CRM Implementation & Automation Specialist

Posted Yesterday
Be an Early Applicant
Hiring Remotely in ZAF
Remote
Junior
Agency • HR Tech • Professional Services
The Role
Configure and administer Pipedrive CRM environments, migrate Zapier workflows to Make, build multi-step automations, and integrate third-party tools such as WATI and PandaDoc. The role includes testing, troubleshooting API webhooks, resolving data synchronization issues, supporting client tickets, conducting post-implementation check-ins, and maintaining automation continuity. Work is performed independently from written technical specifications and documented standards.
Summary Generated by Built In

This is a remote position.

Averaging 20 hours per week, this remote contract position supports hands-on CRM administration, third-party system integrations, and multi-step workflow automations. Operating behind the scenes in an independent capacity, the role assists with execution while internal oversight and direct client communications are retained by senior leadership.

The position focuses on two primary areas: executing an internal Zapier to Make migration project and delivering client-specific CRM project requests. Working from structured briefs and clear technical specifications, the role conducts research, configures system environments, builds integrations, and maintains operational consistency according to documented standards.

Key Responsibilities

·       Zapier to Make Migration: Take over and execute the daily hands-on migration of existing workflows from Zapier to Make to achieve project completion.

·       CRM Building & Configuration: Translate scoping specifications and technical requirements into fully configured Pipedrive environments, including pipelines, fields, permissions, and native integrations.

·       Automation Scenario Building: Build, test, and maintain complex, multi-step automation scenarios and webhooks using Make and Zapier.

·       Third-Party Tool Integrations: Set up, configure, and test ecosystem tools and client add-ons, including WATI (WhatsApp platform), PandaDoc (document generation), form automation tools, and webhooks.

·       Quality Assurance & Troubleshooting: Conduct pre- and post-go-live quality assurance testing on CRM setups; debug broken integration flows, API webhooks, workflow failures, and data sync errors independently.

·       First-Line Support & Oversight: Serve as the primary contact for incoming client support tickets, delegating tickets to internal team members and providing process oversight.

·       Post-Implementation Check-ins: Execute scheduled 7-day, 14-day, and 21-day post-go-live check-ins with clients to track system adoption and resolve technical issues.

·       Team Continuity: Maintain critical automation deliverables and implementation continuity during team leave periods.



Requirements

·       2+ years of experience configuring Pipedrive (or similar CRMs) at an administrative level.

·       Proven hands-on experience building, testing, and troubleshooting multi-step workflows in both Make and Zapier.

·       Demonstrated ability to independently follow documented standards and execute technical tasks from a written brief.

·       Technical experience configuring third-party integrations, including WATI (or WhatsApp platforms), PandaDoc (or document generation tools), form builders, and webhooks.

·       Proven ability to independently debug broken integration flows, API webhooks, field mapping errors, and data synchronisation issues.



Skills Required

  • 2+ years of experience configuring Pipedrive or similar CRM systems at an administrative level
  • Hands-on experience building, testing, and troubleshooting multi-step workflows in Make and Zapier
  • Ability to independently follow documented standards and execute technical tasks from written briefs
  • Experience configuring third-party integrations, including WATI or WhatsApp platforms, PandaDoc or document generation tools, form builders, and webhooks
  • Ability to independently debug integration flows, API webhooks, field mapping errors, and data synchronization issues
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company

What We Do

RecruitMyMom is a South African recruitment agency specializing in placing skilled women, particularly professional mothers, in permanent, contract, freelance, and fractional roles. They connect local and global businesses with top-tier talent and focus on the economic empowerment of women.

Similar Jobs

Morningstar Logo Morningstar

Infrastructure Engineer

Artificial Intelligence • Big Data • Enterprise Web • Fintech • Software • Financial Services
Remote or Hybrid
South Africa
11500 Employees
Remote
25 Locations
393 Employees
179K-179K Annually

DuckDuckGo Logo DuckDuckGo

Director, Data Science

Information Technology
Remote
17 Locations
393 Employees
244K-244K Annually

RetailNext Logo RetailNext

Talent Acquisition Partner

eCommerce • Analytics • Business Intelligence
In-Office or Remote
29 Locations
241 Employees

Similar Companies Hiring

Energy CX Thumbnail
Greentech • Professional Services • Business Intelligence • Consulting • Energy • Financial Services • Utilities
Chicago, IL
150 Employees
Empathy Thumbnail
Fintech • Healthtech • HR Tech • Information Technology • Financial Services • Telehealth
IL
200 Employees
Compa Thumbnail
Artificial Intelligence • HR Tech • Software • Business Intelligence
Irvine, California
75 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account