Consultor CRM Automatización

Workana Limited

Job Overview

Location

Remote

Job Type

Full-time

Full Job Description

📋 Description

• Join Workana Premium as we partner with a dynamic client in the business services industry, embarking on a transformative journey to revolutionize their internal operations. This is a unique opportunity to be at the forefront of innovation, leveraging cutting-edge technologies like automation, CRM optimization, and practical artificial intelligence applications to drive significant business impact.
• As a Consultor CRM | Automatización, you will play a pivotal role in shaping and executing strategies that enhance customer relationship management, streamline business processes, and unlock new levels of efficiency and effectiveness. Your expertise will be instrumental in guiding the client through a period of significant technological advancement and operational refinement.
• The core objective of this role is to deeply understand the client's current operational landscape, identify key areas for improvement, and design and implement robust CRM and automation solutions. You will be responsible for analyzing existing workflows, mapping customer journeys, and recommending best practices for CRM utilization and data management.
• You will lead the design and implementation of automation strategies across various business functions, including sales, marketing, customer service, and operations. This involves identifying repetitive tasks, evaluating automation tools and platforms, and developing scalable solutions that reduce manual effort, minimize errors, and accelerate business cycles.
• A significant part of your responsibility will involve optimizing the client's Customer Relationship Management (CRM) system. This includes assessing the current CRM setup, identifying gaps, and implementing enhancements to improve data accuracy, user adoption, and overall system performance. You will ensure the CRM effectively supports sales pipelines, marketing campaigns, and customer support initiatives.
• You will be a key advisor to the client on the practical application of Artificial Intelligence (AI) within their business context. This means exploring how AI can augment CRM capabilities, personalize customer interactions, predict customer behavior, and provide actionable insights for strategic decision-making. The focus will be on tangible, implementable AI solutions that deliver measurable ROI.
• Your responsibilities will extend to managing the end-to-end implementation of CRM and automation projects. This includes defining project scope, developing project plans, coordinating with stakeholders, managing timelines, and ensuring successful deployment and integration of new systems and processes.
• You will be expected to conduct thorough analysis of business requirements, translating them into technical specifications for CRM configurations, automation workflows, and AI integrations. This requires a strong understanding of both business needs and technological capabilities.
• A crucial aspect of the role is change management. You will work closely with client teams to ensure smooth adoption of new technologies and processes. This involves providing training, developing support materials, and fostering a culture that embraces automation and data-driven decision-making.
• You will continuously monitor the performance of implemented solutions, gathering feedback, and making iterative improvements. This data-driven approach ensures that the solutions remain effective and aligned with evolving business objectives.
• Collaboration will be key. You will work closely with client IT departments, sales teams, marketing professionals, and customer service representatives to ensure alignment and successful project outcomes. Your ability to communicate complex technical concepts to non-technical audiences will be vital.
• This role demands a proactive and strategic mindset, with the ability to anticipate challenges and develop innovative solutions. You will be expected to stay abreast of the latest trends and advancements in CRM, marketing automation, and AI, bringing this knowledge to bear on client challenges.
• Ultimately, your success will be measured by the tangible improvements you bring to the client's operational efficiency, customer engagement, and overall business performance. You will be a catalyst for digital transformation, empowering the client to achieve their strategic goals through intelligent automation and optimized customer relationships.

🎯 Requirements

• Proven experience in CRM implementation, administration, and optimization, with a strong understanding of leading CRM platforms (e.g., Salesforce, HubSpot, Zoho).
• Demonstrated expertise in designing and implementing marketing and sales automation strategies and workflows using relevant tools.
• Solid understanding of business process analysis, workflow mapping, and identifying opportunities for automation.
• Familiarity with AI concepts and their practical application in business, particularly in CRM and customer engagement contexts.
• Excellent analytical, problem-solving, and project management skills.

🏖️ Benefits

• Opportunity to work with a forward-thinking client in the business services sector.
• Be part of a significant digital transformation initiative.
• Remote work flexibility.
• Exposure to cutting-edge automation and AI technologies.
• Potential for long-term engagement and impact.

Skills & Technologies

Remote

Ready to Apply?

Apply Externally

You will be redirected to an external site to apply.

Workana Limited

Visit Website

About Workana Limited

Workana is a leading freelance platform connecting businesses with skilled professionals across Latin America. It facilitates remote work by offering a marketplace for a wide range of services, including design, programming, marketing, translation, and administrative support. Companies can post projects, and freelancers can bid on them, fostering a dynamic and efficient hiring process. Workana emphasizes security, payment protection, and dispute resolution to ensure a trustworthy environment for both clients and freelancers. The platform aims to empower individuals and businesses by democratizing access to talent and opportunities within the digital economy.

View Company Profile