Automation Expert
Posted 2025-08-23
Remote, USA
Full Time
Immediate Start
<p>Our client is seeking a detail-oriented <strong>Automation & Operations Specialist</strong> who can design, implement, and maintain efficient workflows that power referral, connector, onboarding, and billing processes. This role focuses on replacing time-intensive manual tasks with reliable low-code/no-code automation to improve efficiency, accuracy, and customer experience.</p><p></p><p>Whether youโre a <strong>full-time VA with deep automation expertise</strong>, a <strong>short-term consultant</strong> who can set up systems quickly, or an <strong>EA with strong automation skills</strong>, this role offers the chance to make a measurable operational impact.</p><p></p><h3><strong>๐ Perks & Benefits</strong></h3><ul> <li>๐ต Paid in <strong>USD</strong>, every <strong>15th & 30th</strong> of the month</li> <li>๐๏ธ Up to <strong>14 days of Paid Time Off</strong> annually (starting Day 1)</li> <li>๐
Observance of <strong>Holidays</strong> (based on your location)</li> <li>๐ก <strong>100% remote</strong> โ work from anywhere</li> <li>โ๏ธ Access to industry-standard automation platforms and integrations</li> <li>๐ Opportunity to create systems that directly reduce workload and boost performance</li> <li>๐งช Creative freedom to experiment with automation tools and workflows</li> </ul><p></p><h3><strong>๐งฉ What You'll Be Doing</strong></h3><p>๐ <strong>Automation Architecture & Workflow Management</strong></p><ul> <li>Build, test, and maintain low-code automations between CRM, billing, and communication tools</li> <li>Create stable webhook, trigger, and notification pipelines</li> </ul><p>๐ค <strong>Referral & Lead Nurture Flows</strong></p><ul> <li>Organize incoming referrals into the CRM</li> <li>Auto-trigger nurture sequences to convert cold or stalled leads</li> </ul><p>๐ <strong>Connector Engagement Automation</strong></p><ul> <li>Track connector activity (e.g., number of introductions, sign-up dates)</li> <li>Automate engagement nudges for new, idle, or milestone-reaching connectors</li> </ul><p>๐ผ <strong>Pending Intro Tracking & Billing Automation</strong></p><ul> <li>Use Make/Airtable to build real-time dashboards</li> <li>Automate follow-ups for pending introductions</li> <li>Trigger invoices and payment reminders automatically</li> </ul><p>โญ <strong>โFavorite Companiesโ โ Intro Nudges</strong></p><ul> <li>Capture favorite companies from shared forms (e.g., <em>Notion</em>)</li> <li>Automate reminder sequences until introductions are completed</li> <li>Log outcomes into connector profiles</li> </ul><p>๐ฏ <strong>Success Metrics</strong></p><ul> <li>Reduce manual operational workload by <strong>60โ70%</strong> </li> <li>Faster onboarding for companies and connectors</li> <li>Higher connector retention through proactive engagement</li> <li>Zero missed billing opportunities due to automation</li> </ul><p></p><h3><strong>โ
Who You Are</strong></h3><ul> <li>Skilled in <strong>low-code/no-code tools</strong> such as Zapier, <a href="http://Make.com" rel="nofollow noreferrer noopener" class="external">Make.com</a>, Airtable, Notion integrations, and webhooks</li> <li>Experienced in <strong>CRM automation</strong> (Attio, HubSpot, or similar)</li> <li>Able to map workflows and translate them into automated processes</li> <li>Proficient in <strong>data management</strong> (API connections, enrichment tools, record deduplication)</li> <li>Strong written English and documentation skills</li> <li> <strong>Preferred:</strong> Startup or SaaS/e-commerce experience, billing automation with Stripe, and referral program tracking</li> <li>Familiar with the following additional tools: Slack, Stripe</li> </ul><p></p><p>๐ <strong>Application Process Overview</strong></p><p>Our comprehensive selection process ensures we find the right fit for both you and our clients:</p><ol> <li> <strong>Initial Application</strong> โ Submit your application along with the required items listed in โHow to Applyโ below</li> <li> <strong>Video Introduction</strong> โ Record a short Loom video explaining your automation approach</li> <li> <strong>Automation Challenge</strong> โ Complete a practical low-code/no-code workflow exercise</li> <li> <strong>Recruitment Interview</strong> โ Skills and problem-solving assessment</li> <li> <strong>Executive Interview</strong> โ Deep dive into your process design experience and fit for the role</li> <li> <strong>Client Interview</strong> โ Final conversation about system integration and collaboration style</li> <li> <strong>Background & Reference Check</strong> โ Professional verification</li> <li> <strong>Job Offer</strong> โ Competitive compensation based on your profile</li> </ol><p></p><p>Each stage is designed to evaluate your fit for the role while giving you insights into our company culture and expectations. We'll keep you informed throughout the process and provide feedback at each step.</p><p></p><h3><strong>๐ฉ How to Apply</strong></h3><p>Please submit:</p><ol> <li>โ
Your <strong>updated resume</strong> </li> <li>โ
A <strong>1โ2 minute Loom video</strong> introducing yourself and the role youโre applying for</li> <li>โ
A <strong>portfolio, reel, or YouTube playlist</strong> showcasing at least 2 relevant work samples (automation workflows, dashboards, reports, or system builds youโve done)</li> </ol>