Workflow Automation Specialist Trainer

Company Overview

Our company, Outsource Consultants, is an outsourcing consulting firm located in

Minneapolis, Minnesota. We leverage our 20+ years of experience in the call center

outsourcing industry to help companies find the best outsource call center, BPO, and

cloud-based software outsourcing solutions. We do not charge clients anything for our

services and there is no risk or strings attached to take our advice or recommendations.

Project Goal

We are looking for an experienced workflow subject matter expert to help supplement

Outsource Consultants’ operations department. The goal of this project is to educate our

automation specialist and act as an additional resource for automated workflows within

our marketing and CRM software that make key processes and activities more efficient.

Key Requirements and Expectations

● Ideal candidate is experienced with process modeling and CRM modifications

● Familiar with Zoho CRM and workflow automation

● Experience with process and CRM documentation

● Critical thinking– taking high level requirements and helping us break them down into

detailed workflow requirements

● Problem solving through technology and process

● Experience with Zoho CRM, Hubspot Marketing, and Zapier preferred

● Preferred experience with various coding languages, including: Zoho Deluge, Python,

Javascript, HTML

Estimated Project Length

We intend this project to be ongoing with a minimum of 5 hours per week, varying on


Additional Details

● Create custom functions within Zoho CRM to help with automation processes/creating


● Meet with Automation Specialist for a few hours per week to train on workflow logic,

systems operations, and to assist with project completion

● Use Zoho Creator to improve current processes via application creation (Zoho Deluge)

● Act as a resource for immediate issues regarding data, automation, and CRM


Skills: Coding, Python, Training

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About the Employer:
( 0 reviews ) United States

Project ID: #16686248

4 freelancers are bidding on average $31/hour for this job


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Personal Details: My name is Yamini and I am an Indian based Zoho Certified Consultant. I love Zoho and I have five years of extensive experience in Zoho Products. I have done customization, automation and integratio More

$33 USD / hour
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