Business Analyst – ClickUp Expert
3 days ago
We are seeking a highly analytical and process-driven Business Analyst with proven expertise in ClickUp workflows, automation, and dashboards. The ideal candidate will translate business needs into efficient systems, streamline processes, and ensure data-driven decision-making through visual dashboards and reports.
Key Responsibilities:
- Analyze business processes, identify gaps, and design optimized
ClickUp workflows
for project management and operations. - Build, customize, and maintain
ClickUp dashboards
to track KPIs, team performance, and project timelines. - Create
automations, templates, and dependencies
within ClickUp to improve task visibility and accountability. - Collaborate with department heads to gather requirements and translate them into scalable ClickUp solutions.
- Develop and document standard operating procedures (SOPs) and ClickUp best practices.
- Integrate ClickUp with other tools (e.g., Slack, Google Workspace, CRM tools, or reporting systems).
- Monitor and continuously improve the efficiency of workflows through reporting and feedback loops.
- Generate actionable insights using ClickUp analytics and other business intelligence tools.
Requirements:
- Bachelor's degree
in Business Administration, Information Systems, or related field. - 2–4 years of experience
as a Business Analyst or Project Management Specialist. - Hands-on expertise in ClickUp
(advanced workflow design, automation, dashboards, custom fields, integrations). - Strong understanding of
project management methodologies (Agile, Scrum, or Waterfall)
. - Excellent analytical, problem-solving, and documentation skills.
- Strong communication and stakeholder management abilities.
- Familiarity with data visualization and reporting tools is a plus (e.g., Google Data Studio, Power BI).
Preferred Skills:
- Experience in
automation tools
(Zapier, Make/Integromat). - Knowledge of
team collaboration and productivity tools
. - Ability to train team members and implement ClickUp adoption company-wide.
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