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Integration & Automation Specialist
2 weeks ago
Join Ocean Tide Partners as a Business Process Automation Specialist
Are you passionate about eliminating manual work and creating seamless business operations? Ocean Tide, a fast-growing offshore outsourcing company with operations in South Carolina and the Philippines, is seeking a Business Process Automation Specialist to revolutionize how we handle our core business workflows.
As our ideal candidate, you'll be the architect behind intelligent automation solutions that connect our entire business ecosystem. You'll transform time-consuming manual processes into elegant, automated workflows that save hours of work daily and eliminate human error from critical business operations.
What You'll Be Building: This role focuses on automating workflows between platforms such as Salesforce, Hubspot, Kaseya, Harvest, QuickBooks, Manatal and Excel/Sheets, with a specific focus on invoicing, reporting, and reducing manual operations overhead.
Core Responsibilities:
- Design automations between Hubspot, Harvest, Kaseya, and QuickBooks (invoice syncing, time logs, reconciliation)
- Automate reporting dashboards for ticket data, time tracking, and invoice status
- Build integrations using Zapier, , or Power Automate; scripting as needed
- Document workflows and collaborate with finance/ops teams to streamline billing and reporting
Required Skills:
- 3-5 years experience with API integrations, automation platforms, or RevOps, Artificial Intelligence (AI)
- Hands-on experience with Harvest, Kaseya, QuickBooks Online (invoicing), Zapier, Hubspot
- Excel/Google Sheets mastery (pivots, lookups, formulas, scripts)
- Bonus: PowerShell, Python, or JavaScript for low-code/custom automation