Customer Relations Manager Systems & Automation Specialist- Remote

About the Role
We’re looking for a CRM Systems & Automation Specialist to lead the full audit, cleanup, and optimization of our CRM environment.
The ideal candidate will ensure our CRM operates as a clean, integrated, and reliable system that supports seamless workflows between Omniview, QuickBooks, and Outlook.
You’ll be responsible for establishing data accuracy, integration consistency, and automation readiness — with clear documentation and handover for long-term management. Key Responsibilities

• Conduct a complete CRM data audit to identify duplicates, missing fields, and inconsistencies
• Design and implement cleanup rules, field normalization, and data validation processes
• Verify and enhance CRM integrations with Omniview, QuickBooks, and Outlook
• Create and maintain clear documentation of CRM structure, field logic, and data flows
• Use GPT-powered tools (e.g., ChatGPT, Notion AI) for process documentation and reporting
• Deliver monthly CRM health reports and continuous improvement recommendations
• Collaborate with the Account Manager to ensure CRM alignment with operational goals
• Provide feedback and insights to enhance automation reliability and data accuracy

Required Skills & Tools

• CRM Systems: Omniview (or equivalent platforms such as HubSpot, Pipedrive, Zoho CRM)
• Automation Tools: Relay (preferred), Make (Integromat), Zapier, Power Automate, or n8n
• Business Tools: QuickBooks Online, Microsoft Outlook (contacts, email, calendar integration)
• Data Management: Strong command of Excel/CSV cleaning, field mapping, and normalization
• APIs & Webhooks: Ability to configure and troubleshoot integrations between systems
• Documentation: Experience using GPT-powered tools for process creation and updates
• Bonus: Background in CRM data modeling, sales pipeline management, or workflow optimization

Ideal Candidate Profile

• Experienced in CRM setup, data management, and process automation
• Detail-oriented and passionate about data integrity and system consistency
• Capable of translating business needs into clean, functional CRM configurations
• Excellent communicator and documentation writer
• Comfortable working autonomously and delivering within tight project timelines

What We Offer

• Competitive salary and performance bonuses.
• Flexible work hours and remote-first culture.

Job Types: Full-time, Contract

Pay: From $87,000.00 per year

Work Location: Remote