Zapier Automations Expert

Position Title: Zapier Automations Expert

Employer: Loch Corporate Services Private Limited

Location: Gurugram, India

Position Type: Full time

Reports To: India Director

Remuneration: Commensurate with experience

About the Organisation

Loch Corporate Services Private Limited is a professional services firm delivering a broad range of solutions across administrative, technical, marketing, and specialised operational areas. Established with a focus on high quality and compliant service delivery, Loch supports organisations seeking integrated support functions under a single trusted provider. The firm is committed to strict confidentiality standards, consistent quality controls and seamless collaboration with client teams across multiple sectors

Purpose of the role

The Automations Expert owns and operates the firm's end-to-end automation infrastructure. The role brings capability in-house that has historically depended on external vendors, delivers reliable and timely automations across the firm's operational stack, and ensures core platforms such as Pipedrive, Zapier, PandaDoc, Xero, ActionStep, Migration Manager and Google Workspace function together as a cohesive workflow engine.

The incumbent is accountable for automation uptime, delivery timelines, cost efficiency and documentation standards across the firm.

Responsibilities and duties

• Design, build, deploy and maintain automations across the firm's no-code and low-code platforms including Zapier, Make and similar tools.
• Integrate and maintain data flows between core systems including Pipedrive, PandaDoc, Xero, ActionStep, Migration Manager and Google Workspace.
• Write and debug custom code steps in JavaScript or Python where standard connectors are insufficient.
• Audit existing automations for reliability, redundancy, cost efficiency and failure modes.
• Diagnose and resolve automation failures including dropped webhooks, runaway triggers, API token consumption anomalies and data sync errors.
• Document every live automation with clear specifications, versioning, rollback procedures and owner accountability.
• Translate operational requirements from internal stakeholders into automation specifications and committed delivery timelines.
• Evaluate and recommend new automation platforms, connectors and architectural improvements.
• Build internal monitoring and reporting dashboards covering automation health, uptime, throughput and cost.
• Establish and uphold service levels for new automation requests and incident response.
• Maintain strict hygiene around API keys, credentials, access tokens and connected accounts.
• Decommission redundant third-party automation services and migrate that capability in-house where cost and reliability justify it.
• Provide training, documentation and self-service tooling for internal teams on basic automation hygiene.

Key deliverables

• Complete documented inventory of all live automations across the firm within the first 60 days.
• Audit report on current external automation vendor deliverables with a recommended in-house migration plan.
• Defined and published service levels for new automation requests and incident response.
• Quarterly automation health and cost report submitted to the India Director.
• Documented architecture for the Pipedrive, Zapier, PandaDoc, Xero, ActionStep and Migration Manager integration stack.
• Measurable reduction in API token wastage, automation failures and external vendor spend.

Compliance and Confidentiality

• Use only firm-approved platforms and tools for all automation work.
• Adhere strictly to firm policy on handling API keys, tokens, passwords and other credentials.
• Follow data handling protocols for cross-border data flows between the Indian and Australian entities.
• Ensure all client-facing automated outputs are reviewed and signed off by the designated Australian stakeholder before deployment.
• Treat all client, matter, financial and personnel data accessed through automated workflows as strictly confidential.

Key Relationships

• India Director
• IT Administrator
• HR Manager
• Finance and Business Administration Manager
• Australian Legal Team Leaders
• Operational and client-facing managers across the firm
• External platform vendors and support channels as required

Essential Skills

• Deep, demonstrable expertise across no-code and low-code automation platforms including Zapier and Make.
• Strong working knowledge of REST APIs, webhooks, JSON, OAuth authentication flows and rate limiting behaviour.
• Ability to write, debug and maintain JavaScript or Python for custom code steps.
• Hands-on experience with CRM platforms, particularly Pipedrive.
• Document automation experience with PandaDoc or an equivalent tool.
• Diagnostic mindset with the ability to trace automation failures through multi-system chains.
• Ability to estimate scope accurately, commit to delivery timelines and meet them.
• Strong technical documentation skills.
• Ability to work independently and manage multiple parallel automation projects.
• High standards of operational reliability and attention to detail.
• Proficient written and verbal communication in Australian business English.

Qualifications and experience

• Minimum 4 to 5 years of hands-on experience building and maintaining production automations in a commercial environment.
• Demonstrable portfolio of multi-system integrations across CRM, document, finance and operational tools.
• Prior experience supporting professional services, legal or cross-border business operations preferred.
• Formal qualifications in computer science, engineering or a related technical field are advantageous but not mandatory.

Employee benefits

Employees of Loch Corporate Services Private Limited are entitled to the following benefits:

• Four weeks of paid annual leave.
• Health insurance coverage.
• Provident Fund contributions in accordance with Indian regulations.
• Performance-linked bonuses, subject to eligibility and company policy.