Any
N/A
8
Aug 29, 2026
Work From Home
Full-Time
We are looking for a tech-savvy CRM & Automation Specialist to help build, maintain, and optimize our customer relationship management systems and automated workflows.
The ideal candidate understands CRM pipelines, lead management,
JOB RESPONSIBILITIES:
• Manage and maintain CRM databases and customer records
• Build and maintain sales pipelines and opportunity stages
• Create automated workflows for leads, customers, and internal processes
• Set up
• Create lead nurturing and re-engagement campaigns
• Configure forms, surveys, calendars, and lead capture systems
• Set up triggers, actions, tags, custom fields, and pipeline automation
• Monitor automation workflows and troubleshoot failed processes
• Integrate CRM systems with third-party applications
• Build and maintain Zapier, Make, or similar automation workflows
• Perform CRM data cleanup, deduplication, and segmentation
• Create lead routing and notification workflows
• Assist with sales funnel and customer journey optimization
• Test automations before deployment
• Document workflows, processes, and system configurations
• Monitor CRM performance and provide recommendations for improvement
REQUIREMENTS:
• Previous experience with CRM management or marketing automation
• Strong understanding of CRM pipelines and workflows
• Experience with at least one CRM platform
• Experience with automation tools such as Zapier or Make
• Strong troubleshooting and problem-solving skills
• Comfortable working with databases and spreadsheets
• Strong attention to detail
• Good written and spoken English
• Able to understand business processes and translate them into automated workflows
• Reliable internet connection and work-from-home setup
BONUS:
• GoHighLevel experience
• HubSpot experience
• Salesforce experience
• ActiveCampaign experience
• Zapier / Make experience
• Webhooks and basic API knowledge
•
• Basic HTML knowledge
• Experience connecting CRMs with forms, websites, calendars, or payment systems
POSITION: Remote / Work From Home