CRM & Automation Specialist

LEVATE is building a scalable offshore talent platform serving North American businesses.

Were now focused on building the internal systems that power how we sell recruit and operate.

Were looking for a CRM & Automation Specialist who can take ownership of our systems across sales and recruiting and help us research recommend build and optimize the systems that drive our operations.

This is not a basic admin role.

This is a systems-building role with real ownership and impact.

WHAT YOULL DO

Tech Stack Research and Recommendation

• Take ownership of evaluating and recommending the right CRM and sales tools for our business
• Compare options based on cost scalability integrations and usability
• Present clear recommendations with reasoning (not just tool lists)
• Help us avoid overcomplicating or overpaying for tools

Build and Structure Systems

• Set up and manage CRM workflows for outbound sales (lead to call to meeting to deal)
• Organize and optimize our ATS in Manatal (candidate to screened to shortlisted to hired)
• Design clean pipelines stages and data structures

Automation and Workflows

• Build automations using Zapier Make or similar tools
• Automate lead routing follow-ups task creation and notifications
• Reduce manual work and improve team efficiency

Integrations

• Connect CRM ATS communication tools and scheduling systems
• Ensure data flows cleanly across platforms
• Troubleshoot and improve system performance

Reporting

• Build dashboards for sales activity conversion rates pipeline visibility and recruiting performance

Ongoing Optimization

• Identify bottlenecks in workflows
• Improve systems over time
• Help onboard new team members into clean processes

WHAT WERE LOOKING FOR

Must-Have

• Experience with CRM systems and workflow setup
• Experience with an ATS or recruiting system
• Strong experience with automation tools (Zapier Make etc.)
• Ability to research evaluate and recommend tools independently
• Strong problem-solving and attention to detail
• Clear English communication

Nice-to-Have

• Experience supporting outbound sales teams
• Experience in recruiting or staffing environments
• Experience using AI tools to build or improve systems
• Familiarity with tools like Lovable or Claude Code
• Basic understanding of APIs or integrations

WHAT SUCCESS LOOKS LIKE

• A CRM and system setup that fits our business (not overbuilt)
• Clean organized workflows for sales and recruiting
• Automations that reduce manual work
• Clear visibility into pipeline and performance
• Systems that scale as the team grows

COMPENSATION

Competitive compensation based on experience and skill level
Long-term role with growth into a systems or operations lead position

HOW TO APPLY

To be considered please include:

Brief Summary (3 to 5 sentences)
1. What systems have you built related to CRM ATS or automation Focus on what you personally implemented

2. Loom Video (2 to 4 minutes) Required
Answer this:
If our goal is to have sales reps consistently booking meetings and recruiters efficiently placing candidates how would you design the systems and workflows to support that Walk through your thinking step by step including what you would prioritize first and why

FINAL NOTE

We are looking for someone who can think in systems not just tools and take ownership of building and improving how our business operates

If you prefer step-by-step instructions for every task this role is not the right fit