Project Growth is hiring a
CRM and Process Automation Specialist

Summary

The job is for a CRM and Process Automation Specialist within an innovative staffing agency, reporting to the Head of Operations. The role involves optimizing workflows, integrating tools, managing tasks, providing training, creating reports, and ensuring efficient communication, project management, and billing operations.

Requirements

• Proven experience in CRM management, with a strong focus on HubSpot and ClickUp
• Experience with ClickUp for task management and project coordination
• Strong understanding of process automation and system integration, particularly with Slack

Responsibilities

• Optimize processes across various platforms, particularly HubSpot and ClickUp, and Slack
• Integrate additional tools like Deel and Stripe, ensuring our HR and billing processes are seamless
• Ensure efficient workflows, proper task assignments, and full integration across our systems to support seamless communication, project management, and billing operations
• Analyze and optimize existing workflows within HubSpot and ClickUp to ensure maximum efficiency
• Develop and implement new processes to streamline task assignments, project management, and deal stages
• Continuously assess and refine processes to adapt to the evolving needs of the organization
• Integrate HubSpot with ClickUp, Slack, Deel, Stripe, and other relevant platforms to ensure smooth data flow and communication across systems
• Automate routine tasks and workflows to reduce manual efforts and improve team productivity
• Troubleshoot and resolve any issues related to system integrations and automation
• Set up and manage task assignments within ClickUp, ensuring that tasks are properly delegated and tracked
• Monitor task progress and provide regular updates to the team and management
• Ensure deadlines are met by optimizing task workflows and removing bottlenecks
• Provide training and support to team members on using HubSpot, ClickUp, Slack, Deel, Stripe, and other integrated platforms effectively
• Create and maintain documentation for processes and integrations
• Act as a point of contact for any queries or issues related to CRM and process automation tools
• Build and maintain reports and dashboards to track performance metrics, process efficiency, and other key data points
• Provide insights and recommendations based on data analysis to support decision-making and strategic planning

Preferred Qualifications

• Experience in a staffing agency or recruiting environment
• Certification in HubSpot or ClickUp
• Familiarity with other automation tools and platforms

Benefits

Remote work, 9AM-5PM EST