Marketing Agency | 100% remote position | PJ (Pessoa Jurídica) contract model.
We are looking for a CRM Automation Specialist to build, implement, and optimize CRM workflows, automations, pipelines, and funnel sequences for our clients.
This role is focused on turning client sales and follow-up processes into structured, functional CRM systems. We are looking for someone who is hands-on, detail-oriented, and experienced in building automations, managing lead flow, and supporting conversion-focused funnels across platforms such as GoHighLevel, HubSpot, ActiveCampaign, Keap, or similar tools with strong pipeline and workflow automation capabilities.
Your Responsibilities
* Build and maintain CRM workflows, automations, forms, calendars, and funnel structures
* Set up and manage pipeline stages based on each client’s sales process, including lead follow-up, appointment booking, no-show/cancel, re-engagement, nurture, won/lost, and disqualification stages
* Create and manage email and SMS sequences with the correct timing, wait steps, conditions, tags, and removal logic based on lead actions and funnel behavior
* Implement appointment workflows such as confirmations, reminders, reschedule flows, and no-show recovery
* Manage tags, custom fields, opportunity updates, internal notifications, and tasks to keep lead tracking organized and actionable
* Review and troubleshoot workflow issues, automation conflicts, contact flow errors, and delivery problems
* Monitor CRM and funnel performance, identify bottlenecks, and recommend improvements to workflow logic and follow-up structure
* Work closely with Account Managers and internal teams to align CRM builds with client goals and campaign strategy
* Document workflow logic and setup structure clearly for internal visibility and scalability
* Join client calls when needed to explain CRM setups and automation logic in a clear and simple way
The Ideal Candidate Should Have
* Hands-on experience building automations and workflows in platforms such as GoHighLevel, HubSpot, ActiveCampaign, Keap, or similar tools
* Strong understanding of CRM workflows, pipelines, automations, lead nurturing, and funnel progression
* Experience building appointment-based funnels, reminders, follow-up sequences, and re-engagement flows
* Ability to work with tags, conditions, wait steps, opportunity movement, and lifecycle-based automations
* Ability to troubleshoot workflow, integration, and automation issues
* Strong organization and attention to detail
* Advanced English
Nice to Have
* Experience with A2P 10DLC
* Experience with Zapier, Make, or n8n
* Agency experience
* Experience with landing page and form integrations