Crm Systems & Automation Manager

Triple Ten Inc.; Lisboa; Remote; EUR 45,000 - 65,000; Full time

Benefits offered by this job

Remoto global

Totalmente remoto

Colaboração com equipa global

Job summary

A Triple Ten Inc. procura um(a) CRM Systems & Automation Manager para possuir os nossos sistemas orientados ao cliente e automatizar processos operacionais em onboarding e sucesso do estudante.

A função envolve análise de negócio, design de processos, administração de sistemas e implementação técnica. Colaborará com Product, Operations, Engineering e fornecedores externos para criar workflows escaláveis, reduzir trabalho manual, otimizar custos de software e garantir a fiabilidade dos sistemas.

Qualifications

• Mais de 3 anos a trabalhar com plataformas CRM como HubSpot, Salesforce, Zoho ou Pipedrive.
• Experiência comprovada em possuir processos de negócio desde a descoberta até implementação, otimização e suporte contínuo.
• Proficiência em construir automações e workflows usando Make, Zapier, n8n, Workato ou ferramentas similares.
• Familiaridade com integrações de software, APIs e traduzir necessidades de negócios em requisitos técnicos com equipas de engenharia.
• Capacidade de trabalhar com equipas de Customer Success, Support, Sales e Operations para melhorar processos e ferramentas.
• Conhecimento de gestão de budget de software e otimização de custos.
• Ótimas capacidades de documentação, comunicação e apresentação.
• Conforto em usar ferramentas de IA (ChatGPT, Claude, Cursor) para aumentar a produtividade.

Responsibilities

• Own e melhore constantemente o nosso ecossistema de CRM, principalmente HubSpot e Planhat.
• Projetar, construir e manter automações usando Make ou plataformas similares.
• Conectar e gerir integrações entre CRM, telefonia e outros sistemas críticos de negócio.
• Administrar e optimizar o stack de software utilizado pelas equipas de Product e Operations.
• Identificar oportunidades para simplificar fluxos de trabalho e reduzir tarefas manuais.
• Pesquisa, avaliação e implementação de novas soluções de software alinhadas com as necessidades de negócio.
• Monitorizar desempenho do sistema, melhorar a confiabilidade e otimizar custos de software.
• Colaborar com Engenharia para definir requisitos técnicos e entregar novas capacidades.
• Gerir relações com fornecedores de software, incluindo procurement e negociações.

Skills

CRM platforms

Automation workflows

Software integrations

Cross-functional collaboration

Vendor management

English proficiency

Tools

Make / Zapier / n8n / Workato

Job description

CRM Systems & Automation Manager

Empresa : Triple Ten Inc. Tipo de Emprego : Periodo Integral Lisbon, Portugal

Descrição do Emprego - CRM Systems & Automation Manager

Tr ipleTen 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.

We're looking for a CRM Systems & Automation Manager 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.

• 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.

• 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.

• 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.

Sobre a empresa

Triple Ten Inc.

Nebius Academy (staffed by TripleTen) is an independent educational and research division of Nebius, a global AI infrastructure company. We create accessible learning programs and foster research collaborations at the intersection of AI and emerging technologies. Our team works across locations and...