Requirements
The role requires practical systems thinking, clear documentation and communication, and the ability to simplify complex processes. Comfort working across digital tools, forms, and reporting workflows is essential. The specialist will be responsible for setting up or improving CRM pipelines, creating practical automations, and improving lead capture flow.
Description
CRMAutomationProject BasedCRM & Automation SpecialistWe need someone who can turn manual follow-up and disconnected tools into clear business systems. This role is about practical workflow design, CRM organization, form routing, lead capture, automation logic, and simple reporting that actually helps clients operate better.Apply NowBack to CareersRole OverviewYou will help build lead and operations systems for Harrisvile clients and internal processes. This includes connecting forms, CRM stages, follow-up logic, notifications, and automation sequences in a way that is useful, maintainable, and easy to understand.What You'll DoSet up or improve CRM pipelines and deal stages.Create practical automations for inquiries, reminders, tagging, and status updates.Improve lead capture flow between websites, forms, and internal systems.Document logic clearly so systems remain usable after launch.Help identify inefficiencies and simplify repetitive operational tasks.What We ValuePractical systems thinking.Clear documentation and communication.Ability to simplify, not overcomplicate.Comfort working across digital tools, forms, and reporting workflows.Engagement DetailsModel: Project basedFocus: CRM setup, workflow automation, and business operations supportUse the career application form and include any portfolio links, screenshots, or examples of systems you have built.