Offer summary

Qualifications:

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 communication skills for conveying complex tech concepts simply..

Key responsabilities:

Set up and configure CRM platforms to meet business requirements.

Build and optimize automations using tools like Zapier and Make.

Create and document SOPs for systems and tools, and map workflows into automated processes.

Train clients and team members on system usage and troubleshoot tech issues.

Job description

Why Assistantly:

(Offer for any LATAM candidate)
Join the vibrant unicorn community at Assistantly, where we connect talented professionals like you with rewarding opportunities that align with your unique skills and aspirations. Partner with us to unlock your potential for meaningful career advancement and personal development. Enjoy the flexibility of remote work, competitive compensation, and a supportive environment designed for your success.

Unicorn Role Overview:
We are actively building our talent pool of Systems Specialists to match with upcoming client opportunities. This is an evergreen position, meaning we are constantly screening tech-savvy professionals who love creating efficient systems, building automations, and integrating platforms to optimize business workflows. If you’re passionate about using technology to streamline operations and build scalable solutions, this role is for you!

What You’ll Do:

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

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

Tools You’ll Use:

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

Time Commitment & Schedule: