CRM & Automation Specialist 🤖⚡🔧 (B2B and B2C Agency Marketing | GoHighLevel, Salesforce, Zapier, Pardot | Remote)

Goodwork is recruiting for a Canadian B Corp marketing agency serving the landscaping industry with cutting-edge CRM technology.

What makes this opportunity interesting?

• 🚀 Join a Canadian B Corp with 92% team satisfaction and "Great Place to Work" certification
• ⚙️ Be the foundational technical hire scaling a profitable new product line
• ⚡ Interesting mix of client-facing and internal CRM and email automation work using cutting-edge tools

About the Company

We're a digital marketing agency based in Ontario, Canada, dedicated to empowering landscaping and home service businesses to 10x their impact. Our mission: help 500 clients annually achieve transformational growth through our proprietary marketing action plans over the next decade.

Our services span website design and development, SEO, Google and Meta ads, social media management, and email marketing automation. We serve customers across North America, primarily in the landscaping, green industry, and home construction sectors (HVAC, flooring, windows, pools, painting), plus professional services like insurance and law firms.

We've recently built a white-labeled CRM platform specifically designed for landscapers using GoHighLevel. This year-old product has grown to 50+ clients and represents a major new revenue stream with massive growth potential.

As a B Corp-certified company since 2006, we maintain high social and environmental standards. We've earned "Great Place to Work" certification in Canada, boast strong Google Reviews, maintain a 4.7 team satisfaction rating on Glassdoor, and score 92% on our internal team satisfaction scores.

OUR COMPANY VALUES

• 🤝

  Clients:

  We exist to serve you
• 😄

  Fun:

  Life is too short not to smile
• 🛡️

  Leadership:

  Do what you say you're going to do when you say you're going to do it
• 📚

  Learning:

  Practice an unquenchable thirst for applicable knowledge
• 🏃‍♂️

  Action:

  Embrace failure and learn from it
• 🤗

  Team:

  Everyone has everyone else's back
• 💬

  Trust:

  Practice open and honest communication

We're a hybrid organization with 30 (soon to be 31 👋) teammates, including Content Marketers, Conversion Specialists, Web Developers, SEO Specialists, and Account Managers. We're headquartered in Guelph, Ontario with team members across southern Ontario, Prince Edward Island, and Pakistan.

Guided by the Japanese principle of Kaizen, we're committed to continuous improvement and transparent teamwork. Our unique "Leader Building" approach focuses on both professional and personal development, empowering each team member to become a leader with the tools for growth.

About the Role

remote CRM & Automation Specialist

In this role, you'll handle technical backend setup and troubleshooting that enables our Head of CRM Operations to focus on client-facing activities and strategic growth. You'll work primarily with GoHighLevel, Salesforce, Zapier, and Pardot through complex, click-intensive processes requiring patience and precision.

This is a unique opportunity to be the foundational technical hire scaling our white-labeled CRM from 50 to 250+ clients over two years. You'll initially shadow our Head of CRM Operations, then take ownership of backend operations. The role is 80% hands-on implementation and 20% R&D exploring new integrations, with substantial growth potential as the team expands.

Our IDEAL CANDIDATE

Your performance will be measured by meeting critical timelines (i.e. CRM setup must be completed before website go-live), maintaining low error rates that minimize manager intervention, continuously improving process efficiency, and enabling leadership to focus on client-facing activities.

You'll be on the Automation team. You'll collaborate across our team (Content team, Account Managers, Web Developers, Project Managers), and with specialized contractors (i.e. Salesforce Developers). This position reports directly to our Salesforce Architect & Manager.

You’ll be doing things like:

• CRM Setup & Support (Client-facing):

  Initially shadowing our Salesforce Architect & Manager to learn processes, then independently setting up white-labeled GoHighLevel instances through cloning existing templates; managing heavy, click-intensive automation setups that require patience and attention to detail; ensuring timely completion before website go-live dependencies; troubleshooting user additions and automation checks; testing configurations to ensure functionality before handoff.

• Automation & Integration Development (Client-facing):

  Creating and managing Zapier workflows across multiple client instances using our master account; implementing standard configurations connecting lead attribution platforms to our CRM; building integrations with industry-specific tools; cloning and customizing templates for new clients; researching new system connections using webhooks and REST APIs.

• Internal Salesforce Administration (Internal):

  Creating and troubleshooting reports for account managers and team members; managing user permissions and access levels; building automated workflows using Flow Builder for business processes like campaign reminders; implementing complex requirements through APEX coding; maintaining data hygiene through cleanup and lead transfers.

• Marketing Automation Management (Internal):

  Managing automated drip programs across our 60,000+ person database; updating email templates within nurture sequences; building targeted campaign lists and audience segments; monitoring program performance and managing lead transitions between sequences.

• Revenue Operations Support (Internal):

  Setting up templated quote generation through decision trees; configuring automated contract workflows triggered by customer signatures; creating project templates with milestones and task assignments; establishing automated client onboarding, activation and other RevOps processes.

• Process Improvement & Cross-functional Collaboration (Internal):

  Creating and maintaining SOPs for all processes; conducting R&D on new system integrations and platform capabilities; troubleshooting complex technical issues through iterative problem-solving; collaborating across teams to translate business needs into scalable technical solutions.

Skills & Qualifications

• 3-5 years of prior experience in roles like CRM & Automation Specialist, Salesforce Administrator, Business Analyst, Functional Consultant, NoCode Automation Specialist, or GoHighLevel Specialist.
• Expert knowledge of Zapier integrations and troubleshooting (most important)
• Proven Salesforce administration including Flow Builder (second most important)
• GoHighLevel experience for CRM and marketing automation setup (third most important)
• API integrations experience including REST and webhooks
• Business requirements gathering, technical feasibility assessment, and solution implementation
• Patience for heavy, click-intensive automation processes
• Strong problem-solving skills with process-driven mindset
• Exceptional attention to detail for complex technical workflows
• Clear communication skills to explain technical concepts simply
• Comfort with iterative troubleshooting and "failing forward" methodology

Bonus if you also have:

• Salesforce certifications (Administrator, Platform App Builder, etc.)
• Deep Salesforce ecosystem experience (APEX, Revenue Cloud/CPQ, Datorama)
• Pardot (Marketing Cloud Account Engagement) experience
• Agency or SaaS experience managing multiple client instances
• Alternative automation platforms (N8N, Make.com)
• Low-code development and REST API implementation skills
• AI tools proficiency (ChatGPT/Cursor) for solution development

• Familiarity with our tools:

  GoHighLevel, Zapier, WhatConverts, Salesforce, Datorama, Pardot, LMN, Slack, Google Workspace, ChatGPT 

Position Details

• Working Hours:

  4 hours of required overlap between 7AM-12PM ET, with remaining 4 daily hours asynchronous

• Employment Type:

  Full-time (40 hours/week), Exclusivity Preferred

• Education:

  Comparable work experience valued over formal education requirements

• Level:

  Intermediate (3-5 years of relevant work experience)

• Compensation:

  ~CAD $1,333–$1,568 (INR 85K–100K), based on experience. Structured as a Consultant Agreement (independent contractor), meaning you'll be responsible for your own taxes, benefits, and insurance.

Benefits of working with us:

• 🚀 Work directly with a forward-thinking international B Corp company
• 🏡 Work from the comfort of your home
• 🏆 Incredibly talented teammates in a collaborative environment
• 🧘🏾‍♀️ Work-life balance: 8 hours a day, 5 days a week
• 💰 Above-market compensation
• 💻 Remote-first company culture
• 🧠 Lots of learning & growth opportunities through "Leader Building"
• 📈 Quarterly professional and personal goal reviews with mentorship
• 📚 Weekly leadership training focused on continuous improvement
• 🌱 Kaizen-focused culture of continuous improvement
• 🤖 Work with cutting-edge automation tools and innovative processes
• 🎯 High-impact role enabling major business unit growth and innovation

Not sure you meet all the requirements? Apply anyway! We value diverse experiences and hire for potential.

If you don't hear back within 4 weeks, assume you weren't selected, but Goodwork may still reach out about other remote roles.