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Trusteer Financial · 1 day ago

ClickUp - Consulting and Project Management Specialist (Project-Based).

United States

Contract

Remote

Mid Level

Trusteer Financial is an accounting firm seeking a ClickUp Automation Specialist to enhance their existing workflows. The role involves auditing and redesigning ClickUp processes, integrating various tools, and providing training to team members to improve operational efficiency.

AccountingFinanceHedge FundsWealth Management

Responsibilities

Audit and clean up the current ClickUp workspace to remove redundancies and improve usability. We would also like to include candidates with proven experience in process mapping, process redesign, and workflow optimization

Rethink, redesign, and remodel existing workflows and dashboards

Build and implement automated workflows in ClickUp using tools such as APIs, Zapier, Power Automate, or custom scripts

Connect and integrate AI tools to automate tasks

Create custom dashboards to improve visibility into client deliverables, deadlines, and team performance

Collaborate with accounting and compliance teams to design solutions tailored to their operational needs

Create and document SOPs (Standard Operating Procedures) to support internal governance and develop a standardized SOP for ClickUp usage

Provide training to team members on how to use new workflows, automations, and tools

Continuously test, monitor, and refine workflows to maintain efficiency and accuracy

Qualification

ClickUp expertiseWorkflow automationAutomation toolsScripting languagesIntegration experienceAnalytical skillsProblem-solving skillsProject management knowledge