CRM & Automation Specialist Needed (Setup, Integrations & Reporting)

PLEASE READ THIS JOB POST CAREFULLY BEFORE APPLYING.

We are looking for an experienced CRM & Automation Specialist to help us set up and optimise a CRM system for a growing service-based business.

This role is NOT for general VAs or people “learning” CRMs. We need someone who understands sales pipelines, automations, reporting, and integrations.

???? NON-NEGOTIABLE REQUIREMENTS

MUST have real-world experience setting up CRMs from scratch

MUST understand sales pipelines, deal stages, and lead tracking

MUST have experience with automations, triggers, and workflows

MUST have experience integrating CRMs with websites and job management software

MUST be responsive and reliable

MUST be able to work at a fast pace and follow instructions

If you do not meet the above, please do not apply.

Key Responsibilities

Set up a CRM structure (pipelines, stages, folders, tags, custom fields)

Integrate website enquiry forms into the CRM

Integrate CRM with our job management software

Build automations and triggers, such as:

New lead ? pipeline stage

Status changes ? tasks, notifications, or follow-ups

Job won/lost ? reporting updates

Create clear customer and sales reports, including:

Lead source tracking

Conversion rates

Sales pipeline visibility

Performance reporting

What We’re Looking For

Someone who thinks in systems and workflows

Someone who understands how sales actually work, not just software

Someone who can recommend best practices, not just follow instructions

Someone comfortable documenting processes and setups

Tools & Experience (Highly Regarded)

Experience with CRMs such as Pipedrive, HubSpot, Zoho, or similar

Experience with Zapier, Make, or native CRM automations

Experience integrating with job management platforms (ServiceM8, Jobber, simPRO, etc.)

Understanding of service-based businesses is a big plus

Work Details

Remote role

Long-term work available for the right person

Direct communication with the business owner

Fast decision-making and clear expectations

Salary

Competitive salary based on experience

Reliable, on-time payments

Increased workload and pay for strong performance