
Automation Workflow Specialist
6 days ago
We are seeking a skilled professional to design, build, and deploy an end-to-end automation system that streamlines our back-office operations. The role focuses on integrating various tools into a seamless workflow.
The objective is to replace manual admin processes with reliable automations that meet compliance standards.
Key Responsibilities:
- Design and implement document automations to streamline business processes.
- Develop and configure Slack command workflows for one-click actions to enhance productivity.
- Configure and optimize CRM (fields, automations, deal stages) to improve sales efficiency.
- Automate document generation and e-signature workflows to reduce administrative burdens.
- Integrate Property Management tools and classify leads via AI to inform business decisions.
- Develop dashboards & reporting for KPIs, marketing attribution, and pipeline tracking to drive data-driven insights.
- Evaluate security, compliance, and reliability standards to ensure robust automation systems.
- Provide documentation, diagrams, and runbooks, plus training for internal users to facilitate knowledge sharing.
Requirements:
- Proven experience with no-code automation platforms to deliver efficient solutions.
- Strong knowledge of Slack integrations and app workflows to enhance user experience.
- Experience with CRM automation and Google Workspace automation to drive business growth.
- Familiarity with DocuSign API/integration and Property Management tools to leverage their capabilities.
- Understanding of compliance-sensitive workflows to ensure regulatory adherence.
- Ops/Systems mindset: able to map messy business processes into structured workflows to improve efficiency.
- Strong communication skills, excellent documentation habits to facilitate collaboration and knowledge sharing.
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