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: - 3+ years of experience in automation, business process engineering, or AI-powered workflow design.
- Expert-level proficiency in Zapier , including multi-step workflows, webhooks, and API integrations.
- Experience with Salesforce CRM (pipelines, data management, API integrations).
- Familiarity with ZoomInfo (data enrichment) and Chorus (call insights and analytics).
- Strong understanding of workflow design, data mapping, and system logic.
- Excellent communication and stakeholder management skills — able to translate business problems into technical solutions.
- Analytical mindset with attention to detail and process optimization.
- Exposure to AI tools or automation scripting (e.G., Python, OpenAI API) is a plus.
What We Offer: - Fully remote work setup.
- Competitive salary and performance-based incentives.
- Opportunity to lead organization-wide automation and AI transformation initiatives.
- Collaborative and growth-oriented team culture.
- Access to advanced tools, data, and continuous learning opportunities.