We're Hiring
Automation Specialist
Job Overview
Location
100% Remote Position
Availability
Willing to work from Monday to Friday mostly during 9-5 PM Eastern Time (US)
Languages
Full professional proficiency in English required
Education
Bachelor’s degree preferred but not required
Relevant Experience
At least 2-3 years of industry experience required in CRM system implementation, migration, and customization in a client-facing position.
Job Summary
At the cutting edge of business process automation, Automated Dreams is dedicated to transforming business operations and growth strategies. We equip organizations and their talent to navigate the accelerating rate of change through more agile and profitable operations. We apply our proprietary methodologies through strategic consulting, custom solutions, and management of ongoing continuous improvement.
We’re seeking a dynamic Automation Specialist to revolutionize business operations through intelligent automation. This role involves working closely with our clients and their teams analyzing their needs, crafting efficient technical solutions, and leading implementation processes.
The ideal candidate will bring advanced technical skills, including previous experience launching, customizing, and integrating CRM platforms like HubSpot, Salesforce, Microsoft Dynamics, or similar tools. Though not required, better yet if you also have experience working with simple API integrations, a general proficiency in web development and/or a basic understanding of common programming languages.
Strong communication skills, a proactive mindset, proven ability to problem-solve, and a commitment to quality assurance are essential.
Key Responsibilities
Assess and analyze our client’s problems and pain points
- Meet with clients to identify needs and priorities.
- Analyze technical problems and find the most efficient solutions.
- Interpret client requirements and plan and estimate implementations to resolve them.
- Evaluate alternatives contemplating available resources.
Research and problem solve
- Independently research software functionality as necessary and recommend the most appropriate tech stack for the requirement at hand.
- Identify and troubleshoot obstacles.
- Contact technical support services if needed.
- Propose solutions to detected issues.
Design and deploy solutions
- Support our technical strategists and business analysts to map out and document technical client workflows and techstacks.
- Discuss solutions, alternatives, and conclude on one course of action.
- Plan and estimate implementation times.
- Develop documentation and record videos to instruct on complex implemented processes.
- Develop and lead training sessions for users on client teams.
Effective communication
- Communicate effectively with all involved stakeholders in projects, both internal and external teams.
- Maintain correspondence with clients in relation to implementations.
- Communicate with clients to clarify and/or prioritize work, respecting their time.
- Be able to explain complex or technical items in a simplified way to the clients and non-technical internal team.
Testing, quality control & assurance
- Generate testing instructions for smooth quality control work.
- Perform quality control on implementations to make sure they meet client standards.
- Test implementations in detail and from the end user’s perspective.
- Crosscheck the work of other specialists to find potential oversights.
Job Requirements
- Availability: Willing to work full-time from Monday to Friday mostly during 9-5 PM Eastern Time (US)
- Location: 100% Remote Position
- Language: Full professional proficiency in English required
- Required Experience:
- At least 2-3 years of industry experience in a client-facing role carrying out CRM system implementation, migration, and customization (such as HubSpot, Salesforce, or Microsoft Dynamics).
- Full professional proficiency in English and experience in a client-facing implementation rol
- Preferred but not required:
- Advanced Technical Knowledge in specific platforms such as HubSpot, Ontraport, and Salesforce
- Zapier experience
- Github experience
- Web development skills:
- HTML: Intermediate/Advanced proficiency
- CSS: Basic proficiency
- JavaScript: Intermediate proficiency
- PHP: Intermediate proficiency
- Git: Basic proficiency
- jQuery: Basic proficiency
- General knowledge of API REST development concepts preferred/appreciated
- Education: Bachelor’s degree preferred but not required
Additional Skills to Consider
- Project Management: Understands project management methodologies and can work on projects from conception to completion.
- Customer Service Orientation: Has experience in managing client expectations and delivering tailored solutions that meet various business needs.
- Innovation: Keeps abreast of the latest industry trends and technologies and is motivated to implement innovative solutions.
- Time Management: Is able to self-organize their day according to the agreed priorities and deliver each task inside the corresponding due date (or flag any deviation).
Benefits & Perks
- Performance-based compensation plan in addition to base salary
- Paid time off and flexible schedule
- Company-provided equipment
- Company wellness program
- Company-sponsored continuing education program
- Home internet stipend
- Flexible, creative all-remote workplace
- Work with a diverse global team
- Opportunity to attend in-person company retreats
