CRM / Automation Specialist

Only for registered members United States

12 hours ago

Default job background
$8 - $35 (USD) per hour
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 · Creat ...
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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