Head of Systems and Workflow Automation

Uplers; United States; Remote; USD 18,000 - 30,000; Full time

Job summary

A leading company seeks a Head of Systems and Workflow Automation to streamline their technology architecture. This pivotal role requires overseeing technology integration between departments, enhancing operational efficiency, and developing automated solutions using modern tools. Ideal candidates will have 5+ years in systems operations and a diverse tech skillset.

Qualifications

• 5+ years in systems enablement, technical operations, or RevOps/MarketingOps roles.
• Experience managing business platforms and integrating cross-functional workflows.
• Strong documentation and communication skills.

Responsibilities

• Own the implementation and performance of Apta's technology infrastructure.
• Lead implementation, integration, and management of core business platforms.
• Automate data flow between systems and into centralized dashboards.

Skills

CRM

Google Workspace

Notion

Yardi

Zapier

Job description

Head of Systems and Workflow Automation

Experience: 5 - 7 Years Exp
Salary : USD 18,000-30,000 / year
Preferred Notice Period: Within 30 Days
Shift: 2:00PM to 11:00PM IST
Opportunity Type: Remote
Placement Type: Permanent

(*Note: This is a requirement for one of Uplers' Clients)

Must have skills required :
CRM, Google Workspace, Notion, Yardi, Zapier
Good to have skills :
ActiveCampaign, AI, GPT, Juniper Square

Apta Investment Group (One of Uplers' Clients) is Looking for:
Head of Systems and Workflow Automation who is passionate about their work, eager to learn and grow, and who is committed to delivering exceptional results. If you are a team player, with a positive attitude and a desire to make a difference, then we want to hear from you.

Role Overview Description
Title- Head of Systems and Workflow Automation
Why Join Apta
Take ownership of our systems architecture and play a foundational role in operational scale
Build the tools and automations that power a modern, data-driven investment platform
Work closely with the executive team and gain visibility across business units
Enjoy autonomy, flexibility, and a high-trust, results-focused team culture
Competitive compensation based on experience and strategic impact
We are seeking a systems-driven professional to join us as Head of Systems & Workflow Automation. This is a strategic and implementation-focused role responsible for owning our internal technology stackfrom process discovery and design to full deployment, integration, and automation.
You will lead the effort to understand our real estate, marketing, and investor operations workflows, identify points of friction or inefficiency, and implement technology solutions that simplify execution and ensure data flows cleanly across tools.
A key part of your role will be building automated data connections across systems and maintaining a centralized Notion-based company dashboard to ensure real-time visibility and team-wide coordination.

Core Mission
Own the implementation and performance of Aptas technology infrastructure by:
Designing and deploying efficient, simplified workflows between departments and platforms
Automating data flow between systems (e.g., CRM, investor portals, Google Workspace, Yardi, Agora) and into centralized dashboards in Notion
Translating business processes into scalable, tech-enabled solutions that support day-to-day execution and decision-making

Key Responsibilities
Tech Stack Ownership and Implementation
Lead implementation, integration, and ongoing management of core business platforms, including Notion, Slack, Google Workspace, Juniper Square, Yardi Breeze Premier, Agora, and our CRM
Serve as the point person for all internal platform configuration and system enhancements
Process Mapping and Workflow Design
Work with each team function (marketing, investor relations, acquisitions, asset management) to map operational workflows and identify opportunities to streamline processes
Design and implement simplified, standardized workflows across platforms that reduce friction and improve handoffs
Cross-System Integration and Automation
Build and maintain automations using Zapier or equivalent tools to eliminate manual entry, increase accuracy, and connect siloed tools
Automate structured data transfer from external platforms into a Notion-based dashboard used across the company Documentation, Training, and Adoption
Document systems architecture, SOPs, and platform usage guidelines for each major process
Deliver live training and onboarding for internal users and serve as a support resource for troubleshooting system issues
Reporting, Governance, and Optimization
Ensure system accuracy, data governance, and real-time reporting integrity across all platforms
Regularly assess platform usage, functionality gaps, and data flow, and implement ongoing improvements
AI and Innovation Enablement
Explore and implement intelligent tools (e.g., AI assistants, GPTs, internal automations) that accelerate business operations

What Were Looking For
Required Skills and Experience
5+ years in systems enablement, technical operations, or RevOps/MarketingOps roles
Experience managing business platforms and integrating cross-functional workflows
Proven ability to automate data movement between systems and into shared dashboards (especially using Zapier or similar tools)
Deep familiarity with CRM tools (HubSpot, ActiveCampaign, or equivalent), platform APIs, and structured data
Exceptional systems thinking and the ability to map, simplify, and scale operational processes
Strong documentation and communication skills; comfortable leading internal trainings and writing SOPs
Self-motivated and highly organized, capable of managing multiple initiatives in parallel

Preferred Qualifications
Experience with Notion as a central operations dashboard or team knowledge hub
Exposure to real estate tech platforms such as Yardi Breeze Premier, Juniper Square, Agora
Background working with high-performance teams in fast-paced or entrepreneurial environments
Familiarity with AI or GPT-based automations as applied to business process enablement

Why Join Apta
Take ownership of our systems architecture and play a foundational role in operational scale
Build the tools and automations that power a modern, data-driven investment platform
Work closely with the executive team and gain visibility across business units
Enjoy autonomy, flexibility, and a high-trust, results-focused team culture
Competitive compensation based on experience and strategic impact
We are seeking a systems-driven professional to join us as Head of Systems & Workflow Automation. This is a strategic and implementation-focused role responsible for owning our internal technology stackfrom process discovery and design to full deployment, integration, and automation.
You will lead the effort to understand our real estate, marketing, and investor operations workflows, identify points of friction or inefficiency, and implement technology solutions that simplify execution and ensure data flows cleanly across tools.
A key part of your role will be building automated data connections across systems and maintaining a centralized Notion-based company dashboard to ensure real-time visibility and team-wide coordination.

Core Mission
Own the implementation and performance of Aptas technology infrastructure by:
Designing and deploying efficient, simplified workflows between departments and platforms
Automating data flow between systems (e.g., CRM, investor portals, Google Workspace, Yardi, Agora) and into centralized dashboards in Notion
Translating business processes into scalable, tech-enabled solutions that support day-to-day execution and decision-making

Key Responsibilities
Tech Stack Ownership and Implementation
Lead implementation, integration, and ongoing management of core business platforms, including Notion, Slack, Google Workspace, Juniper Square, Yardi Breeze Premier, Agora, and our CRM
Serve as the point person for all internal platform configuration and system enhancements
Process Mapping and Workflow Design
Work with each team function (marketing, investor relations, acquisitions, asset management) to map operational workflows and identify opportunities to streamline processes
Design and implement simplified, standardized workflows across platforms that reduce friction and improve handoffs
Cross-System Integration and Automation
Build and maintain automations using Zapier or equivalent tools to eliminate manual entry, increase accuracy, and connect siloed tools
Automate structured data transfer from external platforms into a Notion-based dashboard used across the company Documentation, Training, and Adoption
Document systems architecture, SOPs, and platform usage guidelines for each major process
Deliver live training and onboarding for internal users and serve as a support resource for troubleshooting system issues
Reporting, Governance, and Optimization
Ensure system accuracy, data governance, and real-time reporting integrity across all platforms
Regularly assess platform usage, functionality gaps, and data flow, and implement ongoing improvements
AI and Innovation Enablement
Explore and implement intelligent tools (e.g., AI assistants, GPTs, internal automations) that accelerate business operations

What Were Looking For
Required Skills and Experience
5+ years in systems enablement, technical operations, or RevOps/MarketingOps roles
Experience managing business platforms and integrating cross-functional workflows
Proven ability to automate data movement between systems and into shared dashboards (especially using Zapier or similar tools)
Deep familiarity with CRM tools (HubSpot, ActiveCampaign, or equivalent), platform APIs, and structured data
Exceptional systems thinking and the ability to map, simplify, and scale operational processes
Strong documentation and communication skills; comfortable leading internal trainings and writing SOPs
Self-motivated and highly organized, capable of managing multiple initiatives in parallel

Preferred Qualifications
Experience with Notion as a central operations dashboard or team knowledge hub
Exposure to real estate tech platforms such as Yardi Breeze Premier, Juniper Square, Agora
Background working with high-performance teams in fast-paced or entrepreneurial environments
Familiarity with AI or GPT-based automations as applied to business process enablement

How to apply for this opportunity:
Easy 3-Step Process:
1. Click On Apply! And Register or log in on our portal
2. Upload updated Resume & Complete the Screening Form
3. Increase your chances to get shortlisted & meet the client for the Interview!

About Our Client:
At Apta Investment Group, we empower surgeons and healthcare professionals to achieve financial independence through passive real estate investments.

About Uplers:
Our goal is to make hiring and getting hired reliable, simple, and fast. Our role will be to help all our talents find and apply for relevant product and engineering job opportunities and progress in their career.

(Note: There are many more opportunities apart from this on the portal.)

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you!