Role Objective
The Technical Solutions Consultant will be responsible for designing, implementing, and optimizing business systems and workflows across various platforms. This role focuses on connecting tools, automating processes, and improving operational efficiency through data-driven solutions. The Specialist will collaborate closely with internal teams and clients to understand requirements, map data flows, and deliver scalable, reliable automation using low-code/no-code tools and APIs.
Job Responsibilities:
- Design, configure, and deploy customized solutions across CRM, workflow, and project management systems to address specific business needs.
- Work closely with the Director and internal/external stakeholders to translate business requirements into scalable technical solutions.
- Create architecture frameworks, data models, and workflow automations that connect multiple platforms and tools for seamless operations.
- Implement and optimize low-code/no-code workflows (e.g., Zapier, Make/Integromat, Airtable, Power Automate) to improve efficiency, reduce manual tasks, and enhance data accuracy.
- Utilize REST APIs, JSON, and webhooks to design, test, and maintain custom integrations between systems; confidently interpret API documentation for solution building.
- Conduct system testing, troubleshoot errors, and validate data flows to ensure reliability, performance, and accuracy of solutions.
- Develop clear SOPs, workflow documentation, and provide user training to ensure smooth adoption of implemented solutions.
- Identify opportunities for system enhancement, performance tuning, and automation expansion; stay current with emerging tools and technologies.
- Explore and propose AI-driven tools and integrations that enhance automation, analytics, and business intelligence capabilities.
Job Qualifications
- Proven experience in technical consulting or solution implementation, ideally across CRM, workflow, or project management systems.
- Strong understanding of data mapping, workflow automation, and process optimization across multiple platforms.
- Hands-on experience using low-code/no-code automation tools (e.g. Zapier, Make.com/Integromat, Airtable, Power Automate, etc.) to connect and streamline business systems.
- Familiarity with REST APIs, JSON, and webhooks — confident in reading and using API documentation to design and build custom connections between platforms.
- Ability to quickly learn and adapt to new platforms and tools (training provided for monday.com — curiosity and problem-solving mindset are key).
- Experience in system testing, troubleshooting, and data validation to ensure reliability and accuracy of automated workflows.
- Strong communication skills, including client-facing collaboration, documentation, SOP creation, and user training.
- Detail-oriented, proactive, and independent, capable of managing projects, deliverables, and timelines with minimal supervision.
- Interest or experience in AI-driven tools and integrations is a strong plus.
