CRM Implementation – Automation Specialist

Posted 1 day ago

This is a fully remote position, open to applicants in South Africa.

πŸ“‹ Description

β€’ Carry out the daily, hands-on migration of current workflows from Zapier to Make.

β€’ Convert scoping specifications and technical requirements into fully configured Pipedrive environments, which include pipelines, fields, permissions, and native integrations.

β€’ Create, test, and sustain intricate, multi-step automation scenarios and webhooks using Make and Zapier.

β€’ Establish, configure, and test third-party ecosystem tools and client add-ons, such as WATI, PandaDoc, form automation tools, and webhooks.

β€’ Perform pre- and post-go-live quality assurance testing on CRM setups.

β€’ Diagnose broken integration flows, API webhooks, workflow failures, and data synchronization errors independently.

β€’ Act as the main point of contact for incoming client support tickets, delegate tickets to internal team members, and provide oversight on processes.

β€’ Conduct scheduled 7-day, 14-day, and 21-day post-go-live check-ins with clients.

β€’ Ensure the maintenance of critical automation deliverables and implementation continuity during team leave periods.


⛳️ Requirements

β€’ Over 2 years of experience configuring Pipedrive or similar CRMs at an administrative level.

β€’ Practical experience in building, testing, and troubleshooting multi-step workflows in both Make and Zapier.

β€’ Capability to independently adhere to documented standards and perform technical tasks based on written briefs.

β€’ Technical expertise in configuring third-party integrations, including WATI or WhatsApp platforms, PandaDoc or document generation tools, form builders, and webhooks.

β€’ Proficiency in independently diagnosing broken integration flows, API webhooks, field mapping errors, and data synchronization issues.


🏝️ Benefits

β€’ Position is remote.

β€’ Independent contract averaging 20 hours per week.

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