Systems Specialist

Summary

Join Assistantly's vibrant community and become a Systems Specialist, matching your skills with client opportunities. This evergreen role focuses on building efficient systems, automations, and integrations to optimize workflows. You will configure CRM platforms, build automations, create SOPs, map workflows, troubleshoot issues, train clients, integrate tools, and audit systems. Enjoy remote work, competitive pay, paid time off, and opportunities for professional development. Part-time or full-time positions are available, with schedules based on client needs (typically U.S. business hours). Bonuses are offered for performance, tenure, and health & wellness.

Requirements

• 2+ years of experience in systems setup, tech automation, or CRM administration
• Deep understanding of workflow design and business process optimization
• Strong troubleshooting skills and attention to detail
• Excellent ability to communicate complex tech concepts in a simple way
• Proven ability to manage multiple tools and integrations simultaneously
• Self-starter who thrives on solving problems and building from the ground up

Responsibilities

• Set up and configure CRM platforms to meet business requirements
• Build and optimize automations using tools like Zapier, Make (Integromat), or native integrations
• Create and document SOPs for systems and tools
• Map workflows and translate them into automated processes
• Troubleshoot tech issues and implement scalable solutions
• Train clients and team members on how to use and maintain systems
• Integrate tools across departments (e.g., marketing, sales, customer success) for seamless operations
• Audit and clean up existing systems for improved performance

Preferred Qualifications

• Experience with HubSpot, Salesforce, GoHighLevel, Zoho, or similar CRMs
• Experience with Zapier, Make (Integromat), Workato, or native app automations
• Experience with ClickUp, Notion, Google Workspace or similar Project Management & Documentation tools
• Experience with Slack, Zoom, Loom or similar Communication tools
• Experience with Airtable, Typeform, Jotform, Google Forms or similar Form & Data Tools

Benefits

• Competitive pay above market rates
• Permanent work-from-home opportunities
• Paid Holidays and PTO
• Part-time or Full-time positions tailored to your availability
• Performance, Tenure, and Health & Wellness bonuses
• Opportunities for professional development within the Assistantly community