CRM Automation & Lifecycle Architect

Vianttechnology; Boston (MA); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Fully paid health insurance

Paid parental leave

Unlimited PTO

Job summary

Viant Technology is seeking a CRM Administrator to own and optimize the panel management CRM ecosystem. You will design scalable workflows, automate processes, and build AI-powered solutions to improve efficiency, data quality, and the panelist experience.

Collaborate with Operations, Engineering, Product, and Support to translate needs into scalable system solutions across recruitment, onboarding, engagement, retention, and offboarding.

Qualifications

• 3–7 years of experience in CRM administration, systems management, operations technology, or a related technical operations role.
• Hands-on experience administering CRM platforms and building workflow automations.
• Experience designing scalable operational processes and lifecycle automations.
• Experience with AI tools, automation platforms, and intelligent workflow solutions, with the ability to identify opportunities to improve operational efficiency.
• Experience working with APIs, system integrations, or low-code/no-code automation platforms.

Responsibilities

• Own the administration, configuration, and ongoing optimization of the organization’s CRM platform and panel management systems.
• Design, build, and maintain scalable workflows and automations that support the full panelist lifecycle, including recruitment, onboarding, engagement, retention, support, and offboarding.
• Develop AI-powered workflows and intelligent automations to improve operational efficiency, reduce manual processes, enhance support operations, and optimize panel management.
• Partner with cross-functional stakeholders to identify operational challenges and translate business requirements into scalable system solutions.
• Monitor system performance, workflow effectiveness, and data quality, proactively identifying opportunities for improvement.
• Create and maintain dashboards, reports, documentation, and process maps to support operational visibility and decision-making.
• Manage integrations between CRM platforms, internal databases, and third-party applications using APIs and automation tools.
• Troubleshoot system issues, investigate workflow failures, and provide technical support for operational teams.
• Recommend and implement continuous process improvements that enhance scalability, operational efficiency, and the panelist experience.
• Ensure system configurations, workflows, and data management practices align with organizational policies, security standards, and compliance requirements.

Skills

CRM administration

Workflow automation

AI-powered workflows

APIs & integrations

Analytical thinking

Cross-functional collaboration

Problem-solving

Multitasking

Job description

Viant Technology is seeking a CRM Administrator to own and optimize the panel management CRM ecosystem. You will design scalable workflows, automate processes, and build AI-powered solutions to improve efficiency, data quality, and the panelist experience.

Collaborate with Operations, Engineering, Product, and Support to translate needs into scalable system solutions across recruitment, onboarding, engagement, retention, and offboarding.