Process Automation Specialist

Get to know us

Ideals 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 role

As 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 do

• Administer and optimize our CRM system (HubSpot), answer all related questions regarding features and all connected services

  Support data flows across platforms and monitor data sync (HubSpot ↔ SumGate ↔ BigQuery)

  Conduct thorough data validation, identifying anomalies in sync tasks

  Integrate external data sources using REST APIs, addressing typical error handling

  Design, build, and test complex automations/integrations using REST APIs and complex SQL

  Set up and manage user permissions and security settings in internal tools

  Troubleshoot 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 departments

  What you bring

  • Advanced knowledge of SQL

    Hands-on experience with RegEx, JSON, REST API

    Upper-Intermediate English proficiency (B2) - both oral and written

    At least 2+ years of relevant experience in Revenue Operations, CRM administration, Business process automation, or Systems Integration

    Experience designing or updating processes, identifying areas for improvement, and proposing automation initiatives

    General knowledge of main project management tools, methodologies

    Critical thinking and systematic approach with the focus on high-quality standards

    Nice to have

    • Understanding of the sales process, key stages, and goals

      Comfort working with large language models (LLMs), including prompt design, API/token usage tracking, and balancing clarity with cost

      Experience with data warehouses like BigQuery, including database structure, scheduled queries, and complex aggregation logic

      What 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 work

      • Remote-first flexibility to shape your ideal workday

        Home workplace budget

        Resilient home budget for Ukraine-based teammates

        Resilient office in Kyiv & co-working expense coverage

        Individual IT budget for extra equipment

        Top-tier tech and AI-powered tools

        For your growth

        • Access to Ideals Academy with numerous courses

          Investment in external learning and development activities

          Guidance in Personal Development Plan creation

          Professional literature and subscriptions coverage

          Support of your passion as a speaker or writer

          Internal talent mobility opportunities

          For your well-being

          • Tailored Wellness Package for your physical and mental health

            Full coverage of mental health sessions for Ukrainian teammates

            Funding for sports competitions

            20 business days of paid time off per year

            Unlimited health-related time-off

            Extra perks

            • Team-building offline and online events

              Budget for meetups with your local team

              Generous internal referral program

              Our culture

              Commitment, 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 employer

              Ideals 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.

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