Automation Expert

6 days ago

Gulbarga, Karnataka, India beBeeAutomation Remote Work Freelance Full time ₹ 10,00,000 - ₹ 12,00,000
Automation Specialist Job Description

We are seeking a highly skilled Automation Specialist to design and deploy an end-to-end automation system that streamlines our back-office operations. This role focuses on integrating various tools into a seamless workflow, replacing manual admin processes with reliable automations that meet compliance standards.

Key Responsibilities:

  • Design and implement document automations (receipts, contracts, audit packs, authority forms).
  • Build workflows for one-click actions in Slack.
  • Configure and optimize Pipedrive CRM (fields, automations, deal stages).
  • Automate document generation and email sending.
  • Integrate DocuSign for e-signature workflows.
  • Automate onboarding workflows for Property Management tools.
  • Route leads from funnels and classify them via AI.
  • Develop compliance workflows (intake checklists, missing-doc reminders, SLA trackers).
  • Create dashboards & reporting for KPIs and pipeline tracking.
  • Ensure all workflows follow security, compliance, and reliability standards.
  • Provide documentation, diagrams, and runbooks, plus training for internal users.

Requirements:

  • Experience with no-code automation platforms (Make.com/Integromat, Zapier, n8n, etc.).
  • Strong knowledge of Slack integrations and app workflows.
  • Experience with CRM automation (Pipedrive preferred).
  • Familiarity with Google Workspace automation (Docs, Drive, Sheets).
  • Knowledge of DocuSign API/integration.
  • Ability to integrate with Property Management tools & BGL Simple Fund 360.
  • Understanding of compliance-sensitive workflows (finance, property, or legal).
  • Ops/Systems mindset: able to map business processes into structured workflows.
  • Strong communication skills, excellent documentation habits.

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