Workflow Automation Specialist (Zoho Hubspot)

Core Job ResponsibilitiesDesign and implement advanced workflows in HubSpot and Zoho CRM for sales and marketing automation
Set up and optimize lead scoring, routing, and sequencing logicBuild rules of engagement per sales group including task automation, SLA adherence, and notification complianceCreate and manage custom CRM modules, fields, and notifications to support sales, marketing, and business-specific needsEnsure end-to-end data hygiene across contacts, companies, deals, and tickets/casesBuild cross-object reports, dashboards, and custom formulas for ops visibilityExpert-level use of Google Looker Studio and Google Analytics for CRM-integrated reportingOnboard new clients or teams with CRM setup, training, and full workflow implementationConfigure website tracking, in-page behavior analytics, and campaign attribution logic integrated to CRMUse tools like Zapier or Pabbly to automate between internal tools and external appsPreferredUnderstanding of finance, accounting, and support operations to align CRM architecture with business needsWhat Makes You a Better FitEffective CommunicationThis is a US customer-facing role, and exceptional spoken and written English is necessaryCollaborationYou will work closely with sales, marketing, and RevOps teams to align strategiesAdaptabilityThe ability to navigate fast-paced, evolving environments is crucialProblem-Solving & ProactivityYou should have a keen analytical mindset and be able to resolve operational bottlenecks efficientlyEmpathy & Customer FocusUnderstanding internal and external customer needs is key to optimizing revenue operationsAttention to Detail & Time ManagementStrong organizational skills are expected to manage multiple priorities effectivelyGrowth Mindset & LearningWe value candidates eager to learn, innovate, and grow with us

Technical ExpertiseCRM & Workflow AutomationTools like HubSpot, and Zoho CRM, Pipedrive, Salesforce, etc

Analytics & ReportingLooker Studio, GA4 (setup leads, in-page analytics, and events), Google Search Console, and Microsoft Clarity

Integration ToolsZapier, Pabbly etcAd ToolsBasic understanding of ad platformsgoogle ads, meta ads