Automation and CRM Consultant

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)

- Excellent written communication skills

- 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

Benefits:

- 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.