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Systems Integration & Workflow Specialist (Short-Term Project)

Job Description - Systems Integration & Workflow Specialist (Short-Term Project)

Project Duration: Approximately 1 month
Estimated Hours: Minimum 10 hours/week (Approx. 40 hours total)

Role Overview

We are looking for a technically confident Systems
Integration & Workflow Specialist to help audit, connect, and optimize our
existing business systems. The ideal candidate will review current tools,
improve workflows, document processes, and ensure systems are properly
organized for long-term team use.

Key Responsibilities

  • Audit
    existing business tools and platforms (email, CRM, project management,
    website, etc.)
  • Identify
    workflow gaps, inefficiencies, and opportunities for improvement
  • Connect
    and streamline systems to improve information flow
  • Build
    and document processes/workflows for team reference
  • Provide
    recommendations and implement necessary fixes

Possible Tools/Platforms

Experience with some of the following is preferred:

  • CRM
    platforms 
  • Project
    management tools (especially Notion)
  • Email
    marketing platforms (especially Appollo)
  • Website
    platforms (familiarity with migtating domains and using Wordpress)
  • Automation
    tools 
  • Claude
    AI integrations
  • Microsoft
    365

Qualifications

  • Proven
    experience in systems setup, integrations, and workflow optimization
  • Strong
    understanding of business processes and automation
  • Comfortable
    working across multiple platforms and learning new tools quickly
  • Strong
    documentation and communication skills
  • Able
    to work independently with minimal supervision
  • Detail-oriented
    with strong problem-solving skills

 



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