CRM Automation & Systems Specialist (KB)

Position: CRM Automation & Systems Specialist

Location: Remote | Full-Time

Key Responsibilities

• Build and maintain automated reporting and KPI dashboards connected to ServiceTitan.
• Create workflows and automations using Zapier, Make, or similar tools.
• Integrate CRM, phone systems, email platforms, and business software.
• Automate lead intake, follow-up, task creation, and customer communication.
• Set up Gmail and Google Calendar automations to improve efficiency.
• Ensure missed calls and new leads trigger immediate follow-up workflows.
• Support future marketing, SEO, and lead generation automation initiatives.

Qualifications

• Experience with ServiceTitan or similar CRM platforms.
• Strong knowledge of Zapier, Make, or other automation tools.
• Experience building workflows, integrations, and business process automations.
• Strong analytical, problem-solving, and organizational skills.
• Ability to work independently and take ownership of projects.

Preferred Experience

• Home services industry experience (Plumbing, HVAC, Electrical, etc.).
• Familiarity with Google Workspace automation.
• Experience with reporting, dashboards, and marketing automation.

What Success Looks Like

• Automated reporting replacing manual data entry.
• Faster lead response and follow-up processes.
• Efficient workflows that save time and reduce errors.
• Scalable systems that support company growth.

Ideal Candidate

A proactive systems thinker who enjoys solving problems, building automations, and improving business operations through technology and process optimization.