Senior Remote CRM & Automation Specialist
Prime Executive Support
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Benefits offered by this job
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
Tools
Job description
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.
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