AutomationCRM Specialist

About our Company:

At Open Look Business Solutions Inc. - 032 Outsourcing we believe that great teams build great businesses. Guided by our core values - Positivity Integrity Tenacity Dependability and Belief we are committed to helping our clients grow while creating rewarding careers for our people.

Role Overview:

This is a systems and automation role not a marketing recruiting or administrative position.

As our GTM Systems Engineer you will design and build the infrastructure that connects our CRM outreach tools and engagement dataturning signals into clear actionable next steps for our team. Your work will directly impact who we contact when we contact them and how consistently we follow up.

Mission: Build a system where no opportunity is missed and no follow-up is forgotten.

What Success Looks Like (First 90 Days)

All contacts and activity are centralized and structured within JobAdder

Automated systems are in place to capture and route new leads

Engagement signals across platforms are tracked and connected

A daily who to contact and why action list is actively used by leadership

Manual processes and missed follow-ups are significantly reduced

Core Responsibilities

1. Automation & System Architecture

Build and manage workflows using Zapier (or similar tools)

Design scalable systems connecting CRM outreach and engagement platforms

Ensure clean reliable and efficient data flow across systems

2. CRM Ownership (System of Record)

Own and optimize JobAdder as the central CRM

Standardize data structure including tags statuses and activity tracking

Ensure all relevant activity is accurately captured within the CRM

3. Tool Integration & Data Flow

Integrate and maintain data across:

(email activity)

Dripify (LinkedIn activity)

Mailchimp (newsletter engagement)

CoRecruit (call insights)

LinkedIn Sales Navigator (job changes company signals)

Goal: Create one unified system of contacts activity and engagement signals

4. Signal Aggregation & Intent Tracking

Capture engagement signals from web email LinkedIn and video platforms

Translate signals into actionable insights such as alerts tasks and follow-ups

Ensure no warm lead or engagement opportunity is missed

5. Trigger-Based Tasking & Workflow Automation

Build automated workflows that assign tasks and trigger follow-ups

Route leads to appropriate workflows based on behavior and signals

Create systems that guide daily execution for leadership and VAs

6. Daily Action Engine (Top Priority)

Develop a daily system that answers: Who should we contact todayand why

Generate prioritized contact lists based on engagement signals

Recommend next actions for outreach and follow-up

7. VA Enablement & System Design

Build scalable workflows that virtual assistants can execute

Create SOPs checklists and quality control processes

Design systems that are usable repeatable and efficient

Required Qualifications (Must-Have)

Strong experience with automation tools (e.g. Zapier)

Proven ability to integrate multiple systems (CRM outreach tools data sources)

CRM architecture mindset (data structure workflows data hygiene)

Experience in sales recruiting or pipeline-driven environments

Ability to translate activity and data into clear next actions

Strong written and verbal English communication skills

Preferred Qualifications (Nice-to-Have)

Experience with APIs webhooks or custom integrations

Familiarity with LinkedIn automation and email sequencing tools

Experience building dashboards or reporting systems

What This Role Is Not

Not a marketing role

Not a recruiting role

Not responsible for writing outreach messaging

Not a task-based or administrative VA position

Who You Are

You think in systems not tasks

You proactively identify inefficiencies and fix them

You build workflows that are practical usable and impactful

You focus on outcomes not just automation

Why This Role Matters

This role is critical to building a data-driven action-oriented GTM engine. Your work will directly influence pipeline efficiency team productivity and revenue outcomes by ensuring the right actions happen at the right timeevery time.

If youve built systems that drive real-world actionnot just automation for automations sakewed love to hear from you.