Automation and AI Specialist

About Us :

We are an innovation-driven organization committed to enhancing business efficiency and decision-making through automation and AI. Our environment encourages experimentation, collaboration, and data-informed innovation, empowering teams to focus on strategic work while intelligent systems handle the repetitive.

About the Role :

We are seeking an Automation and AI Specialist to lead workflow automation and AI integration projects across departments — including Sales, Professional Services, Marketing, and Finance. This role requires a balance of strategic thinking and hands-on execution. The ideal candidate is highly proficient in Zapier and familiar with tools like Salesforce , ZoomInfo , and Chorus , enabling them to design seamless workflows, streamline data flow, and create measurable business impact.

Key Responsibilities :

• Work closely with internal stakeholders to gather requirements and translate them into scalable automation and AI workflows.
• Build and manage Zapier workflows connecting systems like Salesforce, ZoomInfo, Chorus, Excel, and marketing platforms.
• Automate repetitive manual processes such as data synchronization, lead tracking, reporting, and renewal management.
• Develop solutions for scraping and processing data (e.g., from Chorus or Salesforce) and turning it into actionable insights.
• Implement automation-driven communication flows (e.g., renewal notifications, follow-up triggers, survey links).
• Maintain clear documentation (SOPs, workflow diagrams, technical notes) for all automations.
• Define KPIs and build dashboards or reports to measure automation efficiency and ROI.
• Collaborate with leadership to prioritize automation projects and ensure alignment with business goals.

Qualifications :

What We Offer :