Freelance Automation & Business Systems Specialist

Our client is a small, growing training provider delivering practical business skills training, leadership development, mentoring, consultancy, and employability programmes for individuals, organisations, and education providers.

They are looking for an experienced Automation & Business Systems Specialist to help us improve efficiency by designing and implementing practical, cost-effective automation solutions across our sales, marketing, administration, and customer engagement processes.

This role is ideal for someone who enjoys solving business problems through automation using AI, low-code/no-code platforms, APIs, CRM systems, and other affordable software solutions.

Key Responsibilities

You will help us design, build and optimise solutions such as:

• Business process automation
• AI-powered assistants and automation agents where appropriate
• Lead generation and prospecting automation
• Sales outreach and follow-up automation
• CRM and customer journey automation
• Email marketing and communication workflows
• Appointment booking and scheduling automation
• Reporting and dashboard automation
• Document and administrative workflow automation
• Integration of business applications and systems
• Identifying affordable software solutions that improve productivity and reduce manual work

They are looking for someone who can recommend the most appropriate solution for each business need. This may involve AI, automation platforms, custom integrations, or simple low-cost software—whichever delivers the best value and results.

Essential Requirements

Applicants should have:

• A proven track record of delivering business automation projects
• A Job Success Score of 90% or above (or equivalent excellent client feedback)
• Experience with CRM systems and email automation
• Strong understanding of workflow design and system integrations
• Examples of previous automation projects or workflows
• Excellent communication skills in English
• The ability to explain technical solutions in a clear, business-focused way

What You'll Help Us Build

Examples of projects include:

• Automated lead generation and qualification
• Sales and customer communication workflows
• CRM automation
• Internal business process improvements
• Administrative task automation
• Reporting and performance dashboards
• Workflow integrations across multiple business systems
• Practical automation solutions that save time, reduce manual work and support business growth

Future Opportunity

This role will initially be offered on a freelance basis. Following a successful six-month period, there is the opportunity for the position to become permanent for the right candidate, subject to performance and business needs.

To Apply

Please include:

• A brief introduction about yourself.
• Your Job Success Score or equivalent client rating.
• Examples of similar automation projects you have completed.
• A summary of the automation technologies and business systems you have worked with.
• A brief explanation of how you would approach improving operational efficiency for a growing training provider

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How to Apply: If you’re ready to take on this exciting challenge and contribute to our success, please apply now with your updated CV and a cover letter!

Due to the high volume of applications, only shortlisted candidates will be contacted for an interview.