Automation/CRM Specialist

Related keywords: email marketing remote jobpart time remote job no experienceremote job no experience part time

Company Overview

Open Look Business Solutions Inc. is an outsourcing company dedicated to fostering growth through great teamwork. The company emphasizes its core values: Positivity, Integrity, Tenacity, Dependability, and Belief. These values guide their approach to both client success and employee satisfaction.

Role Overview

The position available is for an Automation/CRM Specialist. This role is pivotal within the company as it focuses on building systems and automation rather than marketing, recruiting, or administrative tasks. As a GTM Systems Engineer, the employee will be responsible for designing and constructing the infrastructure that links the company’s CRM, outreach tools, and engagement data. This integration is essential as it turns signals into actionable next steps, significantly influencing contact management and follow-up processes.

Mission

The primary mission of this role is to create a system where no opportunities are overlooked and no follow-ups are neglected. This reflects the company’s commitment to maximizing outreach potential and ensuring consistent engagement with leads.

Expectations

What Success Looks Like (First 90 Days)

In the initial stage, the company expects the following outcomes:

• All contacts and activities will be centralized and organized within JobAdder.
• There will be automated systems in place for capturing and routing new leads.
• Engagement signals across digital platforms will be monitored and connected effectively.
• A routine action list indicating who to contact daily will be established and utilized by leadership.
• Manual processes along with missed follow-ups should see a notable decline.

Key Responsibilities

The role consists of several core responsibilities including:

1. Automation & System Architecture

The specialist will build and manage workflows using Zapier or comparable tools, designing scalable systems that connect the CRM with outreach and engagement platforms. Ensuring the reliability and cleanliness of data flow across these systems is crucial.

2. CRM Ownership

Owning and optimizing the JobAdder as the central CRM is necessary. This includes standardizing the data structure and making sure that all relevant activities are accurately logged within the CRM.

3. Tool Integration & Data Flow

Integrating and maintaining data across various platforms such as Reply.io, Dripify, Mailchimp, and CoRecruit is part of the role. The goal is to establish one cohesive system that aggregates contacts, activities, and engagement signals.

4. Signal Aggregation & Intent Tracking

The specialist will capture engagement signals from multiple platforms, including web, email, and LinkedIn, to translate these into actionable insights like alerts and tasks, ensuring no lead goes unattended.

5. Trigger-Based Tasking & Workflow Automation

Automated workflows will be built to assign tasks and trigger follow-ups based on user behaviors, guiding leadership and virtual assistants in their daily activities.

6. Daily Action Engine

Developing a daily system is also a priority. This system should provide clear answers regarding who to contact each day and the reasons for contact, generating prioritized lists based on engagement signals.

7. VA Enablement & System Design

The role also involves creating scalable workflows for virtual assistants to execute, including developing standard operating procedures (SOPs), checklists, and quality control processes.

Required Qualifications

The ideal candidate for this role would possess:

• Strong experience with automation tools like Zapier.
• Proven skills in integrating various systems, emphasizing CRM and outreach tools.
• A mindset focused on CRM architecture, with a understanding of data structures and hygiene.
• Experience working in sales or recruiting environments that emphasize pipeline management.
• The ability to derive clear actions from data and activity.
• Strong English communication skills, both written and verbal.

Preferred Qualifications

While not mandatory, additional skills that would benefit the candidate include:

• Familiarity with APIs, webhooks, or custom integrations.
• Knowledge of LinkedIn automation and email sequencing tools.
• Experience in developing dashboards or reporting systems.

Personal Traits

Successful candidates will think in systems rather than lists of tasks. They will proactively identify inefficiencies and work to address them, focusing on practical, impactful workflows, not merely automation for its own sake.

Importance of the Role

This Automation/CRM Specialist role is vital for developing a data-driven, action-oriented go-to-market strategy. The work will significantly boost pipeline efficiency, team productivity, and ultimately revenue outcomes by guaranteeing that the right actions are executed at the right time, uniformly. The company is looking for individuals who have previously constructed systems that lead to tangible outcomes, aligning with their philosophy of not just automating processes, but forging paths that drive real-world action.

This job offer was originally published on himalayas.app