Automation/CRM Specialist

About our Company:

At Open Look Business Solutions Inc. - 032 Outsourcing, we believe that great teams build great businesses. Guided by our core values - Positivity, Integrity, Tenacity, Dependability, and Belief we are committed to helping our clients grow while creating rewarding careers for our people.

Role Overview:

This is a systems and automation role, not a marketing, recruiting, or administrative position.

As our GTM Systems Engineer, you will design and build the infrastructure that connects our CRM, outreach tools, and engagement data—turning signals into clear, actionable next steps for our team. Your work will directly impact who we contact, when we contact them, and how consistently we follow up.

Mission: Build a system where no opportunity is missed and no follow-up is forgotten.

What Success Looks Like (First 90 Days)

· All contacts and activity are centralized and structured within JobAdder

· Automated systems are in place to capture and route new leads

· Engagement signals across platforms are tracked and connected

· A daily who to contact and why action list is actively used by leadership

· Manual processes and missed follow-ups are significantly reduced

Core Responsibilities

1. Automation & System Architecture

· Build and manage workflows using Zapier (or similar tools)

· Design scalable systems connecting CRM, outreach, and engagement platforms

· Ensure clean, reliable, and efficient data flow across systems

2. CRM Ownership (System of Record)

· Own and optimize JobAdder as the central CRM

· Standardize data structure, including tags, statuses, and activity tracking

· Ensure all relevant activity is accurately captured within the CRM

3. Tool Integration & Data Flow

Integrate and maintain data across:

· Reply.io (email activity)

· Dripify (LinkedIn activity)

· Mailchimp (newsletter engagement)

· CoRecruit (call insights)

· LinkedIn Sales Navigator (job changes, company signals)

Goal: Create one unified system of contacts, activity, and engagement signals

4. Signal Aggregation & Intent Tracking

· Capture engagement signals from web, email, LinkedIn, and video platforms

· Translate signals into actionable insights such as alerts, tasks, and follow-ups

· Ensure no warm lead or engagement opportunity is missed

5. Trigger-Based Tasking & Workflow Automation

· Build automated workflows that assign tasks and trigger follow-ups

· Route leads to appropriate workflows based on behavior and signals

· Create systems that guide daily execution for leadership and VAs

6. Daily Action Engine (Top Priority)

· Develop a daily system that answers: Who should we contact today—and why?

· Generate prioritized contact lists based on engagement signals

· Recommend next actions for outreach and follow-up

7. VA Enablement & System Design

· Build scalable workflows that virtual assistants can execute

· Create SOPs, checklists, and quality control processes

· Design systems that are usable, repeatable, and efficient

Required Qualifications (Must-Have)

· Strong experience with automation tools (e.g., Zapier)

· Proven ability to integrate multiple systems (CRM, outreach tools, data sources)

· CRM architecture mindset (data structure, workflows, data hygiene)

· Experience in sales, recruiting, or pipeline-driven environments

· Ability to translate activity and data into clear next actions

· Strong written and verbal English communication skills

Preferred Qualifications (Nice-to-Have)

· Experience with APIs, webhooks, or custom integrations

· Familiarity with LinkedIn automation and email sequencing tools

· Experience building dashboards or reporting systems

What This Role Is Not

· Not a marketing role

· Not a recruiting role

· Not responsible for writing outreach messaging

· Not a task-based or administrative VA position

Who You Are

· You think in systems, not tasks

· You proactively identify inefficiencies and fix them

· You build workflows that are practical, usable, and impactful

· You focus on outcomes, not just automation

Why This Role Matters

This role is critical to building a data-driven, action-oriented GTM engine. Your work will directly influence pipeline efficiency, team productivity, and revenue outcomes by ensuring the right actions happen at the right time—every time.

If you've built systems that drive real-world action—not just automation for automation's sake—we'd love to hear from you.