Streamline Operations Specialist
1 day ago
Automate with precision. We are seeking a highly skilled Automation Specialist to craft and deploy end-to-end automation systems that streamline back-office operations.
Key Responsibilities:- Design and implement document automations for receipts, contracts, and audit packs, ensuring seamless workflows.
- Build Slack command workflows for one-click actions, boosting productivity and efficiency.
- Configure and optimize Pipedrive CRM (fields, automations, deal stages) for optimal performance.
- Automate document generation from Google Docs to PDF to email to Drive storage, reducing manual labor and errors.
- Integrate DocuSign for e-signature workflows, enhancing security and reliability standards.
- Automate onboarding workflows for Property Management tools, improving the new user experience.
- Route leads from funnels and classify them via AI, making data-driven decisions easier.
- Build compliance workflows for intake checklists and SLA trackers, ensuring regulatory requirements are met.
- Develop dashboards and reporting for KPIs and pipeline tracking, providing valuable insights.
Nice to Have:
- Experience with AI-driven automations and Australian property or SMSF compliance, adding a competitive edge.
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