Remote CRM & AI Automation Specialist

Sphere Rocket VA US

Philippines

Remote

PHP 446,000 - 893,000

Full time

6 days ago

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Benefits offered by this job

Work-from-home

Remote career opportunities

Competitive compensation

Growth opportunities

Job summary

Sphere Rocket VA US is seeking a CRM & Automation Specialist who can turn complex workflows into streamlined systems using CRM platforms, automation, and AI. This is a remote role with a work-from-home setup.

You will manage and optimize CRM systems, build cross-platform automations with tools like Jotform, Calendly, DocuSign, and AI-powered processes, and develop scalable workflows for onboarding and operations.

Qualifications

Proven CRM and automation experience in a corporate setup or as a VA.
Strong experience with CRM management, preferably BoldTrail or GoHighLevel (GHL).
Proficient in Google Workspace, Microsoft 365, and AI tools; hands-on AI experience.
Experience with DocuSign, MLS, Zoom, or similar platforms; Business, Marketing, or Real Estate experience.

Responsibilities

Manage and optimize CRM systems, funnels, workflows, drip campaigns, and AI-powered lead processes.
Build and connect systems across CRMs, landing pages, Jotform, Calendly, dialers, DocuSign, Google Drive, QR codes, and review platforms.
Develop AI-driven workflows that support lead capture, intake, prequalification, processing, and internal operations.
Improve and maintain scalable systems that help new clients and employees seamlessly integrate into existing workflows.