Efficiency and Automation Specialist

Qualifications

- CRMs: Deep experience with CRM systems (especially Pipedrive); skilled in integration, customization, automation, and reporting. 

- Fireflies: Experience with fireflies including but not limited to CRM integrations, set up, etc

- Automation: Strong proficiency with Zapier, Make, and webhooks; confident with cross-tool automation logic.

- Platforms: Comfortable with Google Workspace, Python/Node, WordPress/Webflow, HTML/CSS basics.

- Documentation: Clear, structured technical documentation of workflows and integrations.

- A systems builder mindset—driven to create order and efficiency through smart tooling.

- Meticulous attention to detail, with a self-managed approach to task ownership and delivery.

- Strategic problem-solving skills—able to see both system-level gaps and ground-level inefficiencies.

- Excellent communicator—able to translate tech solutions into simple terms for stakeholders.

Primary Task

-CRM Optimization: Administer and enhance CRM systems (Pipedrive and others), manage pipelines, build automations, enforce data cleanliness, and resolve sync or flow issues.

- Process Automation: Create and maintain cross-platform automations using Zapier, Make, or custom 

- APIs/webhooks—connecting CRMs, spreadsheets, messaging platforms, and internal tools.

- System Integration: Set up and troubleshoot webhook/API-based connections; document logic and maintain technical clarity across workflows.

- Web Operations: Manage and edit websites (WordPress/Webflow), embed forms and scheduling tools, apply HTML/CSS updates, and follow SEO fundamentals.

- Ops Improvement: Spot friction points, propose system-driven solutions, and implement continuous enhancements across internal and client-facing processes.

Offer
 

• Work-from-home setup

• Long-term/full-time position

• Competitive pay starts at 51,000  gross

• Pay begins on day 1 of training

• HMO, Loyalty Investment Fund, Memorial Plan, and other benefits
•  Paid Leaves

• Attendance and performance-based incentives
• Quarterly In-person Team-Buildings
• Annual Company Outing
• Annual Year-End Party
• Annual Performance Review
• 13th-month pay, Government-mandated benefits:
• Career Advancement Opportunities