Process & Integrations Manager

Bhagat; Vadodara; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

Bhagat is seeking a Process & Integrations Manager to streamline business systems, integrate tools like Google Workspace and AI platforms, and develop automated workflows. The role emphasizes financial accuracy, revenue management, and data-driven decision making.

You will build dashboards in Google Sheets, monitor PMS reports, and support pricing strategies while collaborating with cross-functional teams. The ideal candidate has strong Excel/Sheets skills, a passion for technology, and the

Qualifications

• Proficient in Google Sheets or Excel with strong data reporting
• Interest in technology, software, and system integrations
• Experience with workflow automation tools such as Zapier or Make
• Exposure to AI agents, custom GPTs, Google Gemini or no-code AI builders is an advantage
• Strong analytical skills with business/financial data
• Basic accounting, cash reconciliation, or revenue management knowledge preferred
• Strong problem-solving and independent work ability
• High accuracy, integrity, and attention to detail
• Excellent written and verbal English communication
• Ability to learn new software quickly

Responsibilities

• Set up, manage, and optimize tools like Google Workspace, Slack, and Asana
• Build and improve AI agents and automated workflows across apps
• Create trackers, reports, and dashboards in Google Sheets
• Review daily/nightly PMS reports and verify cash counts across properties
• Monitor occupancy, ADR, and revenue; adjust pricing records
• Develop SOPs and assist onboarding/training
• Collaborate with teams to ensure smooth operational processes
• Identify inefficiencies and propose faster, better workflows
• Train and provide feedback to AI agents to improve accuracy

Skills

Google Sheets

Excel

Technology interest

Workflow automation

AI agents exposure

Data analytics

Accounting knowledge

Problem solving

English communication

Rapid learning

Tools

Google Workspace

Slack

Asana

Zapier

Make

Custom GPTs

Google Gemini

No-code AI builders

Job description

We are looking for a technology-driven and detail-oriented Process & Integrations Manager to manage business systems, streamline workflows, maintain financial and operational accuracy, and lead the implementation of AI-powered tools, agents, and automations.

The role involves integrating business applications, developing automated workflows, maintaining reports and trackers, monitoring property performance, and supporting revenue and pricing decisions across multiple businesses.

The ideal candidate should have strong Google Sheets or Excel skills, an interest in technology and AI, and the ability to independently identify opportunities for process improvement.

Key Responsibilities

1. Systems Management & Integrations

• Set up, manage, and optimize business tools such as Google Workspace, Slack, Asana, and AI platforms.
• Ensure smooth integration and coordination between different business applications.
• Identify opportunities to improve existing systems, tools, and workflows.

2. AI Agents & Workflow Automation

• Build, connect, test, and continuously improve AI agents and automated workflows across business applications.
• Explore and implement automation solutions using tools such as Zapier, Make, custom GPTs, Google Gemini, and other AI platforms.
• Develop step-by-step process documentation and maintain AI knowledge bases.
• Train and provide feedback to AI agents to improve their accuracy and effectiveness.
• Research new AI tools, integrations, and automation opportunities and share recommendations directly with the business owner.

3. Reporting & Financial Accuracy

• Create and maintain business trackers, reports, and dashboards using Google Sheets.
• Review daily/nightly reports generated through Property Management Systems (PMS).
• Verify cash counts with individual properties and investigate discrepancies.
• Maintain accurate and separate financial and operational records for each business.
• Ensure data accuracy and consistency across business systems.

4. Revenue Management & Pricing

• Monitor daily property performance, including occupancy, average daily rate (ADR), and revenue.
• Maintain updated pricing records for individual properties.
• Conduct weekly competitor pricing research and recommend suitable pricing adjustments.
• Analyze performance trends and identify opportunities to improve revenue.

5. Process Improvement & Team Support

• Identify inefficiencies and recommend faster, more effective ways of working.
• Develop and maintain standard operating procedures and process documentation.
• Assist in onboarding and training new team members.
• Collaborate with different teams to ensure smooth execution of operational processes.

Required Skills & Qualifications

• Strong proficiency in Google Sheets or Microsoft Excel, including formulas, data organization, and reporting.
• Strong interest in technology, software applications, and system integrations.
• Understanding of workflow automation tools such as Zapier or Make is preferred.
• Exposure to AI agents, custom GPTs, Google Gemini, or no-code AI agent builders is an advantage.
• Good analytical skills and the ability to work with business and financial data.
• Basic knowledge of accounting, cash reconciliation, or revenue management is preferred.
• Strong problem-solving skills and ability to work independently.
• High level of accuracy, integrity, and attention to detail.
• Excellent written and verbal English communication skills.
• Ability to learn new software applications and technologies quickly.

AI & Automation Core Part of the Role

AI adoption and automation are integral responsibilities of this position. The selected candidate will be expected to:

• Use AI tools regularly for planning, research, learning, and daily work.
• Help build and train AI agents by providing workflows, instructions, examples, and feedback.
• Test new AI applications and integrations to identify practical business use cases.
• Continuously explore opportunities to automate repetitive tasks and improve productivity.
• Share new integration ideas and business improvement opportunities directly with the owner.

General Requirements

• Excellent spoken and written English communication skills.
• Strong familiarity with Google Workspace, including Gmail, Drive, Docs, and Sheets.
• Working knowledge of Microsoft Office, particularly Excel and Word.
• Willingness to learn Slack, Asana, AI tools, and Property Management Systems (PMS).
• Fast and accurate typing skills.
• Flexibility to work according to US business hours, including evening/night shifts in India.
• Willingness to work six days a week, including rotational weekends and holidays.
• Mandatory work-from-office requirement in Vadodara for every shift.

Preferred Candidate Profile

• Candidates who are enthusiastic about technology, AI, and business process automation.
• Individuals who demonstrate continuous learning through formal education, online courses, certifications, or self-learning.
• Candidates with experience in automation, system integrations, financial reporting, property operations, or revenue management will have an added advantage.
• Candidates with a stable employment history and a genuine interest in long-term career growth will be preferred.

Practical Assessment Second Interview

Candidates are strongly encouraged to build and demonstrate a simple AI agent related to this role using any preferred platform, such as:

• Custom GPT in ChatGPT
• Google Gemini Gem
• Any no-code AI agent or automation builder

Candidates who demonstrate a working AI agent during the second interview will receive strong preference.

Career Opportunity

This is a long-term career opportunity for someone interested in growing with the organization. The company invests in employee training and development and is looking for candidates who are committed to building a long-term association.