Automation and CRM Consultant
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We are a growing consulting agency dedicated to helping small and medium-sized businesses set up and optimize their CRM and automation systems. We are seeking a part-time Automation & CRM Consultant to join our remote team, with the potential for full-time employment in the future. The ideal candidate will be responsible for setting up and optimizing our clients' CRM and project management environments, creating efficient workflows, and implementing no-code and low-code automation solutions.
Key Responsibilities:
- Set up and configure CRM systems and project management tools to meet our clients' business requirements
- Develop and implement no-code automation using platforms like Zapier and Make.com
- Create low-code automation solutions to streamline business processes for our clients
- Analyze existing workflows and propose improvements to increase efficiency and productivity
- Collaborate with our clients to understand their needs and develop tailored solutions
- Create detailed statements of work and document feature requirements
- Provide training and support to clients on CRM and automation tools
- Monitor and maintain implemented solutions to ensure optimal performance
Requirements:
- Conversational English proficiency
- Strong understanding of API integrations
- Familiarity with popular CRM and project management tools, such as Hubspot, Monday.com, Airtable, and Google Spreadsheets
- Knowledge of business intelligence tools (preferred)
- Experience as a product manager or software developer (a plus)
- Strong analytical and problem-solving abilities
- Ability to create clear and concise statements of work and feature documentation
- Ability to work independently and collaboratively in a remote setting
- Availability to work with clients in US time zones
- Flexible, part-time schedule with the potential for full-time employment
- Opportunities for professional growth and development
- Dynamic remote work environment
If you are a driven individual with a passion for automation and CRM, and you meet the above requirements, we encourage you to apply for this exciting opportunity. Please submit your resume and few words about yourself.