CRM and Workflow Developer
Posted 1 day 20 hours ago by Searchability
About the Role:
We're looking for a hands-on, driven individual with a passion for optimizing sales systems and automating workflows. This role is ideal for someone who thrives in fast-paced environments, enjoys building practical tools, and isn't afraid to get into the weeds. You'll play a key part in enhancing our CRM infrastructure, streamlining sales operations, and reducing friction for our brokers and lead generation teams.
Key Responsibilities:
Redesign or enhance our current CRM system to better support broker workflows and lead generation efforts.
Build and refine sales pipelines, lead stages, tasks, and reminders for operational efficiency.
Develop performance dashboards and implement automation tools to minimize manual work.
Utilize Excel and Google Sheets to build live reporting tools, deal trackers, and commission models.
Assist in scaling our backend systems as the team and business grow.
What We're Looking For:
Skills andamp; Experience:
Familiarity with CRM platforms such as Zoho, GoHighLevel, HubSpot, or Pipedrive.
Experience building or customizing software workflows (junior-level experience welcome).
Proficient in Excel/Google Sheets, including formulas, dashboards, and basic automation.
A solid understanding of B2B sales operations or sales team workflows.
Preferred Traits:
Strong problem-solving and logical thinking skills.
A doer mentality - you like to build and iterate quickly.
Eagerness to grow within a scaling, fast-paced company.
Comfortable with autonomy and tackling complex systems hands-on.