Workflows and Automation Expert
16 hours ago
We are seeking a skilled professional to design and deploy an end-to-end automation system that streamlines business operations.
The role involves integrating various tools into seamless workflows, focusing on replacing manual processes with reliable automations that meet compliance standards.
- Design and implement document automations (receipts, contracts, audit packs, authority forms).
- Build Slack command workflows for one-click actions.
- Configure and optimize CRM fields, automations, and deal stages.
- Automate document generation (Google Docs -> PDF -> email -> Drive storage).
- Integrate e-signature workflows using DocuSign.
- Automate onboarding workflows for Property Management tools.
- Route leads from funnels and classify them via AI.
- Build compliance workflows (intake checklists, missing-doc reminders, SLA trackers).
- Develop dashboards & reporting for KPIs, marketing attribution, and pipeline tracking.
- Ensure all workflows follow security, compliance, and reliability standards.
- Provide documentation, diagrams, and runbooks, plus training for internal users.
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