Workflow Automation & CRM Integration Specialist

Whitman Advisory LLC

Roseland (NJ)

On-site

USD 75,000 - 95,000

Full time

5 days ago

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Job summary

Whitman Legal Resources in Roseland, NJ is seeking a Technology & Automation Coordinator to support and optimize our firm’s technology platforms, CRM systems, and digital workplace solutions. You will design and maintain automated workflows, integrate data across HubSpot, Microsoft 365, SharePoint, and other business apps.

The role emphasizes process improvement, data management, and reporting to boost efficiency across departments.

Qualifications

2-5 years of experience supporting CRM platforms, business systems, workflow automation tools, or related applications.
Hands-on experience building and maintaining automated workflows and integrations using Microsoft Power Automate, Zapier, APIs, webhooks, and similar technologies.
Experience troubleshooting integrations, workflow issues, and data synchronization challenges across multiple systems.
Experience administering HubSpot, Salesforce, Microsoft Dynamics, or a similar CRM platform strongly preferred.
Strong understanding of CRM administration, database management, reporting, data governance, and system integration best practices.

Responsibilities

Design, build, and maintain automated workflows and integrations using Microsoft Power Automate, Zapier, APIs, webhooks, and related technologies.
Connect and synchronize data across HubSpot, Microsoft 365, SharePoint, website platforms, and other business applications.
Identify opportunities to automate manual processes and improve operational efficiency.
Administer and maintain HubSpot and other business systems.
Manage CRM records, workflows, forms, automation, lists, reporting, and integrations.