Senior Process Optimization & CRM Systems Specialist - SL 00095

Job Title: Senior Process Optimization & CRM Systems Specialist
Location: Remote (EST Time Zone)
Salary Range: Up to 3200 USD

Work Schedule: Monday - Friday, 9:00 AM to 6:00 PM (EST)

NOTE: INDEPENDENT CONTRACTOR POSITION

Company Overview:
Sagan is an exclusive membership community for top executives, founders, and CEOs seeking to hire and maximize the impact of international talent. We bridge the gap between global talent and US-based businesses, connecting candidates from vibrant regions like Latin America, the Philippines, India, Pakistan, Bangladesh, and Africa with leading American companies. Discover a world of career possibilities with Sagan.

About the Company:
Our client is a forward-thinking organization dedicated to optimizing operational workflows and ensuring seamless system integration for businesses across various industries.

Position Overview:
The Senior Process Optimization & CRM Systems Specialist will be responsible for designing, optimizing, and automating CRM and project management workflows for diverse clients. This role requires in-depth expertise in setting up systems like Monday.com, Hubspot, ClickUp, Pipedrive, and Salesforce, with a focus on process optimization across various organizations. The ideal candidate will have a strategic mindset and strong problem-solving abilities, backed by hands-on experience in system integration and process management.

Key Responsibilities:

• Collaborate with clients to assess operational needs and business goals.
• Evaluate, design, and optimize existing CRM and project management systems for clients.
• Implement efficient workflows and automation within tools like Monday.com, Hubspot, and Salesforce.
• Integrate various platforms to ensure seamless data flow and enhance system performance.
• Develop custom systems and processes for clients without existing solutions.
• Provide comprehensive training and ongoing support to clients for system adoption.
• Continuously monitor, test, and refine systems and workflows based on client feedback and emerging needs.
• Stay updated on the latest features, tools, and best practices in CRM and project management systems.

Qualifications:

• Proven experience with CRM and project management tools (e.g., Monday.com, Hubspot).
• Strong operational mindset with expertise in system design, optimization, and process automation.
• Extensive hands-on experience in platform integration, workflow design, and process improvement.
• Excellent communication skills and a client-focused approach.
• Ability to manage multiple projects simultaneously while meeting deadlines.

Nice-to-Haves:

• Experience with third-party integration tools like Zapier or Make.com.
• Relevant certifications in CRM or project management platforms (e.g., Monday.com Specialist, Hubspot Certified).

Please note: To ensure prompt processing of your application, we kindly request that you submit your resume and an introductory video in English format.