CRM Systems

6 days ago

Toronto, Ontario, Canada WestLink Full time $60,000 - $90,000 per year

About the Role

We're looking for a CRM Systems & Automation Specialist to lead the full audit, cleanup, and optimization of our CRM environment.

The ideal candidate will ensure our CRM operates as a clean, integrated, and reliable system that supports seamless workflows between Omniview, QuickBooks, and Outlook.

You'll be responsible for establishing data accuracy, integration consistency, and automation readiness — with clear documentation and handover for long-term management. Key Responsibilities

  • Conduct a complete CRM data audit to identify duplicates, missing fields, and inconsistencies
  • Design and implement cleanup rules, field normalization, and data validation processes
  • Verify and enhance CRM integrations with Omniview, QuickBooks, and Outlook
  • Create and maintain clear documentation of CRM structure, field logic, and data flows
  • Use GPT-powered tools (e.g., ChatGPT, Notion AI) for process documentation and reporting
  • Deliver monthly CRM health reports and continuous improvement recommendations
  • Collaborate with the Account Manager to ensure CRM alignment with operational goals
  • Provide feedback and insights to enhance automation reliability and data accuracy

Required Skills & Tools

  • CRM Systems: Omniview (or equivalent platforms such as HubSpot, Pipedrive, Zoho CRM)
  • Automation Tools: Relay (preferred), Make (Integromat), Zapier, Power Automate, or n8n
  • Business Tools: QuickBooks Online, Microsoft Outlook (contacts, email, calendar integration)
  • Data Management: Strong command of Excel/CSV cleaning, field mapping, and normalization
  • APIs & Webhooks: Ability to configure and troubleshoot integrations between systems
  • Documentation: Experience using GPT-powered tools for process creation and updates
  • Bonus: Background in CRM data modeling, sales pipeline management, or workflow optimization

Ideal Candidate Profile

  • Experienced in CRM setup, data management, and process automation
  • Detail-oriented and passionate about data integrity and system consistency
  • Capable of translating business needs into clean, functional CRM configurations
  • Excellent communicator and documentation writer
  • Comfortable working autonomously and delivering within tight project timelines

Job Types: Full-time, Contract

Pay: From $75,000.00 per year

Work Location: Remote

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