ClickUp Automation & Operations Specialist

Tavor Perry; Davao del Norte; Remote; PHP 240,000 - 420,000; Full time

Job summary

Tavor Perry is seeking an Operations and Admin Assistant to help systematize and automate daily operations. You’ll manage documents, emails, and bookkeeping support while creating templates, SOPs, and workflows to free up time.

You should be a ClickUp power user with a sharp eye for process improvement, uphold confidentiality, and work independently in a dynamic environment. This role offers growth opportunities.

Qualifications

• Advanced ClickUp knowledge with templates and workflows.
• Proficiency in MS Office, Outlook, and OneDrive.
• Experience in document management and file organization.
• Experience writing SOPs and process documentation.
• Experience with email management and basic bookkeeping support.
• Confidential handling of information.
• Able to work independently.

Responsibilities

• Organize, rename, convert, and file confidential client documents in a structured folder system.
• Set up and maintain folder structures for every new client case or assignment.
• Sort and file receipts and expense records, and send them to the accountant.
• Manage the inbox, reaching inbox zero and keeping it that way.
• Turn existing documents into reusable templates.
• Identify repetitive tasks and write clear SOPs for them.
• Grow our use of ClickUp by building and improving boards, tasks, and workflows
• Spot opportunities for automation and build or recommend automated workflowsRespond to member inquiries on our online platform, such as invoice and account questions
• Create FAQs and SOPs for handling platform support

Skills

ClickUp

MS Office

Document management

SOP writing

Email management

Confidentiality

Independent worker

Tools

ClickUp

Microsoft Office

Outlook

OneDrive

Job description

Tavor Perry is seeking an Operations and Admin Assistant to help systematize and automate daily operations. You’ll manage documents, emails, and bookkeeping support while creating templates, SOPs, and workflows to free up time.

You should be a ClickUp power user with a sharp eye for process improvement, uphold confidentiality, and work independently in a dynamic environment. This role offers growth opportunities.