Overview
The Technical Project Manager orchestrates the end-to-end delivery of AI-driven automation projects across voice, workflow, CRM, and operational systems. This role blends project management rigor with hands-on technical oversight, ensuring AI and automation initiatives drive measurable business impact. The right candidate thrives at the intersection of technology, operations, and execution—building systems that scale and last.
Responsibilities
- Project Leadership: Own project timelines, resource allocation, and stakeholder communications across AI and automation initiatives.
- Translate business requirements into actionable project roadmaps that align with operational objectives.
- Use ClickUp to manage tasks, dependencies, sprints, and cross-team coordination.
- Technology & Automation Oversight: Design and review workflow architectures (n8n or similar), ensuring optimal automation logic, efficiency, and scalability.
- Guide implementation of AI across multiple domains:
- Voice AI (conversational agents, call automation)
- CRM automations (Salesforce, HubSpot, Close.com)
- Business operations automations (invoicing, reporting, HR, scheduling, marketing workflows)
- Identify opportunities to streamline processes and integrate AI to reduce costs, improve efficiency, and enhance customer experience.
- CRM & System Integration: Oversee integrations with Salesforce, HubSpot, Close.com, and other platforms.
- Ensure data integrity, cross-platform sync, and alignment with business workflows.
- Quality Assurance: Establish testing protocols for AI agents, automation workflows, and cross-platform integrations.
- Monitor performance and continuously optimize for speed, accuracy, and reliability.
- Technical Documentation: Produce workflow diagrams, integration playbooks, and technical specifications.
- Maintain a knowledge base of automations and best practices.
- Cross-Functional Coordination: Act as the bridge between AI engineers, developers, operations, and business stakeholders.
- Ensure prompt engineers, workflow architects, and developers stay aligned with business outcomes.
Requirements
- Technical Skills:
- Workflow Automation: Advanced experience with n8n or similar platforms; knowledge of design patterns and best practices.
- CRM Platforms: Expertise in Salesforce, HubSpot, Close.com APIs, data models, and automation strategies.
- AI & Automation: Working knowledge of conversational AI (Retell, Trillet, Bland), AI-driven marketing workflows, and operational AI systems (e.g., HR, finance, reporting).
- Project Management: Expert in ClickUp for project tracking, reporting, and team collaboration.
- Technical Analysis: Ability to review code, evaluate risks, and provide architecture guidance.
- Experience Requirements:
- 3+ years managing technical projects in AI, automation, or systems integration.
- Hands-on experience with workflow automation (n8n, Zapier, Make, etc.).
- Proven track record with CRM implementations and automation builds.
- Background in voice AI projects is a plus, but broader AI/automation expertise is essential.
- Experience working in operationally complex environments, with a strong grasp of scaling processes.
KPIs / Success Metrics
- The success of this role will be measured by:
- Automation Coverage: % of business processes successfully automated across sales, marketing, and operations.
- Efficiency Gains: Reduction in manual hours per month achieved through automation.
- System Reliability: Uptime and error rates for automations, integrations, and AI agents.
- Adoption & Usability: Internal team adoption rates of new automation tools and workflows.
- Business Impact: Cost savings, revenue enablement, or measurable improvements in customer experience tied to automation initiatives.
- Project Delivery: % of projects delivered on time and within scope, tracked in ClickUp.