CRM / Automation Specialist
12 hours ago

Job description
Must be able to:
Build structured pipeline
Set up automated follow-ups
Connect calendars
Track show rate
Track close rate
Create reporting dashboard
Ensure no lead goes uncontacted
CRM Architecture
They must be able to:
Design pipeline stages logically
Create opportunity stages (New Lead → Contacted → Booked → Showed → Closed)
Set proper lead statuses
Maintain clean data structure
Avoid duplicate records
Automation Workflows
They must know how to:
Build multi-step follow-up sequences
Trigger automations based on status changes
Create email/SMS sequences
Stop automations when deal closes
Create reminder sequences for appointments
Calendar & Booking Integration
They must:
Connect calendars properly
Configure round-robin (if needed)
Set reminders (24h, 1h, 15m)
Route bookings to correct pipeline stage
Data & Reporting
They must be able to:
Track show rate
Track close rate
Track pipeline value
Pull weekly KPI reports
Identify bottlenecks
Lead Import & Management
They should:
Import CSVs properly
Map fields correctly
Clean lead data
Avoid breaking automations during import
Basic Troubleshooting
They must:
Diagnose why an automation didn't fire
Fix broken triggers
Handle integration errors
Understand webhook basics (bonus).
Contract duration of 3 to 6 months. with 40 hours per week.
Mandatory skills:
Customer Relationship Management, Automation, CRM Software, Lead Generation, Salesforce CRM, Marketing Automation, Email Marketing, Zapier, A/B Testing, Pipedrive
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