Voted #1 EHR by PC Mag, WRS Health delivers a fully integrated cloud based EMR and practice management solutions to its clients. We bring solutions to physicians by providing constant enhancement of our products and services including EHR, practice management, marketing, patient coordination and billing.
Job Purpose and RoleWe are seeking an innovative Customer Relationship Management (CRM) Engineer who is passionate about building intelligent systems that transform marketing, sales, and customer engagement. This role is ideal for someone who thrives at the intersection of CRM architecture, AI, automation, and data science. You will lead the design and implementation of AI-powered workflows, autonomous agents, and scalable customer engagement processes that improve lead generation, qualification, nurturing, and sales execution.
If you're excited about agentifying marketing and sales operations using AI, large language models, and advanced automation, we'd love to hear from you.
Key Responsibilities:- Design, build, and optimize AI-driven marketing and sales workflows within HubSpot CRM.
- Develop autonomous AI agents and chains of agents to automate customer engagement, lead qualification, follow-up, and internal sales operations.
- Architect CRM automation that improves efficiency across the entire customer lifecycle.
- Analyze customer and marketing data to uncover insights that improve campaign performance and sales conversion.
- Collaborate with Marketing, Sales, Product, and Executive teams to implement data-driven growth strategies.
- Design and maintain CRM data models, integrations, and reporting dashboards.
- Build predictive models and AI solutions that improve lead scoring, segmentation, and customer retention.
- Evaluate and implement emerging AI technologies that enhance CRM capabilities.
- Ensure CRM data integrity, governance, and best practices.
- Monitor automation performance and continuously optimize AI workflows.
- Bachelor's degree or higher in:
- Engineering
- Computer Science
- Data Science
- Artificial Intelligence
- Formal training or certifications in Artificial Intelligence and Data Science.
- Expert-level experience with HubSpot CRM
- Strong background in CRM architecture and workflow automation
- Experience building AI agents and multi-agent systems
- Knowledge of LLMs, prompt engineering, and AI orchestration frameworks
- Strong data science and analytics experience
- Experience creating automated marketing and sales processes
- Strong understanding of customer lifecycle management
- Experience with marketing attribution, campaign analytics, and lead management
- Excellent SQL and data analysis skills
- Strong analytical, troubleshooting, and problem-solving abilities
- Ability to translate business requirements into scalable technical solutions
- Experience with Python or JavaScript
- Experience integrating APIs and third-party SaaS platforms
- Familiarity with HubSpot Operations Hub
- Experience with vector databases, Retrieval-Augmented Generation (RAG), and AI orchestration platforms
- Knowledge of sales enablement technologies
- Experience implementing AI-powered CRM solutions in healthcare or SaaS organizations
- Understanding of customer journey mapping and revenue operations (RevOps)
- Systems Thinking
- Data-Driven Decision Making
- AI Innovation
- Process Automation
- Customer-Centric Design
- Collaboration
- Strategic Problem Solving
- Continuous Learning
- Strong Communication Skills
Within the first 12 months, this role will:
- Deploy AI-powered agents that automate key marketing and sales workflows.
- Increase sales team productivity through intelligent CRM automation.
- Improve lead conversion rates through AI-driven nurturing and scoring.
- Enhance reporting and forecasting with advanced analytics.
- Reduce manual CRM administration through intelligent process automation.
- Build scalable AI infrastructure that supports future growth initiatives.
- Job Type: Full-time - Independent Contractor
- Location: Remote
- Hours: Must be available during standard US business hours (9:00 AM – 5:00 PM EST or 8:30 AM – 4:30 PM EST)
This job description outlines the general responsibilities of the role and is not exhaustive. Additional duties may be assigned as needed to support business operations.
Skills Required
- Bachelor's degree in Engineering, Computer Science, Data Science, or Artificial Intelligence
- Formal training or certifications in Artificial Intelligence and Data Science
- Expert-level experience with HubSpot CRM
- Strong background in CRM architecture and workflow automation
- Experience building AI agents and multi-agent systems
- Knowledge of LLMs, prompt engineering, and AI orchestration frameworks
- Strong data science and analytics experience
- Experience creating automated marketing and sales processes
- Understanding of customer lifecycle management, marketing attribution, campaign analytics, and lead management
- Excellent SQL and data analysis skills
- Ability to translate business requirements into scalable technical solutions
- Experience with Python or JavaScript
- Experience integrating APIs and third-party SaaS platforms
- Familiarity with HubSpot Operations Hub
- Experience with vector databases, Retrieval-Augmented Generation (RAG), and AI orchestration platforms
- Experience implementing AI-powered CRM solutions in healthcare or SaaS organizations
- Knowledge of sales enablement technologies and RevOps/customer journey mapping
What We Do
More than just a cloud-based EHR & Practice Management software. At WRS Health, our commitment to helping physicians find balance in their roles, as healer, business owner, and human being, informs everything we do. That’s why we’ve developed systems and processes that simplify and automate the operational tasks of running a practice, resulting in business growth, so you can focus your time and energy on patient care. Our tools are designed to electronically manage both clinical and billing information with ease and efficiency. Each module within the EHR interconnects to ensure practice success and optimization, starting at the very first patient interaction. We also offer services, such as Virtual Front Desk Assistant, MIPS Management, and Revenue Cycle Management, that support practices in the automation and the redistribution of tasks to qualified personnel. With some EHRs, hands-on support ends when implementation is complete. That is not the case at WRS Health. We continually provide solutions that identify and address the root causes of systemic errors. Your dedicated account manager makes certain that there is constant alignment between your practice and WRS Health throughout our partnership. View the full list of features and services available at wrshealth.com. ****** Voted #1 by PCMag, WRS Health is a FHIR API certified Electronic Medical Record (EHR) and Practice Management System (PM). The EHR and PM V7.0 is Surescripts® certified for E-Prescribing.
