CRM Implementation & Automation Specialist

RecruitMyMom; United States; Remote; USD 34,000 - 69,000; Full time

Job summary

RecruitMyMom is seeking a remote CRM administrator contractor to manage Make and Zapier migrations from Zapier to Make, configure Pipedrive environments, and build multi-step automations. The role focuses on executing briefs, researching required tech specs, and delivering client-specific CRM projects with independence while senior leadership provides oversight.

You'll work about 20 hours per week, collaborate with integration tools like WATI and PandaDoc, and perform QA, troubleshooting, and

Qualifications

• 2+ years configuring Pipedrive (or similar CRMs) at an admin level.
• Hands-on experience building, testing, and troubleshooting multi-step workflows in Make and Zapier.
• Ability to independently follow documented standards and execute tasks from a written brief.
• Experience configuring third-party integrations including WATI (WhatsApp platforms), PandaDoc (document generation), form builders, and webhooks.
• Proven ability to independently debug broken integration flows, API webhooks, field mapping errors, and data synchronisation issues.

Responsibilities

• Zapier to Make Migration: Manage daily migration of workflows from Zapier to Make to complete projects.
• CRM Building & Configuration: Configure Pipedrive environments including pipelines, fields, permissions, and native integrations.
• Automation Scenario Building: Build, test, and maintain complex, multi-step automations and webhooks using Make and Zapier.
• Third‑Party Tool Integrations: Set up and test tools like WATI and PandaDoc and related add-ons.
• Quality Assurance & Troubleshooting: Perform pre/post go-live QA and debug integration flows, webhooks, and data sync issues.
• First‑Line Support & Oversight: Act as primary client contact for support tickets and coordinate escalation.
• Post‑Implementation Check‑ins: Conduct 7/14/21 day post-go-live check-ins to ensure adoption and resolve issues.
• Team Continuity: Ensure automation deliverables remain on track during team leaves.

Skills

CRM administration

Automation workflows

Technical debugging

Problem solving

Tools

Zapier

Make

Pipedrive

WATI

PandaDoc

Webhooks

Job description

This is a remote position. Averaging 20 hours per week, this remote contract position supports hands-on CRM administration, third-party system integrations, and multi-step workflow automations. Operating behind the scenes in an independent capacity, the role assists with execution while internal oversight and direct client communications are retained by senior leadership. The position focuses on two primary areas: executing an internal Zapier to Make migration project and delivering client-specific CRM project requests. Working from structured briefs and clear technical specifications, the role conducts research, configures system environments, builds integrations, and maintains operational consistency according to documented standards.

Key Responsibilities

• Zapier to Make Migration: Take over and execute the daily hands‑on migration of existing workflows from Zapier to Make to achieve project completion.
• CRM Building & Configuration: Translate scoping specifications and technical requirements into fully configured Pipedrive environments, including pipelines, fields, permissions, and native integrations.
• Automation Scenario Building: Build, test, and maintain complex, multi‑step automation scenarios and webhooks using Make and Zapier.
• Third‑Party Tool Integrations: Set up, configure, and test ecosystem tools and client add‑ons, including WATI (WhatsApp platform), PandaDoc (document generation), form automation tools, and webhooks.
• Quality Assurance & Troubleshooting: Conduct pre‑ and post‑go‑live quality assurance testing on CRM setups; debug broken integration flows, API webhooks, workflow failures, and data sync errors independently.
• First‑Line Support & Oversight: Serve as the primary contact for incoming client support tickets, delegating tickets to internal team members and providing process oversight.
• Post‑Implementation Check‑ins: Execute scheduled 7‑day, 14‑day, and 21‑day post‑go‑live check‑ins with clients to track system adoption and resolve technical issues.
• Team Continuity: Maintain critical automation deliverables and implementation continuity during team leave periods.

Requirements

• 2+ years of experience configuring Pipedrive (or similar CRMs) at an administrative level.
• Proven hands‑on experience building, testing, and troubleshooting multi‑step workflows in both Make and Zapier.
• Demonstrated ability to independently follow documented standards and execute technical tasks from a written brief.
• Technical experience configuring third‑party integrations, including WATI (or WhatsApp platforms), PandaDoc (or document generation tools), form builders, and webhooks.
• Proven ability to independently debug broken integration flows, API webhooks, field mapping errors, and data synchronisation issues.