CRM自动化专员（项目制）
CRM Automation Specialist (Project Based)
这是一个远程职位。
CRM自动化专家（项目制）
涵盖：CRM定制与设置 + Zoho Recruit
公司：TeamFicient
地点：远程
雇佣类型：合同 — 项目制，范围固定
薪资：由候选人通过RFQ提出（薪资、时间线和预估工时）
工作安排：
- 独立执行整个项目范围
- 仅在需要时与IT代理进行接触和管理检查
- 时间线和工时由候选人在其RFQ中提出
为什么加入我们？
在TeamFicient，我们的团队遍布多个国家和地区，我们通过在EST、CST和PST时区运营保持联系。
- 无国界工作：每天与全球专家合作，获得国际经验。
- 为远程而设计：加入一个完全远程的文化，注重自主性、灵活性和信任。
- 多元视角：成为多元文化团队的一员，不同的背景是我们最大的优势。
- 全球发展：在全球舞台上拓展你的职业，学习不同文化和大陆的业务运作方式。
职位简介
TeamFicient正在寻找一名CRM自动化专家，负责配置、定制和自动化我们的CRM/ATS环境 — Salesforce、GoHighLevel和Zoho（特别是Zoho Recruit） — 构建可重复使用的流程、AI辅助功能和报告，减少手动工作量，同时让人类掌控关键决策。这是一项独立的、范围固定的项目：你将全程负责执行，仅在需要时与IT人员和管理层进行沟通。你需要在过程中提交自己的RFQ（提出的方案、时间线、工时和成本）。
核心职责
CRM与ATS配置
- 评估CRM/ATS需求并推荐平台/配置方案
- 配置对象、字段、流程、布局、表单、权限和自动化
- 在Zoho Recruit中标准化招聘阶段模型，并将其与所有活跃职位同步
自动化与报告
- 自动化通信（邮件提醒/模板、批量邮件、面试安排、人才库培养）
- 创建报告、仪表板和自定义视图，用于管道/招聘或CRM活动
AI与文档
- 评估并实施AI辅助功能（匹配、评分、简历解析或CRM AI流程），并设置人工审核控制
- 开发可重复使用的配置/模板和管理员/SOP文档
候选人资格
必备条件
- 具有Zoho的实战配置经验
查看英文原文
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