Automation and Systems Specialist

Treantly; Remote; CAD 60,000 - 80,000; Full time

Job summary

A recruitment agency in Canada is seeking an Automation & Systems Specialist to enhance backend operations. This role focuses on creating automation workflows, managing HubSpot systems, and ensuring smooth integration across platforms. Ideal candidates should have strong communication skills, attention to detail, and hands-on experience with automation tools like Zapier and Make. Opportunities for professional growth and a stable remote work environment are provided, along with health insurance after the probation period.

Benefits

Collaborative work environment

Growth opportunities

Health insurance after probation

Qualifications

• Hands-on skill with automation platforms and logical thinking.
• High attention to detail with structured, analytical mindset.
• Ability to work independently and manage multiple projects.

Responsibilities

• Build and optimize automation workflows using Zapier and Make.
• Manage HubSpot workflows and CRM logic.
• Troubleshoot system issues and ensure smooth data flow.
• Document systems and provide training to internal members.

Skills

Automation platforms

Logical thinking

Data management

Communication skills

Attention to detail

Tools

Zapier

HubSpot

Make

n8n

Job description

Treantly is a Canadian-based recruitment agency that facilitates the connection between businesses in North America and exceptional remote staff in the Philippines.

Role Overview

We are hiring a smart, detail‑oriented Automation & Systems Specialist to support the backend operations of our fast‑growing coaching company. This role is ideal for someone who loves building systems, improving workflows, and creating reliable automation that keeps the business running smoothly.

You don’t need decades of experience — but you do need hands‑on skill with automation platforms and the ability to think logically through complex processes. You will be responsible for improving and maintaining the internal tech infrastructure that powers:

• Client delivery
• Operations
• Marketing systems
• Internal team workflows
• Student experience

You will be the go‑to person ensuring our backend is fast, accurate, and dependable.

Key Responsibilities

• Build, maintain, and optimize automation workflows using Zapier, Make, and eventually n8n.
• Create and manage advanced HubSpot workflows, custom properties, lists, triggers, and CRM logic.
• Integrate and support our daily‑use tech stack across multiple platforms.
• Troubleshoot system issues and ensure accurate, smooth data flow.
• Identify manual tasks and implement scalable automation solutions.
• Support internal teams by designing clean, efficient backend processes.
• Maintain consistent data across platforms such as HubSpot, Circle, Slack, and others.
• Build workflows for onboarding, student experience, coach operations, and renewal processes.
• Document systems clearly and provide simple training for internal team members.
• Handle routing logic, error handling, QA testing, and workflow optimization.
• Strong working knowledge of automation tools (Zapier, Make, n8n)
• Deep understanding of workflows, triggers, routing, and cross‑platform data movement
• Comfortable navigating HubSpot (workflows, lists, custom fields, pipelines, tickets)
• Ability to analyze processes, diagram logic, and translate them into automations
• High attention to detail with a structured, analytical mindset
• Excellent communication skills — we value transparency and over‑communication
• Ability to work independently and manage multiple active projects

Preferred Qualifications (Nice to Have)

• Experience supporting operations in a coaching, consulting, or education business
• Basic familiarity with API documentation (GET/POST, headers, tokens)
• Experience integrating CRMs, communities, calendars, and communication tools
• Familiarity with Circle community tagging and automation logic
• Understanding of database structure, data hygiene, and naming conventions
• Comfortable using AI tools (ChatGPT, Claude, etc.) to speed up automation work

Benefits

• Collaborative and supportive work environment.
• Opportunity to grow with a company.
• Stable, long‑term remote work opportunity.
• Health Insurance (Maxicare HMO) after 3 months probationary period.