ClickUp - Consulting and Project Management Specialist (Project-Based). at Trusteer Financial – New York, New York

Job Description
We are an accounting firm seeking a ClickUp Automation Specialist to help us clean up, streamline, and enhance our existing ClickUp workflows. The ideal candidate will not only be highly ClickUp-savvy but also capable of understanding, mapping, and redesigning real business processes, turning them into efficient, automated workflows.

Your main goal will be to help us use ClickUp as our central operational hub, enabling us to track tasks, oversee client deadlines and deliverables, and maintain visibility across projects. This includes integrating ClickUp with platforms such as Slack, Box.com, and AI tools to improve communication, document management, and overall team efficiency.

If you have a strong background in process automation and enjoy building structured, intelligent systems that help teams stay organized and proactive, we'd love to work with you.
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.
Requirements:
Proven expertise with ClickUp, including workflow automation and customization.
Skilled in automation tools like Zapier, Power Automate, or APIs.
Proficiency in scripting languages (e.g., Python, JavaScript).
Experience integrating Slack, Box.com, and AI tools into workflows.
Familiarity with accounting and compliance workflows (preferred but not required).
Strong problem-solving and analytical skills.
Ability to work independently and with remote teams.
Knowledge of project management principles; certifications are a bonus.