Job Summary:
We are seeking a highly skilled Automation Specialist to design, implement, and manage business process automation across sales, marketing, and CRM systems. The ideal candidate will be proficient in Zapier and similar automation tools, ensuring seamless workflow integration across platforms. This role requires expertise in CRM automation, API integrations, data synchronization, and process optimization to improve efficiency and reduce manual workload.
Key Responsibilities:
Business Process Automation
- Design, build, and maintain automated workflows to optimize business operations.
- Automate repetitive tasks and data transfers using Zapier, Make (Integromat), Workato, Tray.io, Automate.io, and Microsoft Power Automate.
- Identify and eliminate inefficiencies in sales and marketing processes through automation.
- Develop end-to-end automation solutions integrating multiple platforms without code (no-code/low-code solutions).
CRM & Sales Automation
- Integrate and automate CRM platforms such as HubSpot, Salesforce, Pipedrive, Zoho CRM, Freshsales, and ActiveCampaign.
- Set up lead scoring, automated lead assignments, and CRM data synchronization.
- Develop automated follow-ups, email sequences, and customer engagement workflows.
- Connect CRMs with marketing automation platforms for seamless customer journey tracking.
Marketing Automation
- Automate marketing campaigns using HubSpot, Mailchimp, Marketo, ActiveCampaign, Klaviyo, and Iterable.
- Implement marketing funnel automation, including lead nurturing, retargeting, and personalized customer interactions.
- Set up and optimize email automation sequences and customer segmentation.
- Sync marketing analytics tools with sales and CRM platforms.
Integration & API Management
- Connect business tools and applications using Zapier, Make (Integromat), Workato, Tray.io, and n8n.io.
- Manage API integrations between various tools, including Google Workspace, Slack, Asana, Trello, Notion, Airtable, and QuickBooks.
- Troubleshoot integration issues and ensure data integrity across platforms.
- Develop custom scripts or webhook-based automations when required.
Reporting & Data Synchronization
- Automate data extraction, transformation, and reporting using Google Sheets, Airtable, Power BI, Looker, and Google Data Studio.
- Set up real-time dashboards to monitor sales and marketing performance.
- Ensure data consistency between different platforms by automating data synchronization.
Training & Documentation
- Provide training to teams on workflow automation best practices.
- Document automation processes, workflows, and standard operating procedures (SOPs).
- Stay updated with new tools and technologies in the automation space.