Automation Specialist

Education and Experience

• Bachelor s degree in Business, Information Technology, or a related field.
• 3+ years of experience in workflow automation, business process optimization, API integration, or a similar role.
• SOP Review & Optimization
• Conduct thorough reviews of existing Standard Operating Procedures (SOPs) across all departments.
• Identify opportunities to improve efficiency, accuracy, and compliance.
• Collaborate with department heads to understand current workflows and make recommendations for improvement.
• Workflow Automation
• Design, implement, and maintain automated workflows using platforms like Zapier, Integromat, Microsoft Power Automate, or other similar tools.
• Develop and manage API integrations between various software systems (CRM, ERP, email, task management, etc.) to ensure seamless data flow and minimize manual tasks.
• Monitor automated workflows and API connections to ensure they run smoothly and troubleshoot any integration issues.
• Excel Macros and Advanced Data Handling
• Create and maintain Excel macros to automate data manipulation and reporting tasks.
• Use advanced Excel functions for data analysis and process improvement.
• API Integration & Automation
• Develop, test, and maintain integrations using RESTful APIs, ensuring proper data synchronization between internal and external systems.
• Manage API requests, handle authentication protocols (OAuth, API keys), and troubleshoot connectivity issues.
• Training & Documentation
• Develop and maintain documentation for all automated processes, API integrations, and updated SOPs.
• Provide training and support to team members on new automated workflows and processes.
• Continuous Improvement
• Stay up-to-date with the latest workflow automation tools, APIs, and best practices.
• Act as a key resource for continuous process improvement initiatives, helping to implement Lean or Six Sigma principles when applicable.

Required Skills and Qualifications

• Proven experience in workflow automation using Zapier or similar platforms (Integromat, Power Automate, etc.).
• Experience with designing and maintaining API-based integrations between different business systems.
• Strong experience in reviewing and optimizing Standard Operating Procedures (SOPs).
• Advanced knowledge of Excel, including macros, VBA scripting, and complex formulas.
• Excellent analytical and problem-solving skills.
• Ability to manage multiple projects and priorities simultaneously.
• Strong communication skills with the ability to work across departments.
• Experience with the integration of CRM, ERP, and other business software using API-based approaches is a plus.
• Knowledge of Lean or Six Sigma methodologies is a plus.