CRM Automation Specialist – Project Based

This is a fully remote position, open to applicants in United States.

📋 Description

• Evaluate CRM/ATS needs and suggest an appropriate platform/configuration strategy.

• Set up objects, fields, pipelines, layouts, forms, permissions, and automation processes.

• Establish a standardized recruitment stage model in Zoho Recruit and ensure alignment across all active job postings.

• Streamline communication processes, including email notifications/templates, bulk emailing, interview scheduling, and nurturing talent pools.

• Create reports, dashboards, and custom views to track recruitment pipelines and CRM activities.

• Assess and implement AI-driven features such as matching, scoring, resume parsing, and CRM AI workflows with human oversight controls.

• Develop reusable configurations/templates along with administrative/SOP documentation.

• Independently manage the complete fixed-scope project, coordinating with IT and management as necessary.

⛳️ Requirements

• Practical configuration experience with Zoho Recruit and/or Zoho CRM.

• Ideally, experience with Salesforce or GoHighLevel.

• Proficiency in API integration.

• Experience in designing auditable, human-reviewed AI-assisted workflows rather than fully automated decision-making.

• Preferred background in recruiting/ATS-specific implementations.

• Experience in creating multi-tenant/reusable CRM templates for future client applications is preferred.

• A portfolio showcasing relevant and comparable work.

• An RFQ detailing proposed work, methodology, inclusions/exclusions, estimated timeline and hours, total cost, additional/recurring costs, required client inputs, risks, limitations, and assumptions.

• Commitment to signing an NDA and Project Agreement prior to receiving complete project details and credentials.

• Willingness to undergo a background check.

🏝️ Benefits

• A fully remote culture that promotes autonomy, flexibility, and trust.

• A flexible, self-directed work schedule.

• Opportunities for international exposure and collaboration with a diverse global team.

• Career advancement on a global platform.

• Engagement based on projects, allowing for solo execution and autonomy.