- CRMs: Deep experience with CRM systems (especially Pipedrive); skilled in integration, customization, automation, and reporting.- Fireflies: Experience with fireflies including but not limited to CRM integrations, set up, etc- Automation: Strong proficiency with Zapier, Make, and webhooks; confident with cross-tool automation logic.- Platforms: Comfortable with Google Workspace, Python/Node, WordPress/Webflow, HTML/CSS basics.- Documentation: Clear, structured technical documentation of workflows and integrations.- A systems builder mindset—driven to create order and efficiency through smart tooling.- Meticulous attention to detail, with a self-managed approach to task ownership and delivery.- Strategic problem-solving skills—able to see both system-level gaps and ground-level inefficiencies.- Excellent communicator—able to translate tech solutions into simple terms for stakeholders.Primary Task-CRM Optimization: Administer and enhance CRM systems (Pipedrive and others), manage pipelines, build automations, enforce data cleanliness, and resolve sync or flow issues.- Process Automation: Create and maintain cross-platform automations using Zapier, Make, or custom- APIs/webhooks—connecting CRMs, spreadsheets, messaging platforms, and internal tools.- System Integration: Set up and troubleshoot webhook/API-based connections; document logic and maintain technical clarity across workflows.- Web Operations: Manage and edit websites (WordPress/Webflow), embed forms and scheduling tools, apply HTML/CSS updates, and follow SEO fundamentals.- Ops Improvement: Spot friction points, propose system-driven solutions, and implement continuous enhancements across internal and client-facing processes.Powered by JazzHR
