Business Systems & Automation Specialist
Role details
Job location
Tech stack
Job description
- Learn how we price, how we sell, and how we retain clients
- Understand client profitability- not just revenue, but what each client actually costs us to service
- Identify commercial opportunities and inefficiencies from the data you build and own
- Work directly alongside the MD on business intelligence and growth initiatives
Operationally
- Understand how jobs flow from sale through to delivery and invoicing
- Work with the engineering, projects, finance, and sales teams to understand their processes
- Identify where operational bottlenecks exist and build solutions that remove them
- Ensure that the way we capture data in the field reflects the commercial reality of the business
Technically
- Audit how data flows through Uptick, HubSpot, and Xero and identify where it can be improved
- Build a Microsoft Power BI (or similar) data centre integrating all three systems into a single live dashboard
- Deliver the reporting infrastructure that tells us in real time how the business is performing - job profitability, engineer utilisation, client value, recurring revenue, pipeline conversion
- Identify and automate the manual processes that slow the business down
- Build and maintain integrations between systems as the business grows
The systems you'll work with:
- Uptick (field service ERP)
- HubSpot (sales CRM)
- Xero (accounting)
- Microsoft Power BI
- Power Automate and Power Apps
- APIs and custom integrations
- Python / SQL
- AI tools via Microsoft Azure / OpenAI
The Bigger Opportunity
This role has a ceiling only if you put one on it.
In year one you'll be building the systems and developing the commercial and operational knowledge that underpins them. In year two you'll be using that knowledge to actively drive business decisions alongside senior leadership. By year three the right person could be operating at a level that takes most people a decade to reach.
We'll invest in your commercial development as seriously as your technical development. You won't be handed a narrow brief and left to get on with it. You'll be in the room where decisions are made, understanding why they're made, and building the tools that make them better., * A pure research or academic AI position
- A prompt engineering role
- A software development role with no business interaction
- A role where you maintain what already exists
- A role where the technical work happens in isolation from the commercial reality
This is a role for someone who enjoys solving practical problems, building things that didn't exist before, and seeing their work change how a real business operates.
Requirements
Do you have a valid Driving License license?, Do you have experience in SQL?, Technical (Non-Negotiable)
- Comfortable working with APIs and data pipelines
- Experience with or strong understanding of Microsoft Power BI or similar BI tools
- Ability to build automations (Power Automate, Make, Zapier, or custom builds)
- Able to work with real-world data and make it clean and useful
- Python, SQL, or similar
Commercial & Operational (Equally Non-Negotiable)
- Genuinely curious about how businesses make money and where they lose it
- Able to sit in a room with the Directors and understand what each of them actually needs
- Wants to understand the why behind every process, not just the how
- Can translate commercial problems into technical solutions and technical findings into commercial language
- Comfortable presenting findings and recommendations to senior members of the team
Mindset
- Wants to be present in the business and not isolated in a technical silo
- Takes ownership without being told to
- Builds first, perfects later
- Comfortable with ambiguity - not everything will be clearly defined
- Ambitious - this role is a launchpad, not a landing spot
You don't need a specific degree. You don't need ten years of experience. You need to demonstrate that you can think commercially, build technically, and learn fast.