Automation & Systems Specialist

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Evaluate current business processes to pinpoint areas for automation and enhancement.

• Collaborate within the Microsoft 365 and Azure ecosystem.

• Create and execute automated workflows and system integrations.

• Utilize platforms like Claude, ChatGPT, Power Automate, or similar tools.

• Engage with APIs, webhooks, and data integrations.

• Develop scripts or lightweight solutions where pre-existing automation does not exist.

• Support AI-driven workflows for client onboarding, information gathering, document preparation, and reporting.

• Investigate AI applications for reviewing completed tasks and detecting potential errors or inconsistencies prior to client delivery.

• Automate routine client communications and internal procedures.

• Create and maintain Standard Operating Procedures (SOPs) and documentation for new workflows.

• Conduct testing and troubleshooting of automations before they go live.

• Provide training to team members on newly implemented systems and workflows.

• Oversee existing automations and seek opportunities for further enhancements.

• Research new AI and automation technologies and evaluate their practical applications.

• Partner with an Australian accounting and business advisory firm that caters to small and medium-sized enterprises.

⛳️ Requirements

• Minimum of 5 years' experience in software development, systems engineering, automation, solutions engineering, technical business analysis, or a similar technical domain.

• Extensive experience with Microsoft 365 and/or Azure.

• Advanced skills in Microsoft Excel, including complex formulas, data analysis, reporting, dashboards, and VBA for process automation and workflow enhancement.

• Strong practical experience with Microsoft SharePoint, covering document management, collaboration tools, lists, workflows, permissions, and maintaining intranet systems.

• Required experience with document management systems (DMS).

• Proven track record in designing and implementing business process automation.

• Familiarity with AI tools such as Claude and ChatGPT.

• Understanding of APIs, integrations, webhooks, and data structures.

• Basic knowledge of HTML, CSS, and JavaScript.

• Robust problem-solving and analytical abilities.

• Capability to comprehend a business process and convert it into a technical solution.

• Experience with Claude Code or similar AI-assisted development tools.

• Proficiency in Python, JavaScript/TypeScript, or another programming language.

• Experience with SQL/database management.

• Background in working with accounting, financial, or professional services industries.

• Experience in automating workflows that are document-heavy or data-intensive.

• Experience in integrating multiple SaaS platforms.

• Ability to work autonomously and take initiative.

• Skill in conveying technical concepts in a clear manner to non-technical team members.

• Required disclosure of any active roles or client engagements.

• Must represent this engagement on LinkedIn as “Independent Contractor”.

🏝️ Benefits

• 100% remote work-from-home opportunity.

• Flexibility in managing working hours as an independent contractor.

• Coordination with Australian business hours for effective collaboration.