This is a remote position.
We are looking for an AI & CRM Implementation Specialist responsible for the execution, configuration, and optimization of CRM systems and AI-powered tools.
This is a highly hands-on role focused on building, maintaining, and improving the PatientX Hub (based on Go High Level). The ideal candidate will translate business needs into workflows, automations, and functional integrations, ensuring efficient and reliable system performance.
This position is ideal for someone detail-oriented, technical, and proactive, who enjoys building, testing, troubleshooting, and continuously improving systems in a dynamic environment.
Key Responsibilities
Build, implement, and maintain workflows, automations, pipelines, and campaigns in Go High Level
Configure CRM systems for internal use and client projects
Implement AI tools and automation solutions based on defined strategies
Continuously optimize system performance and efficiency
Diagnose and resolve technical issues related to CRM, automations, and integrations
Integrate the CRM with websites, marketing tools, and third-party platforms
Ensure data accuracy, tracking, and system organization
Test workflows, automations, and integrations before deployment
Follow SOPs and contribute to process documentation
Stay up to date with CRM platforms, AI tools, and automation best practices
Support the internal team by implementing system changes and improvements
Perform ongoing system maintenance and cleanup
Requisitos
Requirements
2–4+ years of experience working with CRM or marketing automation platforms
Experience with Go High Level (preferred) or similar CRMs such as HubSpot
Experience building workflows, automations, and integrations
Familiarity with AI tools and automation solutions
Basic knowledge of APIs, webhooks, and integrations
High attention to detail and strong organizational skills
Ability to work independently and follow instructions
Strong problem-solving skills
Good communication and teamwork abilities
Nice to Have
Experience with JavaScript, Python, or scripting
Degree in Systems Engineering, Computer Science, or related fields
