Automation Specialist

Role Title: SaaS Implementation & Automation Specialist

Reports To:

Location:

Role Overview

SaaS Implementation & Automation Specialist

You will be responsible for:

• Implementing and onboarding client accounts (clinics/doctors).
• Customizing and automating modules such as funnels, CRM, campaigns, and workflows.
• Integrating third-party apps (WhatsApp, payment gateways, Practo, Google Calendar, etc.).
• Training clinic staff to effectively use the platform.
• Enhancing the SaaS product by building

  new modules, templates, and automation packs

  for scale.

Core Skills (Mandatory)

• Strong expertise in

  SaaS Mode

  : pipelines, workflows, campaigns, sub-accounts.

• White-label setup

  : custom domain, SMTP, Twilio/WhatsApp integration.
• Funnel & website builder experience.
• CRM configuration: pipelines, opportunities, automations.

• Advanced Automations

  : workflows, triggers, AI assistants, SMS/Email sequences.
• Appointment scheduling & calendar synchronization.
• SaaS configurator: pricing plans, Stripe billing, upgrades/downgrades.

Technical Stack (Preferred / Growth Skills)

• Zapier / Make (Integromat):

  for external SaaS integrations.

• APIs (REST):

  basic knowledge to connect external health apps/custom modules.

• Front-End (JavaScript, TypeScript, HTML, CSS):

  for customizing funnels & landing pages.

• Database basics:

  import/export clinic data securely.

• CRM data migration tools:

  for patient data from spreadsheets/legacy systems.

Soft Skills (Essential for Client Training)

• Excellent communication and

  ability to explain technical concepts simply

  .
• Patience and adaptability when training the doctors’ staff.
• Problem-solving mindset with strong client service orientation.

Why Join Us?

• Opportunity to

  work directly with the Founder/CEO

  and shape the product roadmap.
• Exposure to the

  health-tech SaaS ecosystem

  with rapid growth potential.
• Flexible

  hybrid/remote role

  with autonomy and ownership.
• Career growth into

  Product Management, SaaS Architecture, or Technical Leadership

  .

With Regards,

Victor / Kiran

victorpaul@livecjobs.com / kirankumar@livecjobs.com