Workflow Automation Specialist

About our organization

We are committed to enhancing business efficiency and decision-making through automation and artificial intelligence.

Our team encourages experimentation, collaboration, and data-informed innovation, empowering teams to focus on strategic work while intelligent systems handle the repetitive.

About the Role

This is an opportunity to lead workflow automation and integration projects across departments — including Sales, Professional Services, Marketing, and Finance.

The ideal candidate will have a balance of strategic thinking and hands-on execution. They should be 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 :

• Collaborate closely with 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.

Requirements

To succeed in this role, you will need :

Benefits

This is a fully remote position with a competitive salary and performance-based incentives.

You will also have access to advanced tools, data, and continuous learning opportunities.

Join Our Team

We offer a collaborative and growth-oriented team culture that values experimentation, innovation, and data-driven decision-making.