CRM & Automation Specialist

Prime Executive Support; United States; Remote; USD 83,000 - 138,000; Full time

Benefits offered by this job

100% Remote Flexibility

High-Caliber Client Exposure

Professional Systems & Tooling

Supportive Operational Culture

Job summary

Prime Executive Support, a remote contractor-friendly firm, seeks a Senior CRM & Automation Specialist to audit, clean, and deduplicate data across HubSpot, Salesforce, Zoho, and Pipedrive, and to build multi-step automation workflows with Zapier or Make. You will connect forms, calendars, and CRMs while establishing data validation standards and documenting CRM architecture guidelines.

The role emphasizes data integrity, cross-platform integrations, and precise workflow automation.

Qualifications

• 3+ years of specialized CRM administration and workflow automation experience.
• Expertise in at least two major platforms: HubSpot, Salesforce, or Zoho CRM.
• Proven track record building multi-step Zapier or Make automation workflows.
• Strong commitment to data integrity and confidential record handling.

Responsibilities

• Audit, clean, and deduplicate contact records across major platforms.
• Build automated email follow-ups, triggers, and lead routing rules.
• Connect web forms, calendars, and CRMs via Zapier/Make or native API webhooks.
• Document CRM architecture guidelines and data validation standards.

Skills

CRM Administration

Workflow Automation

Data Deduplication

HubSpot

Tools

HubSpot

Salesforce

Zoho CRM

Zapier

Make

Job description

# CRM & Automation SpecialistRemote (Worldwide) Contract / Fractional Remote## Role OverviewPrime Executive Support builds and maintains CRM systems that turn chaotic inboxes into structured revenue pipelines. We are welcoming experienced CRM & Automation Specialists into our specialized talent pool to support client platform audits, data deduplication, and workflow automations.### Key Responsibilities* Audit, clean, and deduplicate contact records across HubSpot, Salesforce, Zoho, and Pipedrive.* Build automated email follow-up sequences, task triggers, and lead routing rules.* Connect web forms, calendar bookings, and CRM systems via Zapier, Make, or native API webhooks.* Establish data validation standards and document client CRM architecture guidelines.### Required Qualifications* 3+ years of specialized CRM administration and workflow automation experience.* Demonstrated expertise in at least two major platforms: HubSpot, Salesforce, or Zoho CRM.* Proven track record building multi-step Zapier or Make automation workflows.* Relentless commitment to data integrity and confidential record handling.### Preferred Qualifications* HubSpot or Salesforce certified administrator credentials.* Basic webhook, JSON, or REST API troubleshooting capability.#### Core Skills & CompetenciesHubSpotZoho CRMSalesforceZapierMakeWorkflow AutomationData DeduplicationLead Routing### What We OfferAt Prime Executive Support, our team members are valued operational partners. We provide:* **100% Remote Flexibility:** Work from your home office with structured communication and clear priorities.* **High-Caliber Client Exposure:** Partner directly with visionary founders, senior executives, and growing enterprises.* **Professional Systems & Tooling:** Modern cloud software stacks that streamline execution and reduce friction.* **Supportive Operational Culture:** Leadership that respects your time, values clear standards, and supports your professional development.### Position SnapshotDepartmentTechnology & SystemsWork ArrangementRemoteLocationRemote (Worldwide)Employment TypeContract / FractionalExperience LevelSenior SpecialistCompensationCompetitive hourly / retainer rate based on depthApplication StatusTalent Pool### Apply for this PositionSubmit your application directly to our recruitment team.Maximum file size: 8MB. Resumes are stored in secure, private encrypted storage.Your privacy is protected. Candidate data is strictly confidential, encrypted, and evaluated only by Prime Executive Support recruiters.