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Systems & retentionOpen role

CRM & Automation Specialist

Build clear customer journeys, useful automations and the systems that keep a growing business connected.

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The opportunity

Help teams follow up with the right people at the right time. You’ll translate business processes into practical CRM workflows, connecting forms, pipelines and customer communication with a careful approach to data and reliability.

What you’ll work on

  • Map customer journeys, lead stages and handovers with the team.
  • Configure CRM fields, pipelines, automations and useful reporting views.
  • Connect forms, email tools and business systems through approved integrations.
  • Build and test email journeys, segmentation and follow-up logic.
  • Document workflows, handle failure cases and make the system easy to use.

What you’ll bring

  • Practical experience with a CRM platform and workflow automation tools.
  • Comfort with APIs, webhooks and structured data, alongside clear process thinking.
  • An understanding of permission-based communication and careful data handling.
  • Patience for testing edge cases and explaining systems in plain language.

You don’t need to match every point. We’re interested in your work, your judgement and what you’re ready to learn.

A straightforward conversation

  1. 01

    Share your work

    A short introduction, relevant examples and a little context about your contribution.

  2. 02

    Talk about the fit

    We’ll explore your approach, the role and what you’re looking for next.

  3. 03

    Agree the details

    Discuss responsibilities, working arrangements, availability and compensation.