CRM Systems & Automation Manager

TripleTen; Lisboa; On-site; EUR 65,000 - 90,000; Full time

Benefits offered by this job

Fully remote collaboration

Competitive compensation

Job summary

TripleTen is an EdTech company designing tech career learning programs for the US and Latin American markets. We are seeking a CRM Systems & Automation Manager to own our customer-facing systems and automate onboarding and success processes.

You will work with Product, Operations, Engineering and vendors to build scalable workflows and optimize software costs. You’ll design automations, manage integrations, monitor performance, and drive improvements with a strong emphasis on documentation and

Qualifications

• 3+ years with CRM platforms (HubSpot, Salesforce, Zoho or Pipedrive).
• Experience owning business processes from discovery to implementation and optimisation.
• Proficient in building automations with Make, Zapier, n8n, Workato or similar tools.
• Understanding of software integrations and translating needs with engineering teams.
• Ability to collaborate with Customer Success, Support, Sales, and Ops.
• Experience negotiating with vendors and managing software budgets.
• Strong documentation, communication, and presentation skills.
• Familiarity with AI tools to boost productivity.

Responsibilities

• Own and improve our CRM ecosystem (HubSpot and Planhat).
• Design and maintain automations using Make or similar platforms.
• Connect and manage integrations across CRM, telephony, and other systems.
• Administer and optimise the software stack used by Product and Operations.
• Identify opportunities to streamline workflows and reduce manual tasks.
• Research and implement new software that scales with growth.
• Monitor performance, reliability, and cost optimisation.
• Collaborate with Engineering to define requirements and deliver capabilities.
• Manage vendor relationships including procurement and negotiations.
• Produce documentation, process maps and internal knowledge resources.
• Present enhancements and improvements to stakeholders.

Skills

CRM ownership

Cross-functional collaboration

Documentation

English proficiency

Tools

HubSpot

Salesforce

Zoho

Pipedrive

Make

Zapier

n8n

Workato

APIs

Job description

TripleTen is an EdTech company that designs and runs tech career learning programs for the US and Latin American markets. We've been doing it for over five years, teaching complete beginners — people with no prior tech background — through cohort-based programs built on our own platform and curriculum, developed in partnership with Nebius AI. Our team is fully remote and globally distributed, and we serve a large, active student base across both regions.

CRM Systems & Automation Manager

We're looking for a role to own our customer-facing systems and automate operational processes across Student Onboarding and Student Success. This is a cross-functional role combining business analysis, process design, system administration, and technical implementation. You'll work closely with Product, Operations, Engineering, and external vendors to build scalable workflows, reduce manual work, optimize software costs, and ensure our systems run reliably.

What you will do

• Own and continuously improve our CRM ecosystem, primarily HubSpot and Planhat.
• Design, build, and maintain automations using Make or similar workflow automation platforms.
• Connect and manage integrations across CRM, telephony, and other business-critical systems.
• Administer and optimise the software stack used by Product and Operations teams.
• Identify opportunities to streamline workflows, eliminate manual tasks, and improve operational efficiency.
• Research, evaluate, and implement new software solutions that align with business needs and scale with growth.
• Monitor system performance, enhance reliability, and drive software cost optimisation.
• Partner with Engineering to define technical requirements, prioritise improvements, and deliver new capabilities.
• Manage relationships with software vendors, including procurement, negotiations, and ongoing collaboration.
• Produce clear documentation, process maps, and internal knowledge resources.
• Present system enhancements, automation initiatives, and process improvements to cross-functional stakeholders.

Requirements

• 3+ years working with CRM platforms such as HubSpot, Salesforce, Zoho, or Pipedrive.
• Proven track record of owning business processes from discovery and requirements gathering through implementation, optimisation, and ongoing support.
• Proficiency in building automations and workflows using Make, Zapier, n8n, Workato, or similar tools.
• Solid understanding of software integrations, APIs, and translating business needs into technical requirements alongside engineering teams.
• Familiarity with administering telephony and other business systems.
• Ability to partner effectively with Customer Success, Support, Sales, and Operations teams to improve processes and tooling.
• Track record of evaluating software vendors, negotiating contracts, and managing vendor relationships.
• Knowledge of software budget management and cost optimisation.
• Strong documentation, communication, and presentation abilities.
• Comfortable leveraging AI tools such as ChatGPT, Claude, and Cursor to increase productivity and streamline workflows.
• Excellent written and spoken English.

Nice to Have

• Familiarity with Planhat.
• Background in leading CRM or business systems migrations.
• Exposure to SaaS or EdTech environments.

What we can offer you

• High autonomy to explore, test, and improve processes.
• Competitive compensation.
• Fully remote collaboration.
• Work alongside an experienced, global professional team.
• A digital office — we use modern tools (Notion, Miro, Slack, Figma) to keep collaboration smooth.
• Professional trust and autonomy — no micromanaging.