CRM Automation Specialist (Project Based)

This is a remote position.

CRM Automation Specialist (Project Based)
Covers: CRM Customization & Setup + Zoho Recruit
Company: TeamFicient
Location: Remote
Employment Type: Contract — Project-Based, Fixed-Scope
Rate: Proposed by candidate via RFQ (rate, timeline, and estimated hours)
Work Schedule:

• Self-directed, solo execution of the full project scope
  

• IT agent touchpoints and management check-ins only as needed to review progress
  

• Timeline and hours are proposed by the candidate in their RFQ
  

Why Join Us?
At TeamFicient, our team spans multiple countries and regions, and we stay connected by operating within EST, CST, and PST time zones.

• Work Without Borders: Collaborate daily with experts from worldwide and gain international exposure.
  

• Built for Remote: Join a fully remote culture designed for autonomy, flexibility, and trust.
  

• Diverse Perspectives: Be part of a multicultural team where different backgrounds are our greatest strength.
  

• Grow Globally: Expand your career on a global stage, learning how business works across different cultures and continents.
  

About the Role
TeamFicient is looking for a CRM Automation Specialist to configure, customize, and automate our CRM/ATS environments — Salesforce, GoHighLevel, and Zoho (including Zoho Recruit specifically) — building reusable workflows, AI-assisted features, and reporting that reduce manual work while keeping humans in control of key decisions. This is a solo, fixed-scope engagement: you own execution end to end, with IT touchpoints and management check-ins only as needed. You'll submit your own RFQ (proposed approach, timeline, hours, and cost) as part of the process.

Core Responsibilities
CRM & ATS Configuration

• Assess CRM/ATS requirements and recommend platform/configuration approach
  

• Configure objects, fields, pipelines, layouts, forms, permissions, and automation
  

• Standardize the recruitment stage model in Zoho Recruit and align it across active job openings
  

Automation & Reporting

• Automate communications (email alerts/templates, bulk email, interview scheduling, talent-pool nurturing)
  

• Build reports, dashboards, and custom views for pipeline/recruitment or CRM activity
  

AI & Documentation

• Evaluate and implement AI-assisted features (matching, scoring, resume parsing, or CRM AI workflows) with human-review controls
  

• Develop reusable configurations/templates and admin/SOP documentation
  

Candidate Qualifications
Must-Haves

• Hands-on configuration experience with Zoho (Recruit and/or CRM), and ideally Salesforce or GoHighLevel too
  

• API integration experience
  

• Experience designing auditable, human-reviewed AI-assisted workflows (not fully automated decisioning)
  

Good to Haves

• Prior recruiting/ATS-specific implementation experience
  

• Experience building multi-tenant/reusable CRM templates for future client use
  

Application Requirements
To apply for this project, please be prepared to submit:

• A portfolio of relevant, comparable work
  

• An RFQ (Request for Quotation) covering:
  

• What you propose to do
  

• How you would do it
  

• What's included (and what's excluded)
  

• Estimated timeline and hours
  

• Total cost, plus any additional/recurring costs
  

• What you'll need from TeamFicient to execute
  

• Risks, limitations, and assumptions
  

• Willingness to sign an NDA and Project Agreement before receiving full project details and credentials
  

• Willingness to undergo a background check
  

Work Location: Remote