CRM Automation Specialist (Project Based)
About this role
This is a remote position.
CRM Automation Specialist (Project Based)
Covers: CRM Customization & Setup + Zoho Recruit
Company:TeamFicient
Location:Remote
Employment Type:Contract — Project-Based, Fixed-Scope
Rate:Proposed by candidate via RFQ (rate, timeline, and estimated hours)
Work Schedule:
Self-directed, solo execution of the full project scope
IT agent touchpoints and management check-ins only as needed to review progress
Timeline and hours are proposed by the candidate in their RFQ
Why Join Us?
At TeamFicient, our team spans multiple countries and regions, and we stay connected by operating within EST, CST, and PST time zones.
Work Without Borders: Collaborate daily with experts from worldwide and gain international exposure.
Built for Remote: Join a fully remote culture designed for autonomy, flexibility, and trust.
Diverse Perspectives: Be part of a multicultural team where different backgrounds are our greatest strength.
Grow Globally: Expand your career on a global stage, learning how business works across different cultures and continents.
About the Role
TeamFicient is looking for a CRM Automation Specialist to configure, customize, and automate our CRM/ATS environments — Salesforce, GoHighLevel, and Zoho (including Zoho Recruit specifically) — building reusable workflows, AI-assisted features, and reporting that reduce manual work while keeping humans in control of key decisions. This is a solo, fixed-scope engagement: you own execution end to end, with IT touchpoints and management check-ins only as needed. You'll submit your own RFQ (proposed approach, timeline, hours, and cost) as part of the process.
Core Responsibilities
CRM & ATS Configuration
Assess CRM/ATS requirements and recommend platform/configuration approach
Configure objects, fields, pipelines, layouts, forms, permissions, and automation
Standardize the recruitment stage model in Zoho Recruit and align it across active job openings
Automation & Reporting
Automate communications (email alerts/templates, bulk email, interview scheduling, talent-pool nurturing)
Build reports, dashboards, and custom views for pipeline/recruitment or CRM activity
AI & Documentation
Evaluate and implement AI-assisted features (matching, scoring, resume parsing, or CRM AI workflows) with human-review controls
Develop reusable configurations/templates and admin/SOP documentation
Candidate Qualifications
Must-Haves
Hands-on configuration experience with Zoho (Recruit and/or CRM), and ideally Salesforce or GoHighLevel too
API integration experience
Experience designing auditable, human-reviewed AI-assisted workflows (not fully automated decisioning)
Good to Haves
Prior recruiting/ATS-specific implementation experience
Experience building multi-tenant/reusable CRM templates for future client use
Application Requirements
To apply for this project, please be prepared to submit:
A portfolio of relevant, comparable work
An RFQ (Request for Quotation) covering:
What you propose to do
How you would do it
What's included (and what's excluded)
Estimated timeline and hours
Total cost, plus any additional/recurring costs
What you'll need from TeamFicient to execute
Risks, limitations, and assumptions
Willingness to sign an NDA and Project Agreement before receiving full project details and credentials
Willingness to undergo a background check
Work Location: Remote
Originally posted on Himalayas
