CRM Architect & Workflow Automation Specialist

Responsibilities

• Architect CRM systems by designing unified board structures and scalable data hierarchies. Build foundational automations that enable client teams to manage day-to-day contact and lead entry independently.
• Design and deploy automated sales sequences and workflow triggers. Configure initial setups that enable client teams to track their metrics and outreach success autonomously.
• Configure project management environments, including portfolio dashboards, Gantt views, and resource planners. Establish governance frameworks that help clients manage workload visibility and change requests.
• Create data management protocols and standardized entry requirements. Equip client teams with tools and standard operating procedures (SOPs) to maintain high data quality independently.
• Provide strategic consulting on platform scaling and process optimization. Advise clients on workflow challenges while fostering long-term self-sufficiency.
• Lead training sessions and develop documentation. Facilitate knowledge transfer so client teams can maintain their workflows and onboard future staff without ongoing reliance on support.

Key Competencies and Qualifications

• Technical proficiency: Strong background in SaaS platforms and workflow automation. Deep familiarity with Monday.com (boards, automations, dashboards, integrations) and low-code/no-code tools such as Zapier and Make.com is essential.
• Development and integration: Technical understanding of API integrations and data synchronization. Experience with web technologies such as Node.js, JavaScript, or Python is preferred to support custom automation and complex data workflows.
• Data management and analysis: Proficiency in data hygiene, database concepts (SQL/NoSQL), and advanced use of Excel or Google Sheets for data manipulation. Ability to build dashboards that provide actionable insights.
• Education: Bachelor’s degree in Engineering, Computer Science, or a related technical field. Professional certifications in Monday.com administration, cloud platforms (such as Azure or Google Cloud), or AI automation are highly valued.
• Consultative mindset: Ability to map business processes, gather stakeholder requirements, and translate them into efficient, scalable platform structures.
• Global collaboration: Ability to thrive in a fast-paced, remote, cross-cultural environment. Experience collaborating with US-based clients and managing time-zone differences is valuable.
• Communication: Strong verbal and written English skills. Comfortable leading platform orientation sessions, training non-technical users, and documenting SOPs.
• Agile approach: Comfortable with ambiguity and operational challenges, with an interest in continuous improvement and iteration.