Process Automation Specialist

Get to know usIdeals is a global B2B SaaS product company recognized as the most highly rated and customer-centric brand in a secure business collaboration market. Trusted by more than 2,000,000 users from 175,000 companies globally, we are on a mission to create more prosperity in the world by accelerating high-stakes business decisions. We achieve this by delivering extremely intuitive and robust software products that help people make impactful decisions with less stress, higher quality, and shorter hours:Ideals Virtual Data Room: A web-based cloud platform used by companies in a wide range of industries to ensure secure confidential document sharing for online due diligence, fundraising transactions, corporate reporting, licensing, clinical trials, and other business goals. Ideals Board: A cloud platform with web and mobile applications used by board members, CEOs, executives, and corporate secretaries, to streamline governance and improve high-stake decisions in a fast, secure, and compliant way. The roleAs we continue our rapid expansion into new business units and global markets, we are seeking a Process Automation Specialist (Revenue Operations Tech Specialist). In this role, you will work closely with cross-functional teams such as Sales Ops, Customer Success Ops, Marketing, and others to manage and enhance our internal CRM ecosystem (HubSpot) and connected tools. Your main focus will be on driving automation, improving data flow, and building efficient, scalable processes through low-code platforms, SQL, and system configuration. This position is open remotely in Ukraine or India. You will report to the Revenue Tech Operations Lead and collaborate daily with internal operational teams. What you will doAdminister and optimize our CRM system (HubSpot), answer all related questions regarding features and all connected servicesSupport data flows across platforms and monitor data sync (HubSpot ↔ SumGate ↔ BigQuery)Conduct thorough data validation, identifying anomalies in sync tasksIntegrate external data sources using REST APIs, addressing typical error handlingDesign, build, and test complex automations/integrations using REST APIs and complex SQLSet up and manage user permissions and security settings in internal toolsTroubleshoot platform issues and respond to tickets (via Jira)Create and maintain comprehensive technical documentation, diagrams, and process flows according to defined standards. Participate in internal projects and stakeholder communication across departmentsWhat you bringAdvanced knowledge of SQLHands-on experience with RegEx, JSON, REST API Upper-Intermediate English proficiency (B2) - both oral and writtenAt least 2+ years of relevant experience in Revenue Operations, CRM administration, Business process automation, or Systems IntegrationExperience designing or updating processes, identifying areas for improvement, and proposing automation initiativesGeneral knowledge of main project management tools, methodologiesCritical thinking and systematic approach with the focus on high-quality standardsNice to haveUnderstanding of the sales process, key stages, and goalsComfort working with large language models (LLMs), including prompt design, API/token usage tracking, and balancing clarity with costExperience with data warehouses like BigQuery, including database structure, scheduled queries, and complex aggregation logicWhat we offer We highly value our people, so we will empower you with all the resources and support to help you reach your full potential. For your best workRemote-first flexibility to shape your ideal workdayHome workplace budget Resilient home budget for Ukraine-based teammatesResilient office in Kyiv & co-working expense coverageIndividual IT budget for extra equipmentTop-tier tech and AI-powered toolsFor your growthAccess to Ideals Academy with numerous coursesInvestment in external learning and development activitiesGuidance in Personal Development Plan creationProfessional literature and subscriptions coverageSupport of your passion as a speaker or writerInternal talent mobility opportunitiesFor your well-beingTailored Wellness Package for your physical and mental healthFull coverage of mental health sessions for Ukrainian teammatesFunding for sports competitions20 business days of paid time off per yearUnlimited health-related time-offExtra perksTeam-building offline and online eventsBudget for meetups with your local teamGenerous internal referral programOur cultureCommitment, Excellence, Collaboration, Trust and Care are core values to the Ideals team. For us, these are the principles that every Idealer lives and breathes. We are on the lookout for like-minded individuals who share our values. By doing so, we create a team where talents feel at ease and work to the best of their abilities. Discover more. Ideals is an equal opportunity employerIdeals is made up of people from a wide variety of backgrounds and lifestyles. We embrace diversity and invite applications from people from all walks of life. We don’t discriminate against employees or applicants based on gender identity or expression, sexual orientation, race, religion, age, national origin, or citizenship.#LI-SM1 Apply to this Job