Executive support for focused, growing teams
Technology & Systems Talent Pool

CRM & Automation Specialist

Remote (Worldwide) Contract / Fractional Remote

Role Overview

Prime Executive Support builds and maintains CRM systems that turn chaotic inboxes into structured revenue pipelines. We are welcoming experienced CRM & Automation Specialists into our specialized talent pool to support client platform audits, data deduplication, and workflow automations.

Key Responsibilities

  • Audit, clean, and deduplicate contact records across HubSpot, Salesforce, Zoho, and Pipedrive.
  • Build automated email follow-up sequences, task triggers, and lead routing rules.
  • Connect web forms, calendar bookings, and CRM systems via Zapier, Make, or native API webhooks.
  • Establish data validation standards and document client CRM architecture guidelines.

Required Qualifications

  • 3+ years of specialized CRM administration and workflow automation experience.
  • Demonstrated expertise in at least two major platforms: HubSpot, Salesforce, or Zoho CRM.
  • Proven track record building multi-step Zapier or Make automation workflows.
  • Relentless commitment to data integrity and confidential record handling.

Preferred Qualifications

  • HubSpot or Salesforce certified administrator credentials.
  • Basic webhook, JSON, or REST API troubleshooting capability.

Core Skills & Competencies

HubSpot Zoho CRM Salesforce Zapier Make Workflow Automation Data Deduplication Lead Routing

What We Offer

At Prime Executive Support, our team members are valued operational partners. We provide:

  • 100% Remote Flexibility: Work from your home office with structured communication and clear priorities.
  • High-Caliber Client Exposure: Partner directly with visionary founders, senior executives, and growing enterprises.
  • Professional Systems & Tooling: Modern cloud software stacks that streamline execution and reduce friction.
  • Supportive Operational Culture: Leadership that respects your time, values clear standards, and supports your professional development.