Project Lead Automation

he Project Lead Automation is responsible for coordinating all automation and system-integration projects across the organization.

This role ensures that every development — from Salesforce flows to API integrations — is delivered on time, within budget, and always supported by complete and up-to-date process documentation.

While the Project Lead does not write code, they must have a strong functional and analytical understanding of Salesforce and related systems to effectively manage technical resources, evaluate solutions, and safeguard quality.

Core Responsibilities

1. Project Coordination & Oversight

• Coordinate and direct external developers and technical freelancers on a daily basis.
• Translate functional needs into clear, structured technical assignments with defined deliverables and deadlines.
• Monitor project progress, test outcomes, and completion criteria.
• Ensure that all deliveries are fully documented and meet internal standards.
• Work side by side with Camille (peer) and report directly to the CEO, with the goal of independently managing and maturing the automation environment.

2. Documentation & Process Ownership

• Responsible for the delivery of process documentation as the primary project output (no undocumented code deliveries).
• Maintain version-controlled documentation for all processes and system logic using Word and Nextcloud.
• Ensure that all flows, triggers, and API connections are clearly described and traceable to business objectives.
• Align documentation with existing standards such as:
• Briefpost API Process Description
• Twinfield Synchronisation Process
• Opt-Out Continuation Workflow
• Dispute & Complaint Handling Process

3. Communication & Stakeholder Management

• Maintain daily visibility of ongoing development activities and open actions.
• Communicate clearly with management, finance, support, and sales teams about priorities and timelines.
• Manage expectations internally and provide structured written updates via Outlook and Salesforce.
• Keep internal stakeholders informed about dependencies, changes, and next steps.

4. Budget & External Resource Management

• Oversee project budgets, time tracking, and freelancer invoices.
• Verify that invoiced hours correspond to completed and documented work items.
• Maintain a professional working relationship with all external programmers and consultants.

5. Analysis & Quality Assurance

• Evaluate process logic, automation design, and data flow consistency.
• Identify inefficiencies and propose improvements in automation and workflow structure.
• Understand technical concepts sufficiently to challenge solutions and assess feasibility — without programming them.

Required Knowledge & Experience

• Salesforce (essential):
• Deep functional understanding of Sales Cloud, Service Cloud, Flows, Process Builder, and integrations.
• Accounting integrations:

Familiarity with Twinfield, SEPA Direct Debit, and invoice/payment synchronization.

• Core toolset:
• Microsoft Outlook – communication and reporting
• Nextcloud – document management and version control
• Salesforce – project tracking, process flows, and automation coordination

(No Jira or external project board usage — all coordination runs through internal tools.)

• Proven experience managing or coordinating external development teams.
• Excellent written and spoken communication in English (Dutch is a plus).

Personal Attributes

• Analytical mindset – able to understand and structure complex technical and operational processes.
• Organized and proactive – keeps multiple projects aligned and documented.
• Communicative and precise – clearly documents and reports progress and issues.
• Results-oriented – focused on tangible deliverables, documentation, and completion.
• Independent and self-managing – capable of leading initiatives directly under the CEO with peer collaboration from Camille.
• Technically literate – understands system logic and dependencies without the need to code.

Reporting Line

• Reports to: CEO
• Works closely with: peer
• Manages: External programmers, technical consultants, and automation freelancers
• Collaborates with: Finance, Operations, Sales Support, and IT Administration

Key Deliverables

• Complete and current process documentation for every automation and system integration project.
• A daily updated overview of project progress, open issues, and ownership per task.
• Weekly management updates summarizing project status, risks, and budget performance.
• Quality assurance of all technical deliveries against functional expectations and business logic.

Job Type: Full-time

Pay: Php50, Php70,000.00 per month

Benefits:

• Company Christmas gift
• Company events
• Health insurance
• Life insurance
• Opportunities for promotion
• Promotion to permanent employee

Experience:

• Project Leader: 3 years (Preferred)
• CRM systems do you have experience using: 3 years (Preferred)
• delivery of process documentation: 3 years (Preferred)

Language:

• English (Preferred)

Work Location: In person