Systems & Automation Specialist

The Systems & Automation Specialist will support both internal projects and client accounts by streamlining data flow, improving automation, and enhancing overall system performance. This role plays a key part in ensuring high-quality system delivery by overseeing implementations, conducting audits, and serving as a client-facing resource for system strategy, communication, and optimization.

Key Responsibilities

Systems Integration:

• Connect client CRMs and platforms (e.g., ServiceTitan, Salesforce, GoHighLevel) with internal systems such as WhatConverts
• Design, implement, and manage integrations using Zapier or similar tools to automate workflows and ensure seamless data transfer

Systems Oversight, QA & Implementation Support:

• Oversee GoHighLevel and system buildouts completed by team members to ensure accuracy, functionality, and alignment with client goals
• Perform quality assurance (QA) on workflows, automations, pipelines, and integrations prior to client delivery
• Provide feedback, guidance, and support to team members to maintain consistency and high-quality standards
• Step in to support or complete buildouts when necessary

Client Communication & Support:

• Serve as a primary client-facing point of contact for system-related updates, questions, and troubleshooting
• Communicate project progress, timelines, and system functionality in a clear and professional manner
• Lead client walkthroughs and presentations of system setups, automations, and recommendations
• Advise clients on best practices for leveraging automation tools to improve efficiency and performance

Systems Audits & Onboarding Analysis:

• Conduct audits of client systems (e.g., Monday.com, CRMs, automation platforms) during onboarding or transition phases
• Analyze existing setups to identify inefficiencies, gaps, and opportunities for improvement
• Provide clear, actionable recommendations for system optimization, automation, and potential migrations (e.g., transitioning to new platforms like Jobber)
• Collaborate with internal teams to translate audit findings into implementation plans

Data & Reporting:

• Support the development and maintenance of internal data and reporting dashboards
• Assist with integrating ClickUp and other project management or reporting tools to improve visibility and decision-making

Qualifications

• Proven experience integrating CRMs and marketing platforms (ServiceTitan, Salesforce, GoHighLevel, etc.)
• Strong knowledge of automation tools like Zapier (or similar)
• Experience reviewing, testing, and optimizing workflows, automations, and system setups
• Strong client communication skills with the ability to explain technical concepts in a clear, simple way
• Experience conducting system audits and providing strategic recommendations
• Familiarity with reporting tools, dashboards, and project management software (ClickUp is a plus)
• Excellent problem-solving skills and strong attention to detail
• Ability to manage multiple projects while maintaining high-quality standards