, multi-vendor engagements.
Functions
- Identify how digitisation, automation, and/or workflow can enhance productivity.
- Design digital front-to-back application solutions as Solution Architect.
- Define business cases and support middle and back office operational technology design and implementation.
- Lead vendor selection processes and manage engagement workstreams across multi-disciplinary and offshore teams.
- Build effective client relationships through confident written and verbal communication and active pursuit of feedback and learning opportunities.
Experience & Qualifications
- Knowledge and experience of the banking and capital markets industry.
- Technical experience including Application Architecture, Process Architecture, and Data Architecture covering automation technology, data solutions, and infrastructure.
- Experience developing technology solutions using solution design, Agile DevOps, full stack technologies, and Scrum Master and project management practices.
- Experience with strategic cost reduction, cost analysis, business case development, and initiative delivery; experience with lean methodologies for process and cost optimisation and SDLC.
- Experience using one or more automation tools: Appian, UiPath, Celonis, or Microsoft Power Tools.
- Extensive experience in large, complex, multi-vendor projects with multi-disciplinary teams including third-party delivery organisations and offshore teams.
- Familiarity with core banking systems and data concepts.
6. Senior Digital Automation Consultant (Oil & Gas Industrial Systems)
Reliable automation outcomes in oil and gas asset deployments depend on the Senior Digital Automation Consultant, who owns system analysis, technology design, and integration with external systems across hardware and software environments including Distributed Control Systems and SCADA platforms. Based within engineering project teams alongside workflow consultants and site engineers, this consultant also contributes to software architecture and leads failure analysis sessions to resolve system problems and propose improvements.
Accountabilities
- Take accountability for system and technology analysis and design for asset deployments.
- Take accountability for system deployment, installation, and integration with external systems.
- Troubleshoot system issues across hardware and software.
- Provide technical consultancy for deployment projects.
- Work closely with workflow consultants, site engineers, and engineering project teams to deploy and embed technology.
- Participate in new release quality assurance and testing activities.
- Maintain documentation related to installation and support.
- Facilitate consultant support during failure analysis and problem solving.
- Resolve specific system problems and identify and propose improvements.
- Contribute to the technical architecture of software.
Requirements
- 10+ years of experience in automation; 5+ years in the oil and gas industry; 3+ years deploying automation solutions.
- Knowledge of Analytics, Cloud Computing, Edge Control, distributed, IIOT, Cloud, Azure IoT Suite, AWS, and Enterprise architectures.
- Knowledge of IIOT, Industrie 4.0, OT, and IT environments.
- Experience with IT integration of software in Distributed Control Systems such as Honeywell Experion, Yokogawa Centum, Emerson Delta V, Siemens PCS 7, ABB, or Foxboro.
- SCADA experience with platforms such as Wonderware, Rockwell, and Fast Tools, including knowledge of how they interface with other applications.
- Demonstrated creative problem solving to identify new opportunities and improvements.
7. Automation Consultant (End User Computing & IT Operations)
As the Automation Consultant, this role builds and deploys advanced automation content for enterprise clients operating Nexthink environments, developing Remote Actions in PowerShell and XML-based scoring solutions that resolve end user computing issues at scale. The IT operations team relies on this work to maintain healthy product consoles, meet defined Service Levels, and translate analytics findings into actionable content that keeps client environments running effectively.
Key Deliverables
- Maintain Nexthink healthy operations in terms of product upgrades and healthy consoles.
- Develop advanced contents for customers and handle testing, pilot, and production deployment.
- Develop Remote Actions based on Windows PowerShell and advanced Nexthink Scores based on XML.
- Translate analytics findings into appropriate content.
- Support customers' initiatives on Nexthink areas of operations and work against a defined set of Service Levels.
- Be part of customers' internal processes and stay current on product development and releases.
- Address end user computing common issues and provide proper enterprise-level solutions.
Professional Experience
- BA/BS preferred in Computer Science or Computer Engineering.
- Minimum 3 years of experience in software development.
- Extensive technical knowledge of end user computing and IT operations in challenging environments.
- Excellent knowledge of Microsoft Windows and Linux clients and their applications.
- Practical knowledge of SQL, XML, Windows PowerShell, Bash, and JSON, with practical experience in data integration.
- Ability to quickly learn new technologies in an unsupervised environment; enthusiasm for working in an international, collaborative, and fast-paced environment.
- Excellent teamwork and communication skills.
- Preferred: knowledge of data science and experience using scripting and visualization tools to provide insights.
8. Data Tools and Automation Consultant (Reporting & Business Intelligence)
Data Tools and Automation Consultant delivers Excel-based reports, integrated data solutions, and web layouts for the GCSC by applying VBA, Python, and JavaScript/HTML/CSS practices across multiple full project lifecycles from business development through final delivery. The work directly supports cross-functional problem solving and ad-hoc analysis, with this consultant anticipating downstream consequences of change and resolving conflicts within and between project areas.
Areas of Ownership
- Create Excel-based reports and website layouts using standard VBA, Python, and JavaScript/HTML/CSS practices.
- Integrate data from various back-end services and databases.
- Create and maintain software documentation.
- Perform ad-hoc data analysis, manipulation, and reporting for the GCSC.
- Resolve or assist in the resolution of conflicts within and between projects or functional areas.
- Work cross-functionally to solve problems and implement changes.
- Anticipate consequences of actions, potential problems, or opportunities for change.
Background & Experience
- Minimum 1 year of experience in a Senior role and 3–5 years of programming skills.
- Proficient in Excel VBA, Python, and JavaScript-based application development, with highly advanced understanding of the Excel model including macros and some VBA ability.
- In-depth knowledge of JavaScript and HTML/CSS.
- Experience across multiple full project lifecycles from business development to final delivery.
- Outstanding grasp of information concepts and processes with good understanding of end-user challenges.
- Must be professional, diplomatic, personable, and reliable.
9. Junior Digitalization and Automation Consultant (BPM & Hyper-Automation)
The Junior Digitalization and Automation Consultant owns the analysis of client processes, feasibility assessment, and implementation of digitalization solutions using hyper-automation technologies, operating within EY's consulting practice alongside client teams and internal colleagues. Reporting into the digital practice group, the Junior Digitalization and Automation Consultant supports existing clients while contributing to an internal BPM tool, enabling the firm to expand its automation solution portfolio.
Role Responsibilities
- Analyze client needs and identify processes suitable for automation, evaluate feasibility, and estimate complexity.
- Develop and implement solutions for digitalization and automation of business processes using hyper-automation technologies.
- Provide support and further development of solutions for existing clients.
- Participate in developing and enhancing an internal BPM tool and new solutions.
- Communicate actively with EY clients and colleagues.
Knowledge Skills & Abilities
- University education with a master's degree, preferably in a technical field.
- Knowledge of programming, software automation, and web application creation is an advantage, including Microsoft Power Platform, BPM and RPA tools, Python, Ruby on Rails, JS, SQL, or VBA.
- Knowledge of MS Office products.
- Strong analytical skills, logical thinking, and a great eye for detail.
- Reliability, willingness to acquire new knowledge and skills, effective communication, and a team-player mindset.
- Very good English communication skills.
10. Digital Process Automation Consultant (Manufacturing & Operations Technology)
Reporting to the internal digital operations group, the Digital Process Automation Consultant refines business processes at LINAK by uncovering automation opportunities, developing solutions across flow and app platforms, and maintaining implemented systems to ensure ongoing operational value. Partnering with business stakeholders and internal teams, this consultant participates in agile change management processes and keeps pace with emerging technical possibilities to help the organisation work smarter.
Day-to-Day Responsibilities
- Engage with business to uncover and map processes relevant for automation support.
- Develop solutions in Automate flow, Desktop flow, Power Apps, Logic Apps, and UiPath.
- Participate in agile processes for change management.
- Help establish, develop, and reinforce the internal organisation and processes.
- Contribute with technical support, operation, and maintenance of implemented solutions.
- Keep updated on new technical possibilities and help visualise how they can create value in a LINAK context.
Position Requirements
- Hold a relevant bachelor's degree at minimum, with a combined focus on IT and business preferred.
- Solid technical understanding of digitalisation and tools including Automate flow, Desktop flow, Power Apps, Logic Apps, and UiPath.
- Background in web development and experience working with REST APIs is an advantage.
- Flair for process optimisation and a desire to help people work smarter.
- Speak, read, and write Danish and English at a professional level.
11. Automation Consultant (Healthcare Procurement & Vendor Management)
The Automation Consultant produces sourcing strategy execution, contract negotiation, and supplier partnership development for an automation and engineering department within a pharmacy and healthcare setting, working in close collaboration with Procurement, Legal, and Finance stakeholders. The work directly supports automation-related business objectives including revenue growth, risk mitigation, and expense management across a remote-eligible US-based engagement model.
Scope of Work
- Develop, lead, and support execution of engineering initiatives including sourcing/RFx, vendor management, and financial analysis efforts.
- Review, develop, redline, and negotiate third-party vendor contracts including MSAs, SOWs, NDAs, and amendments in cooperation with the Enterprise Sourcing department.
- Support negotiation of rates, SLAs, KPIs, and other legal and business terms.
- Develop strong collaborative partnerships with key internal stakeholders including business partners and support functions such as Procurement, Legal, and Finance.
- Support business objectives related to automation including revenue growth, risk mitigation, supplier innovation, and expense management.
- Develop supplier partnerships to minimize cost and maximize performance; conduct market research and spend analysis; cultivate diverse supplier sourcing opportunities.
Minimum Qualifications
- Bachelor's degree required; MBA preferred.
- 5+ years of Sourcing and Procurement experience; 3+ years of contract procurement experience.
- Experience in a pharmacy automation or industrial setting.
- Contract management, drafting, development, red-lining, and negotiation experience with solid negotiating and influencing skills.
- 2+ years of Project Management experience preferred.
- Knowledge of the healthcare industry and PBM Mail Order Pharmacy Procurement is a plus.
- Solid interpersonal, communication, analytical, and problem-solving skills with the ability to manage multiple timelines and projects.
12. Automation Consultant (MuleSoft & iPaaS Implementation)
Embedded within the MuleSoft Professional Services organisation, the Automation Consultant develops and executes automation implementations for enterprise clients, progressing from shadowed engagements through independent delivery of solution design workshops, expert reviews, and ROI-focused expansion opportunities. Working closely with product leadership, customer teams, and internal knowledge base contributors, the Automation Consultant advances adherence to standards while identifying new features and influencing platform direction across the Salesforce ecosystem.
Strategic Responsibilities
- Gain an understanding of vision, requirements, and IT environment on customer automation projects.
- Discover business processes and evaluate optimisation and automation potential.
- Analyse, model, and document business processes, use cases, and integration requirements.
- Implement technical solutions using automation products in adherence to standards and best practices.
- Enable, train, and provide ongoing coaching and mentoring of customer teams on automation products.
- Execute expert reviews and guide adherence to standards and best practices.
- Provide operational and support issue resolution; input into project management, backlog definition, estimations, and prioritisations.
- Collaborate with product teams on issues and new features; promote and influence standards and best practices across the project lifecycle.
- Deliver compelling presentations and workshops to lead customers through solution design and influence project direction.
- Identify opportunities for customer expansion, success, and ROI on the MuleSoft platform; contribute to the internal knowledge base and provide product insight to MuleSoft product leadership.
Technical Qualifications
- Proven track record working as a Technical Consultant in medium to large IT organisations.
- Proven experience delivering projects with cloud technologies and low-code integration/automation solutions including RPA platforms (UiPath, Automation Anywhere, BluePrism, Appian, ServiceTrace) and iPaaS platforms (MuleSoft, Dell Boomi, Workato, Oracle).
- Experience with one or more on-premise/SaaS solutions for ERP, CRM, e-Commerce, or mobile such as Salesforce, SAP, Oracle, WorkDay, or ServiceNow.
- Hands-on experience with integration platforms, architecture patterns, and API-focused integration solutions is preferred.
- Experience driving technical workshops with technical and business clients to derive value-added services and implementations.
- Excellent verbal and written communication, presentation, and client service skills, ideally within a consulting capacity.
- Passion for technology and translating that passion into business impact; curiosity and energy to understand customers' true problems.
- Ability to establish trust, collaborate effectively with client teams, multitask in a fast-paced environment, and travel up to 75% of the time.
13. Automation Consultant (Industrial Automation Pre-Sales & Technical Sales)
Automation Consultant leads pre-sales technical support for a defined regional product portfolio at Rockwell Automation, presenting capabilities, generating proposals, and validating architectural compatibility for Distributors, Systems Integrators, and plant-level customers including VPs and OEM machine builders. Success in the position means maintaining deep product expertise across a competitive landscape, enabling channel partners, and supporting new product launches while traveling up to 50% of the time within the assigned geography.
Leadership Responsibilities
- Be the technical product expert and focal point in the region for the specific product range.
- Proactively facilitate and provide product-based training to the sales force and channel.
- Co-operate with the sales force to promote the product range through presentations, demonstrations, proof of concepts, and performance tests.
- Generate and present proposals; define and articulate product differentiators and values versus competition; analyse competitive product lines and strategies.
- Participate in trade shows, seminars, and marketing activities, offering demonstrations and product expertise.
- Support market access for Distributors and Systems Integrators to ensure their capability in articulating product value and providing demonstrations.
- Assist the Business Lead in launching new products to the sales force and channel.
- Validate and resolve compatibility issues within architectural solutions and provide guidance to customers and the sales force.
- Actively seek formal and informal training opportunities to continuously develop technical skills; provide product gap and development feedback to the appropriate business unit; share insights with regional and global peers.
Required Qualifications
- Bachelor's degree or equivalent experience; valid driver's license; legal authorization to work in the US required.
- Prior experience in technical sales, industrial distribution, manufacturing operations, systems integration, or an engineering firm.
- Experience working with all levels of an industrial automation plant including VPs, plant engineers, and OEM machine builders.
- Understanding of business models, industry strategies, outcome-based selling, and customer business drivers and KPIs.
- Demonstrated ability to sell at senior management and executive levels and convey Rockwell Automation's products and services in a manner that demonstrates tangible economic value.
- Proficiency in using customer relationship management tools to optimize activities.
- Ability to travel 50% of the time or more.
14. Automation Consultant (Offshore Marine & E&P Control Systems)
The Automation Consultant delivers field-level support, commissioning assistance, and after-sales service for KM Integrated Control Systems across offshore and onshore E&P environments, traveling more than 100 days per year to attend Sea trials, Dry-Docking events, and on-call service assignments. Serving Sales, After Sales, customers, and the internal Automation team, this consultant maintains CRM records, reports safety incidents, and proactively recommends upgrades to keep vessel automation systems current and compliant.
Work Activities
- Provide excellent level of support to customers by phone, email, and on-site, both onshore and offshore.
- Supply technical assistance during on-call assignments regarding hardware and software issues.
- Attend CATs, Dry-Docking, and Sea trials during commissioning and regular service trips.
- Report errors or defects on KM-delivered equipment and suggest improvement actions.
- Provide technical assistance to Sales, After Sales, customers, and the Automation team; provide correct documentation when requested.
- Update CRM, databases, and documentation after regular services according to Global Customer Support processes.
- Develop own qualifications by participating in internal and external courses and education.
- Prioritize and complete work tasks for assigned service trips or projects; carry out actions to prevent errors within delivery and after-sales.
- Report all safety and security related incidents offshore; complete and submit timesheets and expenses in a timely fashion.
- Make proactive suggestions to customers on available upgrades and new products while visiting onboard.
Technical Qualifications
- Technical education, bachelor's degree, or equivalent combination of experience and education in a related professional field.
- Knowledge of general electrical control system concepts such as PID controllers and filters; ability to troubleshoot low voltage electrical components using volt-meters.
- Experience with PLC/SCADA systems and their architecture is highly desired.
- Ability to produce and interpret technical documentation.
- Customer-oriented and service-minded with passion, patience, and the ability to handle simultaneous activities in a hectic environment.
- Fluent in English with good communication skills; ability to work independently and self-driven.
- Must be willing and able to travel on short notice and comfortable with extended travel; dedicated to building a long career in the technical field.
15. Automation Consultant (RPA Architecture & Enterprise Implementation)
As the Automation Consultant, this role guides enterprise clients through RPA assessments, solution architecture, and full implementation, evaluating ERP, HR, MDM, CDP, and CRM systems against RPA standard methodologies during both pre-sales and delivery phases. The multi-disciplinary consulting team relies on this work to build and configure automation solutions aligned to each client's environment, resources, and security requirements, enabling local markets to access niche and hyper-specialized expertise.
Delivery Expectations
- Lead client interactions with various IT teams including architecture, security, and administration during pre-sales and implementation.
- Lead project teams through all phases of the technology life cycle and possess skills to work in an individual capacity.
- Conduct RPA client assessments and evaluate client ERP, HR, MDM, CDP, and CRM systems, mapping them to RPA standard methodologies.
- Provide architecture advice focused on solution architecture, performance, and security for RPA products and projects.
- Work with business and technology teams to analyze business processes, identify automation opportunities, and assess automation feasibility.
- Build, configure, and implement technical RPA solutions in the context of the client's environment, requirements, and resources.
Position Requirements
- Experience evaluating technology products and developing expertise in underlying technology and architecture, including project planning, requirements definition, architecture design, build and configuration, testing, and operational transition.
- Prior experience setting up automation environments, ideally with RPA platforms such as UiPath, BluePrism, Automation Anywhere, Nice, or Kofax, including business process and system assessments, requirements gathering, and application implementation.
- Prior experience with cloud platforms such as AWS, Azure, or GCP, ideally with infrastructure set up to support RPA and automation solutions.
- Strong written and verbal communication, presentation, client service, and technical writing skills, ideally within a consulting capacity.
- Ability to establish trust and work effectively in collaboration with client business and technical teams in a fast-paced environment.
16. Automation Consultant (Assembly Line Design & Manufacturing Engineering)
Reporting to the manufacturing engineering function, the Automation Consultant designs assembly line architecture, develops PLC and HMI programs, and integrates automated equipment into digital manufacturing execution systems for production facilities spanning local and global sites. Partnering with external suppliers, design engineers, purchasing, and quality teams, this consultant interprets Creo mechanical drawings, applies continuous improvement methodology, and delivers training on equipment design and troubleshooting across varied customer skill levels.
Engineering Responsibilities
- Create assembly line architecture and specifications and automated equipment and machine specifications.
- Work with external suppliers to design and deploy assembly lines including automated equipment.
- Interpret mechanical design drawings for electrical controls requirements using Creo.
- Develop PLC and HMI programs for automated equipment.
- Integrate machines and assembly lines into MIS and plants' digital manufacturing execution systems.
- Plan and provide detailed training on equipment design, maintenance, and troubleshooting to various customer skill levels.
- Support existing equipment designs and production issues locally and at various global sites.
- Maintain up-to-date knowledge of equipment technologies to specify and develop innovative solutions.
- Utilize continuous improvement methodology to improve internal industrial processes.
Education & Experience
- Bachelor of Science in Electrical, Computer, or Mechatronic Engineering or equivalent from an accredited university required.
- 5+ years of experience in assembly line design and deployment, automation, or high-volume manufacturing preferred.
- PLC programming including configuring and designing HMI systems required; familiarity with vision systems (Cognex, Keyence) and Motion and Robotic Systems (FANUC, ABB).
- Knowledge of communication protocols including Modbus, Ethernet/IP, CAN, and Profibus; experience with electrical, hydraulic, and pneumatic systems.
- Basic understanding of UL61010-1 Standard, NFPA 79, and the National Electric Code.
- Strong English communication skills; proven ability to work independently in a multicultural virtual environment across various functions.
- Motivated self-starter able to manage multiple projects in parallel; proven ability to influence and convince through negotiation and drive problem-solving activities.
17. Automation Consultant (RPA & Power Automate Development)
The Automation Consultant develops and maintains efficient, reusable automation workflows for clients across multiple industries, working within a specialized RPA practice alongside the RPA team leader and SD Technology Advisors. The work directly supports client operations by ensuring workflow performance, conducting positive and negative test case validation, and providing after-hours support as needed within an expanding Robotic Process Automation practice.
Performance Expectations
- Design, build, and maintain efficient, reusable, and reliable automation using Automation Anywhere and/or Microsoft Power Automate.
- Ensure the best possible performance, quality, and stability of automated workflows.
- Identify bottlenecks, exceptions, and bugs, and devise solutions to mitigate and address these issues.
- Conduct automation workflow testing based on positive and negative test cases.
- Work collaboratively with the RPA team leader and other SD Technology Advisors team members.
- Support clients during non-business hours as needed.
Required Qualifications
- Bachelor's degree in Computer Engineering, Computer Science, Information Systems, or a related field required.
- Experience with JavaScript, SQL, HTML, Document Object Model, and related web technologies required.
- Experience with an object-oriented programming language such as Java, C++, or C# required.
- Previous experience with Automation Anywhere and/or Microsoft Power Automate strongly preferred.
- Strong problem-solving and analytical skills; dependable with a positive attitude and attention to detail.
- Excellent communication skills, both written and spoken.
Editorial Process and Content Quality
This content is developed by the Lamwork Editorial Team using structured analysis of real-world job data, skill requirements, and hiring patterns.
Research framework by Lam Nguyen, Founder & Editorial Lead.
Reviewed by Thanh Huyen, Managing Editor.
Learn more about our editorial standards.