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Morrisman Innovations Private Limited logo

Workflow Architect

3 - 7 years

0 Lacs

maharashtra

Posted:1 day ago| Platform: Shine logo

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Skills Required

crm xero sops alerts formulas hubspot fintech airtable zapier notion google workspace slack sales dashboards merchant dashboards automations relational data structure clickup complyadvantage gdrive zoho merchant environment

Work Mode

On-site

Job Type

Full Time

Job Description

The responsibilities of this role include designing scalable systems across multiple PSP brands, building and maintaining Airtable CRM, commission trackers, and onboarding workflows, integrating various tools such as Slack, Notion, Google Workspace, Xero, and Zapier/Make. It also involves documenting SOPs and team playbooks for Sales, Merchant Onboarding, and Finance, as well as building merchant and sales dashboards with alerts for Slack/email. The ideal candidate would have experience in building ops stacks for crypto PSPs, iGaming, forex, or high-risk verticals, and familiarity with multi-brand operations including shared leads, shared CRM, and cross-selling. They should be proficient in Airtable formulas, automations, and relational data structures, as well as be familiar with tools like Notion, ClickUp, Zapier, ComplyAdvantage, Xero, and GDrive. The required skill set for this position includes being an expert in Airtable with knowledge of formulas, automation, and interface design. Proficiency in Zapier or Make for multi-step logic and error handling is essential, along with familiarity with tools like Notion, ClickUp, Slack, and Google Workspace. Bonus skills include CRM experience with platforms like HubSpot, Zoho, ComplyAdvantage, and Xero, and the ability to work effectively in a fintech/merchant environment.,

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