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!
