CRM Automation Specialist (Project Based)

Teamficient; United States; A distancia; USD 85.000 - 120.000; Jornada completa

Descripción de la vacante

TeamFicient is seeking a CRM Automation Specialist to configure and automate our CRM/ATS environments—Salesforce, GoHighLevel, and Zoho Recruit. This solo, fixed-scope engagement lets you own execution end-to-end with minimal IT touchpoints.

You will design auditable AI-assisted workflows, build reusable templates, and deliver reporting and dashboards that reduce manual work while preserving human oversight.

Remote, project-based engagement with global collaboration and scope defined by RFQ.

Formación

• Hands-on Zoho (Recruit and CRM) configuration experience.
• Experience designing auditable AI-assisted workflows with human review.
• API integration experience across CRM/ATS platforms.

Responsabilidades

• Configure CRM/ATS objects, fields, pipelines, layouts, and automation.
• Automate communications and scheduling within CRM/ATS ecosystems.
• Build reports and dashboards for pipeline and recruitment activity.

Conocimientos

Zoho CRM configuration

Salesforce familiarity

GoHighLevel familiarity

API integration

AI-assisted workflows

Herramientas

Zoho Recruit

Salesforce

GoHighLevel

Descripción del empleo

CRM Automation Specialist (Project Based)

Covers: CRM Customization & Setup + Zoho Recruit

Company: TeamFicient

Location: Remote

Employment Type: Contract - Project-Based, Fixed-Scope

Rate: Proposed by candidate via RFQ (rate, timeline, and estimated hours)

Work Schedule

• Self-directed, solo execution of the full project scope
• IT agent touchpoints and management check-ins only as needed to review progress
• Timeline and hours are proposed by the candidate in their RFQ

Why Join Us?

• Work Without Borders: Collaborate daily with experts from worldwide and gain international exposure.
• Built for Remote: Join a fully remote culture designed for autonomy, flexibility, and trust.
• Diverse Perspectives: Be part of a multicultural team where different backgrounds are our greatest strength.
• Grow Globally: Expand your career on a global stage, learning how business works across different cultures and continents.

About the Role

TeamFicient is looking for a CRM Automation Specialist to configure, customize, and automate our CRM/ATS environments - Salesforce, GoHighLevel, and Zoho (including Zoho Recruit specifically) - building reusable workflows, AI-assisted features, and reporting that reduce manual work while keeping humans in control of key decisions. This is a solo, fixed-scope engagement: you own execution end to end, with IT touchpoints and management check-ins only as needed. You'll submit your own RFQ (proposed approach, timeline, hours, and cost) as part of the process.

Core Responsibilities

CRM & ATS Configuration

• Assess CRM/ATS requirements and recommend platform/configuration approach
• Configure objects, fields, pipelines, layouts, forms, permissions, and automation
• Standardize the recruitment stage model in Zoho Recruit and align it across active job openings

Automation & Reporting

• Automate communications (email alerts/templates, bulk email, interview scheduling, talent-pool nurturing)
• Build reports, dashboards, and custom views for pipeline/recruitment or CRM activity

AI & Documentation

• Evaluate and implement AI-assisted features (matching, scoring, resume parsing, or CRM AI workflows) with human-review controls
• Develop reusable configurations/templates and admin/SOP documentation

Candidate Qualifications

Must-Haves

• Hands-on configuration experience with Zoho (Recruit and/or CRM), and ideally Salesforce or GoHighLevel too
• API integration experience
• Experience designing auditable, human-reviewed AI-assisted workflows (not fully automated decisioning)

Good to Haves

• Prior recruiting/ATS-specific implementation experience
• Experience building multi-tenant/reusable CRM templates for future client use