CRM & Automation Specialist

Clearprise is seeking a skilled CRM and automation specialist for an exciting international client project focused on CRM management, workflow automation, and system implementation. The role involves translating business processes into efficient systems, enhancing data flow between tools, and maintaining dependable workflows. Candidates should be able to analyze existing setups, identify gaps, implement improvements, and clearly communicate their work. The specific CRM platform and project details will be shared during the selection process. This is a full-time remote position based in Pakistan, requiring alignment with US working hours (Monday to Friday, eight hours per day). Immediate availability is preferred, and compensation will be commensurate with experience and capability.

Key Responsibilities
- Configure and maintain CRM systems, including pipelines, fields, and workflows.
- Translate business requirements into effective CRM and automation solutions.
- Develop workflows for lead routing, follow-ups, notifications, task assignments, and reporting.
- Integrate CRM platforms with other business applications.
- Troubleshoot workflow failures, integration challenges, and data inconsistencies.
- Support data imports, cleanup, deduplication, and migration activities as needed.
- Test system changes prior to deployment and monitor workflows post-launch.
- Document configurations, integrations, and standard operating procedures.
- Communicate progress, obstacles, and technical decisions clearly to stakeholders.
- Adhere to client delivery processes and maintain strict confidentiality.

Required Qualifications
- Hands-on experience configuring and managing at least one CRM platform.
- Practical expertise in building and troubleshooting business automations.
- Ability to understand business processes and translate them into system requirements.
- Experience connecting applications through native integrations, automation platforms, APIs, or webhooks.
- Knowledge of data mapping, validation, and accurate record management.
- Capability to clearly explain personal contributions to previous implementations.
- Proficient English communication skills, both written and verbal.
- Strong ownership, organizational skills, and problem-solving ability.
- Ability to work independently within an established delivery process.
- Reliable internet connection and appropriate remote work equipment.

Candidates should clearly specify the CRM and automation tools they have personally used, as the company is open to various platforms.

Preferred Qualifications and Benefits
- Experience working with international clients.
- Background supporting agencies or consulting firms.
- End-to-end CRM implementation or migration experience.
- Expertise in workflow monitoring, error handling, and recovery processes.
- Skills in dashboard and reporting configuration.
- Experience in client onboarding, requirements gathering, and user training.
- Ability to deliver work under a client’s brand identity.

The ideal candidate is someone who can take a business requirement, ask insightful questions, recommend practical solutions, and deliver thoroughly tested results. They maintain organized systems, conduct detailed investigations into issues, document their work comprehensively, and communicate effectively with both technical and non-technical stakeholders.