CRM & Workflow Automation Specialist

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: TYPE OF WORK

Full Time

: SALARY

N/A

: HOURS PER WEEK

TBD

: DATE UPDATED

Oct 23, 2026

JOB OVERVIEW

Property Investor App is looking for an experienced CRM & Workflow Automation Specialist to take ownership of our customer journeys, automations and engagement workflows.

This is NOT a general VA or basic email marketing role.

We want someone who understands customer behaviour and can answer:

“The customer has done X — what should happen next?”

What You'll Be Doing

We have a large database of UK property investors who register, open emails, view properties, make enquiries and interact with our platform in different ways.

Your role will be to analyse these behaviours and create intelligent automated workflows around them.

Examples:

1. New customer registers but doesn't open the welcome email → what happens next?
2. Customer opens emails but doesn't log in → how do we engage them?
3. Customer views 5+ properties but doesn't enquire → should we follow up?
4. Customer repeatedly views HMOs → should their communication change?
5. Customer hasn't logged in for 30/60/90 days → how do we reactivate them?
6. Customer clicks a property from a marketing email → what happens next?
7. Highly engaged customer → when should our team personally contact them?

You will help us build:

Registration → Onboarding → Engagement → Enquiry → Conversion → Retention → Reactivation

Your Responsibilities

You will:

1. Map and improve existing customer journeys
2. Build automated CRM/email workflows
3. Create behaviour-based triggers and follow-ups
4. Segment customers based on activity and interests
5. Improve onboarding and reactivation
6. Plan email sequences and follow-ups
7. Analyse opens, clicks, property views, enquiries and conversions
8. A/B test workflows and messaging
9. Identify gaps where customers are not being followed up
10. Recommend new workflows based on customer data

We want someone who proactively finds opportunities, rather than waiting to be told what workflow to build.

Experience We're Looking For

You should have real hands-on experience with CRM, lifecycle or marketing automation.

Experience with platforms such as:

ActiveCampaign / HubSpot / ---------- / GoHighLevel / Klaviyo / Make / Zapier or similar is useful, but your ability to design good workflows is more important than knowing a particular platform.

Ideally, you have 2+ years' experience in CRM automation, lifecycle marketing, marketing operations, SaaS/customer engagement or similar.

Please Don't Apply If...

Your experience is mainly:

- General VA work
- Sending newsletters
- Basic Mailchimp campaigns
- Simple Zapier automations
- Courses without real commercial experience

We are specifically looking for someone who has personally built and improved customer automation workflows.

How to Apply

Start your application with:

PIA WORKFLOW 26

Then answer ONLY these 3 questions:

1. Show us something you've built.
Describe ONE real customer workflow you personally created.
What triggered it? What happened next? What software did you use? What result did it achieve?
Where possible, include an anonymised screenshot, workflow diagram or Loom video showing your work.

2. Solve this problem.
A new PIA customer opens our welcome email and then views 9 investment properties over 7 days but makes no enquiry.
What would you make happen next?
Keep your answer short. We want to understand how you think, not receive a long essay.

3. What tools have you actually used?
List the CRM/automation platforms you have personally worked with and rate yourself:
Beginner / Intermediate / Advanced
Also tell us your expected monthly salary in PHP.

Important

Please don't send us a generic cover letter.

We don't care about perfectly written applications. We care about evidence, experience and how you think.

Shortlisted candidates will have a video interview and may be given a small paid practical workflow exercise before we make our final decision.

We are looking for someone who can ultimately own the customer journey and workflow strategy within Property Investor App.

If that's you, we'd like to hear from you.

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CRM & Workflow Automation Specialist

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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