CRM Systems & Automation Manager

Posted 28 Days Ago
Be an Early Applicant
Hiring Remotely in Portugal
Remote
Mid level
Edtech • Software
The Role
Own and improve the CRM ecosystem (HubSpot, Planhat), design and maintain automations and integrations, administer product and operations software, reduce manual work and costs, partner with Engineering and cross-functional teams, manage vendor relationships, and produce documentation and presentations for stakeholders.
Summary Generated by Built In
Description

🤓 TripleTen is an EdTech company that designs and runs tech career learning programs for the US and Latin American markets. We've been doing it for over five years, teaching complete beginners — people with no prior tech background — through cohort-based programs built on our own platform and curriculum, developed in partnership with Nebius AI. Our team is fully remote and globally distributed, and we serve a large, active student base across both regions.

We're looking for a CRM Systems & Automation Manager to own our customer-facing systems and automate operational processes across Student Onboarding and Student Success.

This is a cross-functional role combining business analysis, process design, system administration, and technical implementation. You'll work closely with Product, Operations, Engineering, and external vendors to build scalable workflows, reduce manual work, optimize software costs, and ensure our systems run reliably.

What you will do
  • 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.
  • Present system enhancements, automation initiatives, and process improvements to cross-functional stakeholders.
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.

Nice to Have

  • Familiarity with Planhat.
  • Background in leading CRM or business systems migrations.
  • Exposure to SaaS or EdTech environments.
What we can offer you
  • High autonomy to explore, test, and improve processes.
  • Competitive compensation.
  • Fully remote collaboration.
  • Work alongside an experienced, global professional team.
  • A digital office — we use modern tools (Notion, Miro, Slack, Figma) to keep collaboration smooth.
  • Professional trust and autonomy — no micromanaging.

Skills Required

  • 3+ years working with CRM platforms such as HubSpot, Salesforce, Zoho, or Pipedrive
  • Proven track record owning business processes from discovery through implementation and ongoing support
  • Proficiency building automations and workflows using Make, Zapier, n8n, Workato, or similar tools
  • Solid understanding of software integrations and APIs and ability to translate business needs into technical requirements
  • Familiarity administering telephony and other business systems
  • Ability to partner with Customer Success, Support, Sales, and Operations teams
  • Track record 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
  • Excellent written and spoken English
  • Familiarity with Planhat
  • Background in leading CRM or business systems migrations
  • Exposure to SaaS or EdTech environments
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The Company
HQ: Salt Lake City, UT
742 Employees
Year Founded: 2019

What We Do

TripleTen is the premier online coding bootcamp, renowned for its exceptional completion rate and graduate employment success. We offer comprehensive bootcamps in Software Engineering, Quality Assurance, Business Intelligence Analytics, Cyber Security, and Data Science. The cost of these bootcamps ranges from $4,900 to $9,700. Each program provides full access to an interactive online platform, engaging real-life projects, expert tutor support from experienced developers, thorough code reviews, informative online webinars, and dynamic coding sessions. Whether you require assistance with a task or simply need some motivation, our dedicated team is always available to lend a helping hand. We have empowered 5,000+ students to graduate from our program with impressive portfolios, featuring 6 to 15 projects that showcase their skills to employers. With an exceptional 87% employment rate, our Career Acceleration program gives graduates a competitive edge for success.

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