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For Companies At a Glance
- Tasks: Design and deliver AI automation for client processes using cutting-edge technology.
- Company: Pivotal, the UK's leading mortgage advice provider with a people-first culture.
- Benefits: Up to £60k salary, hybrid working, 25 days holiday, and a supportive team environment.
- Why this job: Join a dynamic team and make a real impact in the financial services sector.
- Qualifications: Expertise in Microsoft Power Automate and AI-driven automation tools.
- Other info: Great career progression opportunities in a rapidly growing company.
The predicted salary is between 43200 - 72000 £ per year.
Company Description
Pivotal is the UK's leading mortgage and protection advice provider. Backed by LSL and Pollen Street Capital, we have rapidly built a nationwide network of industry-leading specialist teams with over 1,000 talented people - together delivering annual revenues exceeding £100 million. Our scale is matched by our specialism. Pivotal's adviser teams cover every corner of the market - from mainstream residential to second charge, commercial, bridging, buy-to-let, landlord, protection, and home insurance.
We are here to outperform established players by combining next-generation technology, data, and AI with the expertise and ambition of our people. As a people-first business, our colleagues excel, grow, and feel genuinely valued as we deliver more together. Our entrepreneurial partners lead award-winning teams that deliver exceptional advice with speed, precision, and care. We are obsessed with the client experience - moving fast, challenging convention, and setting new standards for service. Naturally curious and driven by progress, we value learning more than what we know and never stop striving for better.
At Pivotal, this is not just business – it is our business. We make smart decisions, act with ownership, and pursue excellence in everything we do.
Role Description
We are looking for a hands-on Client Process AI Automation Expert who can rapidly design and deliver automation for client administration processes. You will build desktop robotic process automation flows using Microsoft Power Automate, Copilot Studio and Anthropic Claude Cowork to streamline manual workflows.
Responsibilities will include:
- Automate end-to-end Power Automate workflows using cloud/desktop flows and process mining to streamline approvals, document handling, data processing, and Microsoft 365 integrations.
- Create AI-driven copilots in Copilot Studio that orchestrate multi-step processes, integrate with enterprise systems, and reduce manual administrative effort.
- Use Claude Cowork for rapid desktop automation, delegating tasks such as file organisation, call tracking, data extraction, and report generation through autonomous multi-step execution.
Skills And Experience:
- Microsoft Power Automate expert: PL-400 or PL-600 certified expert with a track record of creating workflow automations.
- Microsoft Copilot Studio: design and deploy business process agents combining low-code AI orchestration, multi-step workflow automation, and seamless integration across desktop and Microsoft 365 apps.
- Claude Code and Cowork: Expertise in deploying Claude Cowork autonomous desktop-automation workflows by leveraging its ability to organise files, extract and process data, execute multi-step tasks, and navigate the UI like a human to automate complex operational work tasks.
- Driven: Works well under pressure at a pace, has the ability to problem solve and remains focused during times of challenge and ambiguity.
- Adapting to Change: Demonstrates openness and a positive attitude to change and embraces new processes, systems, and ways of working when appropriate.
- Forward Thinking: Keeps an interest on latest ideas, trends and processes on how to efficiently use new tech tools.
- Collegiate Team Player: Thrives in collaborative environments, adds value to team dynamics, and consistently provides positive help and support to teamwork and aids team culture.
- Continuous Improvement: Seeks stakeholder feedback to identify areas for improvement. Proposes adjustments to procedures based on learned experiences and outcomes. Proactively identifies opportunities to enhance the value of services.
Our Benefits
We offer all employees a comprehensive benefits package that focuses on their whole well-being. This includes hybrid working, a base salary up to £60k, 8% pension, 25 days holiday, and a tightly knit, people-first, professional working culture. Career progression paths are actively offered, as this is a very visible role that can lead to a financial services mortgage or protection advisor role.
Human‐AI Workflow Fusion Expert in Stevenage employer: Pivotal
Contact Detail:
Pivotal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Human‐AI Workflow Fusion Expert in Stevenage
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. We can’t stress enough how valuable personal connections can be in landing that dream job.
✨Tip Number 2
Show off your skills! Create a portfolio or a project that highlights your expertise in Microsoft Power Automate and AI automation. We love seeing practical examples of what you can do!
✨Tip Number 3
Prepare for interviews by practising common questions and showcasing your problem-solving skills. We want to see how you think on your feet, especially when it comes to adapting to new tech tools.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who are eager to join our people-first culture.
We think you need these skills to ace Human‐AI Workflow Fusion Expert in Stevenage
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Human‐AI Workflow Fusion Expert role. Highlight your experience with Microsoft Power Automate and Copilot Studio, as well as any relevant projects that showcase your skills in automation.
Showcase Your Problem-Solving Skills: In your application, give examples of how you've tackled challenges in previous roles. We want to see how you adapt to change and find innovative solutions, especially when it comes to automating processes.
Be Authentic: Let your personality shine through in your written application. We value a people-first approach, so don’t hesitate to share what drives you and how you can contribute to our collaborative culture at Pivotal.
Apply Through Our Website: For the best chance of success, make sure to submit your application directly through our website. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at Pivotal
✨Know Your Tech Inside Out
Make sure you’re well-versed in Microsoft Power Automate, Copilot Studio, and Claude Cowork. Brush up on your certifications and be ready to discuss specific projects where you've successfully implemented these tools. This will show that you’re not just familiar with the tech, but that you can leverage it effectively.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've tackled challenges in previous roles, especially under pressure. Pivotal values a driven mindset, so share stories that highlight your ability to adapt and find solutions quickly, particularly in automation and workflow processes.
✨Emphasise Team Collaboration
Pivotal is all about teamwork, so come ready to discuss how you’ve contributed to team dynamics in past positions. Highlight instances where you’ve supported colleagues or improved team culture, as this will resonate well with their people-first approach.
✨Stay Curious and Forward-Thinking
Demonstrate your interest in the latest trends and technologies in AI and automation. Be prepared to discuss how you keep up with industry developments and how you envision using new tools to enhance processes at Pivotal. This shows that you’re not just looking for a job, but are genuinely invested in continuous improvement.
