Operations & Data Systems Specialist / Business Systems Coordinator

Leavitt Group; Boca Raton (FL); On-site; USD 50,000 - 80,000; Full time

Job summary

Leavitt Group in Boca Raton, FL is seeking an Operations & Data Systems Specialist / Business Systems Coordinator to optimize CRM workflows, build dashboards, and automate tasks using AI, spreadsheets, and APIs.

As a highly organized problem-solver, you will manage data, create SOPs, and deliver reporting that supports sales and operations with actionable insights.

Qualifications

• Experience with CRM systems, workflows, automations, reporting, and data management.
• Strong Google Workspace and Excel skills.
• Daily user of AI tools such as ChatGPT, Claude, Gemini, or Copilot.
• Highly organized, detail-oriented, and self-motivated.
• Strong analytical and problem-solving abilities.
• Excellent communication skills.

Responsibilities

• Manage and maintain CRM databases.
• Build reports, dashboards, and KPI tracking.
• Clean and validate large datasets.
• Create advanced Google Sheets and Excel tools.
• Develop AI-powered workflows and automations.
• Automate repetitive office tasks.
• Integrate software platforms using APIs, Zapier, or Make.
• Support sales and operations with reporting and insights.
• Document processes and create SOPs.
• Identify and implement system improvements.

Skills

CRM systems

Google Workspace

Excel

AI tools (daily usage)

Analytical thinking

Communication skills

Tools

APIs

Zapier

Make (Integromat)

SQL reporting

Job description

Operations & Data Systems Specialist / Business Systems Coordinator

Location: Boca Raton, FL (In-Office)
Salary: $50,000-$80,000/year + Benefits

We're looking for a tech-savvy problem solver who enjoys finding inefficient processes and replacing them with smarter, automated solutions using AI, CRM systems, databases, and modern business software.

Responsibilities

• Manage and maintain CRM databases

• Build reports, dashboards, and KPI tracking

• Clean and validate large datasets

• Create advanced Google Sheets and Excel tools

• Develop AI-powered workflows and automations

• Automate repetitive office tasks

• Integrate software platforms using APIs, Zapier, or Make

• Support sales and operations with reporting and insights

• Document processes and create SOPs

• Identify and implement system improvements

Requirements

• Experience with CRM systems, workflows, automations, reporting, and data management

• Strong Google Workspace and Excel skills

• Daily user of AI tools such as ChatGPT, Claude, Gemini, or Copilot

• Highly organized, detail-oriented, and self-motivated

• Strong analytical and problem-solving abilities

• Excellent communication skills

Preferred Experience

• AI-powered dashboards

• CRM automations

• Google Sheets that eliminate manual work

• ChatGPT workflows

• Zapier/Make automations

• SQL reporting

• KPI dashboards

• Internal tools that improve efficiency