CRM & Automation Specialist

Employer based in · Remote

Hiring talent from: all countries

• CRM & Automation Specialist (VA1)• CRM Management & Automation• Manage and optimize the CRM • Integrate AI into CRM workflows and workflow charts • Build AI-driven processes for lead capture, intake, prequalification, and processing • Build and manage drip and lead campaigns • Connect CRMs with other CRMs and platforms • Build and optimize funnels • Integrate and maintain systems involving landing pages, Jotform, QR codes, Calendly, dialers, DocuSign, Google Drive, and Google Reviews • AI & Systems Development• Build out AI departments and systems across different company departments • Manage and tweak systems as new clients and different business sectors are added • Help develop systems that allow new employees and company recruits to seamlessly plug into existing workflows • Use AI to support and automate processes, including having AI tools work together • Additional Responsibilities• Basic social media management • Calendar management • Research • Suggest new ideas and improvements • Preferred Experience & Qualifications• Strong English communication skills (written and verbal) • Should have crm and automations experience either from a corporate setup or as a VA **IMPORTANT • Should be well versed in using GSuite, Microsoft 365 & AI Tools • Should have CRM management experience, preferably with Boldtrail or GHL • Experience in using Docusign, MLS, Zoom or any similar tools would be ideal • Having a Business Marketing and Real Estate industry experience is a huge plus • Should have experience with AI is a huge plus • Preferred Traits & Personality• Organized • Proactive • Resourceful • SelfStarter / Independent • DetailOriented **IMPORTANT • Analytical / Problem Solver • Creative / Innovative • Adaptable / Flexible • TeamOriented • Techsavvy • Collaboration Hours• Monday to Friday • 12:00 PM to 4:00 PM EST (20 hours per week) • Part-time initially and could grow into fulltime (3090 days) • Compensation Range• $4/hour and up • Communication Tools• Work Email • Slack • Telegram • Target Start Date• ASAP • Final Interview Schedule• To be coordinated by the Fulfillment & Admin Team • Zoom Recording Link• Gary Myers - Onboarding • Important Notes• Should have CRM management experience, preferably with Boldtrail or GHL • Experience in using Docusign, MLS, Zoom or any similar tools would be ideal • Having a Business Marketing and Real Estate industry experience is a huge plus • Should have experience with AI is a huge plus • Contract not yet signed, client still reviewing it. Recruitment will remain paused until the contract is complete • Send resume 4 hours prior the Final Interview Schedule notes: To be coordinated by the Fulfillment & Admin Team