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

Originally posted on Himalayas