Head - Systems & Workflow Automation - Revenue Operations

Experience: 5.00 + years

Expected Notice Period: 15 Days

Shift: (GMT+05:30) Asia/Kolkata (IST)

Opportunity Type: Remote

What do you need for this opportunity?

Must have skills required:

- ActiveCampaign, AI, GPT, Juniper Square, CRM, Google Workspace, Notion, Yardi, Zapier

Apta Investment Group is Looking for:

TitleHead of Systems and Workflow Automation

Why Join Apta

- Take ownership of our systems architecture and play a foundational role in operational scale

- Build the tools and automations that power a modern, data-driven investment platform

- Work closely with the executive team and gain visibility across business units

- Enjoy autonomy, flexibility, and a high-trust, results-focused team culture

- Competitive compensation based on experience and strategic impact

- We are seeking a systems-driven professional to join us as Head of Systems & Workflow Automation. This is a strategic and implementation-focused role responsible for owning our internal technology stackfrom process discovery and design to full deployment, integration, and automation.

- You will lead the effort to understand our real estate, marketing, and investor operations workflows, identify points of friction or inefficiency, and implement technology solutions that simplify execution and ensure data flows cleanly across tools.

- A key part of your role will be building automated data connections across systems and maintaining a centralized Notion-based company dashboard to ensure real-time visibility and team-wide coordination.

Core Mission

Own the implementation and performance of Aptas technology infrastructure by:

- Designing and deploying efficient, simplified workflows between departments and platforms

- Automating data flow between systems (e.g., CRM, investor portals, Google Workspace, Yardi, Agora) and into centralized dashboards in Notion

- Translating business processes into scalable, tech-enabled solutions that support day-to-day execution and decision-making

Key Responsibilities

Tech Stack Ownership and Implementation

- Lead implementation, integration, and ongoing management of core business platforms, including Notion, Slack, Google Workspace, Juniper Square, Yardi Breeze Premier, Agora, and our CRM

- Serve as the point person for all internal platform configuration and system enhancements

Process Mapping and Workflow Design

- Work with each team function (marketing, investor relations, acquisitions, asset management) to map operational workflows and identify opportunities to streamline processes

- Design and implement simplified, standardized workflows across platforms that reduce friction and improve handoffs

Cross-System Integration and Automation

- Build and maintain automations using Zapier or equivalent tools to eliminate manual entry, increase accuracy, and connect siloed tools

- Automate structured data transfer from external platforms into a Notion-based dashboard used across the company

Documentation, Training, and Adoption

- Document systems architecture, SOPs, and platform usage guidelines for each major process

- Deliver live training and onboarding for internal users and serve as a support resource for troubleshooting system issues

Reporting, Governance, and Optimization

- Ensure system accuracy, data governance, and real-time reporting integrity across all platforms

- Regularly assess platform usage, functionality gaps, and data flow, and implement ongoing improvements

AI and Innovation Enablement

- Explore and implement intelligent tools (e.g., AI assistants, GPTs, internal automations) that accelerate business operations

What Were Looking For

Required Skills and Experience

- 5+ years in systems enablement, technical operations, or RevOps/MarketingOps roles

- Experience managing business platforms and integrating cross-functional workflows

- Proven ability to automate data movement between systems and into shared dashboards (especially using Zapier or similar tools)

- Deep familiarity with CRM tools (HubSpot, ActiveCampaign, or equivalent), platform APIs, and structured data

- Exceptional systems thinking and the ability to map, simplify, and scale operational processes

- Strong documentation and communication skills; comfortable leading internal trainings and writing

SOPs

- Self-motivated and highly organized, capable of managing multiple initiatives in parallel

Preferred Qualifications

- Experience with Notion as a central operations dashboard or team knowledge hub

- Exposure to real estate tech platforms such as Yardi Breeze Premier, Juniper Square, Agora

- Background working with high-performance teams in fast-paced or entrepreneurial environments

- Familiarity with AI or GPT-based automations as applied to business process enablement