CRM Automation Expert
BeGig
Job Overview
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Job Description
About BeGig
BeGig is a tech freelancing platform that connects skilled technology professionals with companies and founders seeking specialized expertise on a flexible, project-based basis.
Your Opportunity as a CRM Automation Expert
As a CRM Automation Expert on BeGig, you’ll work on freelance projects focused on designing, implementing, and optimizing automated workflows within CRM systems. You’ll help businesses streamline sales, marketing, and customer operations by reducing manual work and improving data accuracy—without the constraints of a traditional full-time role.
What You’ll Do
- Design and implement CRM automation workflows for sales, marketing, and customer success
- Automate lead capture, routing, scoring, and follow-ups
- Build lifecycle automations, notifications, and task triggers
- Integrate CRM platforms with external tools and SaaS systems
- Create dashboards and reports to track automation effectiveness
- Ensure data accuracy, consistency, and CRM best practices
- Optimize and maintain existing CRM automations
- Support CRM user onboarding and documentation
- Deliver production-ready automation solutions aligned with business goals
What We’re Looking For
- Strong hands-on experience with CRM automation and workflows
- Expertise in CRM platforms such as HubSpot, Salesforce, Zoho, or similar
- Experience with automation tools (Zapier, Make, n8n, native CRM automation)
- Understanding of sales funnels, marketing automation, and customer lifecycle
- Experience integrating APIs and webhooks
- Strong analytical and problem-solving skills
- Ability to translate business requirements into scalable automations
- A self-driven freelancer who can independently own and deliver automation work
Why BeGig
- Flexible freelance opportunities aligned with your expertise
- Work with multiple clients and real-world CRM automation challenges
- Get matched with relevant, high-quality CRM automation engagements through the BeGig platform
- Be part of a trusted network of CRM and automation professionals
Key skills/competency
- CRM Automation
- Workflow Design
- Salesforce
- HubSpot
- Zoho
- Zapier
- API Integration
- Data Accuracy
- Business Requirements
- Project Delivery
How to Get Hired at BeGig
- Understand BeGig's freelance model: Study how BeGig connects experts with project-based work, emphasizing flexibility and specialized skills.
- Showcase diverse CRM expertise: Customize your resume to highlight hands-on experience with HubSpot, Salesforce, Zoho, and specific automation tools like Zapier or Make.
- Detail project impact: Provide a portfolio or project examples demonstrating successful CRM automation implementations and their business outcomes.
- Prepare for technical discussions: Be ready to discuss workflow design, API integrations, data accuracy, and problem-solving strategies for complex CRM challenges.
- Emphasize independent delivery: During interviews, articulate your ability to independently own and deliver high-quality automation solutions for various clients.
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