CRM Systems & Automation Manager
New
T
TripleTenEdTech
PortugalFull-TimeManager
Salary not disclosed
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Job Details
- Languages
- English
- Experience
- 3+ years
- Required Skills
- Business AnalysisRESTful APIsHubSpotCRM
Requirements
- 3+ years working with CRM platforms such as HubSpot, Salesforce, Zoho, or Pipedrive.
- Proven track record of owning business processes from discovery and requirements gathering through implementation, optimisation, and ongoing support.
- Proficiency in building automations and workflows using Make, Zapier, n8n, Workato, or similar tools.
- Solid understanding of software integrations, APIs, and translating business needs into technical requirements alongside engineering teams.
- Familiarity with administering telephony and other business systems.
- Ability to partner effectively with Customer Success, Support, Sales, and Operations teams to improve processes and tooling.
- Track record of evaluating software vendors, negotiating contracts, and managing vendor relationships.
- Knowledge of software budget management and cost optimisation.
- Strong documentation, communication, and presentation abilities.
- Comfortable leveraging AI tools such as ChatGPT, Claude, and Cursor to increase productivity and streamline workflows.
- Excellent written and spoken English.
Responsibilities
- Own and continuously improve our CRM ecosystem, primarily HubSpot and Planhat.
- Design, build, and maintain automations using Make or similar workflow automation platforms.
- Connect and manage integrations across CRM, telephony, and other business-critical systems.
- Administer and optimise the software stack used by Product and Operations teams.
- Identify opportunities to streamline workflows, eliminate manual tasks, and improve operational efficiency.
- Research, evaluate, and implement new software solutions that align with business needs and scale with growth.
- Monitor system performance, enhance reliability, and drive software cost optimisation.
- Partner with Engineering to define technical requirements, prioritise improvements, and deliver new capabilities.
- Manage relationships with software vendors, including procurement, negotiations, and ongoing collaboration.
- Produce clear documentation, process maps, and internal knowledge resources.
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