CRM & Automation Specialist

Overview Dynime is seeking a detail-oriented and innovative CRM & Automation Specialist to design, implement, and optimize customer relationship management (CRM) systems and business automation workflows across the organization. This role is responsible for improving operational efficiency, enhancing customer experiences, streamlining internal processes, and enabling scalable growth through automation. You will work closely with sales, marketing, customer success, operations, and leadership teams to build intelligent workflows, automate repetitive tasks, improve lead management, and maintain accurate customer data. This is an ideal opportunity for someone passionate about automation, AI, integrations, and building efficient business systems. Employment Type & Location This is a full-time, remote-first position with global flexibility. Team members can work remotely from anywhere or collaborate from a Dynime office when needed. Department Operations & Revenue Operations (RevOps) Reports To Operations & Project Manager / CEO Vacancy 1 Position Experience 2–5+ Years in CRM Administration, Revenue Operations, Marketing Automation, Workflow Automation, or Business Systems. Salary Range Compensation is based on experience, technical expertise, interview performance, and location. Annual salary reviews and performance-based incentives are available. About the Role As the CRM & Automation Specialist, you'll be responsible for creating scalable systems that improve how Dynime manages leads, customers, projects, and internal operations. You'll configure CRM platforms, automate sales and marketing processes, integrate business applications, and build workflows that reduce manual work while improving accuracy and efficiency. You'll also collaborate with technical teams to connect APIs, AI tools, and third-party platforms, helping Dynime deliver a seamless customer journey from lead generation to long-term client success. Key Responsibilities CRM Management Configure, customize, and maintain CRM platforms to support business operations. Design and optimize lead pipelines, sales stages, and customer lifecycle workflows. Maintain clean, accurate, and organized customer data. Develop dashboards and reports for leadership and department managers. Ensure CRM best practices and data governance. Workflow Automation Build automated workflows for sales, marketing, customer success, finance, and operations. Eliminate repetitive manual tasks through intelligent automation. Design approval workflows, notifications, reminders, and task automation. Optimize internal processes to improve productivity and operational efficiency. Continuously evaluate and improve existing automation systems. System Integrations Connect CRM platforms with websites, forms, payment systems, customer support platforms, and third-party applications. Build API-based integrations between business tools. Manage webhook implementations and data synchronization. Troubleshoot integration issues and ensure system reliability. Work closely with developers on advanced automation requirements. Marketing & Sales Automation Automate lead capture, nurturing, scoring, and qualification. Build email automation sequences and customer engagement workflows. Support campaign tracking and attribution. Improve lead routing and sales handoff processes. Optimize customer onboarding and follow-up automation. AI & Business Automation Implement AI-powered workflows to improve efficiency. Explore and integrate modern AI tools into daily operations. Build AI-assisted internal processes where appropriate. Recommend automation opportunities that improve customer experience and business performance. Reporting & Optimization Monitor workflow performance and system health. Analyze CRM usage and adoption. Create reports and dashboards for business insights. Recommend continuous improvements based on performance data. Document systems, workflows, and automation processes. Required Qualifications Bachelor's degree in Information Systems, Computer Science, Business Administration, Marketing, or a related field (or equivalent practical experience). 2–5+ years of experience with CRM platforms and business automation. Strong understanding of CRM administration and customer lifecycle management. Experience designing workflow automation. Knowledge of APIs, webhooks, and system integrations. Strong analytical and problem-solving skills. Excellent English communication skills. Ability to manage multiple automation projects simultaneously. Preferred Qualifications Experience with HubSpot, Zoho CRM, Salesforce, or similar enterprise CRM platforms. Experience with Make (Integromat), Zapier, n8n, Pipedream, or similar automation platforms. Knowledge of REST APIs and JSON. Experience integrating payment gateways, forms, websites, and SaaS platforms. Familiarity with AI tools such as ChatGPT, Claude, Gemini, or Microsoft Copilot. Experience with customer onboarding automation and revenue operations. Basic SQL or database knowledge is a plus. Core Competencies CRM Administration Workflow Automation Revenue Operations (RevOps) Business Process Automation API Integration Marketing Automation Sales Automation Customer Journey Optimization Data Management Reporting & Analytics AI Workflow Design Problem Solving Process Improvement Technical Documentation Cross-functional Collaboration Tools You'll Use HubSpot CRM Zoho CRM Salesforce Make (Integromat) Zapier n8n Pipedream Google Workspace ClickUp Slack Notion Google Analytics 4 (GA4) Meta Business Suite REST APIs Webhooks AI-powered productivity tools What Success Looks Like Within your first 6 months, you'll be expected to: Optimize Dynime's CRM architecture and workflows. Reduce manual operational tasks through automation. Improve lead response time and sales pipeline efficiency. Build scalable automation for customer onboarding and follow-up. Increase CRM adoption across departments. Improve reporting accuracy and business visibility. Recommend and implement AI-powered operational improvements. Benefits & Perks Competitive annual salary Performance-based bonuses Annual salary review Remote-first work environment Hybrid collaboration opportunities Flexible working hours Paid annual leave Festival bonuses (where applicable) Professional learning and certification support Access to modern automation and AI tools International project exposure Career advancement opportunities Collaborative and innovation-driven culture Career Growth This role offers excellent opportunities to grow into senior automation and operations leadership positions, including: Senior CRM & Automation Specialist Revenue Operations (RevOps) Manager Automation & Systems Lead Head of Business Operations Director of Revenue Operations Application Requirements Please submit: Updated Resume/CV LinkedIn Profile (Preferred) Portfolio or examples of CRM implementations and automation workflows (if available) Expected Annual Salary (USD) Notice Period Cover Letter (Optional) Screening Questions Which CRM platforms have you worked with? Which automation platforms have you used (e.g., Make, Zapier, n8n)? Have you built API or webhook integrations? Please describe an example. What is the most impactful automation you've implemented? How do you ensure CRM data quality and user adoption? Which AI tools have you integrated into business workflows? What is your expected annual salary (USD)? When can you join? Are you comfortable working remotely while collaborating with global teams and occasionally from a Dynime office when required? Why Join Dynime? At Dynime, we're building modern technology solutions that help businesses operate smarter through software, AI, automation, consulting, and digital transformation. We believe efficient systems are the foundation of scalable growth. As our CRM & Automation Specialist, you'll have the opportunity to shape how the company operates by implementing intelligent automation. Originally posted on Himalayas