Workflow Engineer

3 days ago

Solapur, Maharashtra, India beBeeAutomation Remote Work Freelance Full time ₹ 7,50,000 - ₹ 15,00,000

We are seeking a highly skilled automation specialist to design, develop 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 primary objective is to replace manual admin processes with reliable automations that meet compliance standards.

Key Responsibilities:

  • Design and implement document automation workflows.
  • Build command workflows for one-click actions in Slack.
  • Configure and optimize Pipedrive CRM (fields, automations, deal stages).
  • Automate document generation and routing.
  • Integrate DocuSign for seamless e-signature workflows.
  • Automate onboarding workflows for Property Management tools.
  • Route leads from funnels and classify them via AI.
  • Build compliance workflows for intake checklists, missing-doc reminders, SLA trackers.
  • Develop dashboards & reporting for KPIs, marketing attribution, and pipeline tracking.
  • Evaluate and ensure all workflows follow security, compliance, and reliability standards.

Requirements:

  • Proven experience with no-code automation platforms.
  • Strong knowledge of Slack integrations and app workflows.
  • Experience with CRM automation (Pipedrive preferred).
  • Familiarity with Google Workspace automation.
  • Knowledge of DocuSign API/integration.
  • Ability to integrate with Property Management tools & BGL Simple Fund 360.
  • Understanding of compliance-sensitive workflows.
  • Ops/Systems mindset: able to map messy business processes into structured workflows.
  • Strong communication skills, excellent documentation habits.

Nice to Have:

  • Experience with AI-driven automations (lead classification, knowledge bots).
  • Familiarity with Australian property or SMSF compliance.
  • Prior experience building error handling + monitoring dashboards.

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