Financial Operations Automation Associate
(Excel, Google Sheets, basic formulas). Interest in learning automation or workflow tools (e.g., Zapier, Power Automate...
(Excel, Google Sheets, basic formulas). Interest in learning automation or workflow tools (e.g., Zapier, Power Automate...
platforms Overseeing enterprise applications including NetSuite, ADP, Shopify, Celigo, Zapier, FranConnect, Zendesk, HubSpot...
migrations and CRM integrations (Salesforce, Marketo, Zapier, etc.) Create custom properties, pipelines, and permission sets... with tools like Lucidchart, Asana, Zapier, Loom, Avoma, and Google Workspace Experience managing teams or direct reports...
What You Should Have for the Role: Skills (or strong ability to learn quickly) Familiarity with: ChatGPT / Claude n8n (or Zapier/Make) Clay...
AI-native toolchains, such as n8n, Make, Vapi, Zapier, LangGraph, LlamaIndex Agents, OpenAI Assistants API, or similar platforms...
tools (ex. ChatGPT, Gemini AI) or automation tools (ex. Zapier) Comfort working in dynamic or evolving environments Proven...
: Proficiency or ability to quickly learn the following platforms: Salesforce Zapier WordPress Basecamp PHYSICAL...
-on experience building, troubleshooting, and scaling API-driven integrations using platforms such as Make (Integromat) and Zapier...
-on experience building, troubleshooting, and scaling API-driven integrations using platforms such as Make (Integromat) and Zapier...
→ Intaker → Salesforce Troubleshooting malfunctions across Zapier, CallRail, chatbots, IVR routing, and CRM integrations... with Salesforce or a comparable CRM Strong proficiency with CallRail, Zapier, chatbot systems, landing page testing tools...