CRM系统与自动化经理
CRM Systems & Automation Manager
描述
🤓 TripleTen 是一家 EdTech 公司，为美国和拉丁美洲市场设计并运营技术职业学习项目。我们已经运营了五年多，教授完全的初学者——没有任何先前技术背景的人——通过基于小组的课程，这些课程基于我们自己的平台和课程，与 Nebius AI 合作开发。我们的团队是完全远程的，全球分布，我们在两个地区都有大量活跃的学生群体。
我们正在寻找一名 CRM 系统与自动化经理，负责我们的客户相关系统，并在学生注册和学生成功领域自动化操作流程。
这是一个跨职能角色，结合业务分析、流程设计、系统管理和技术实施。你将与产品、运营、工程和外部供应商紧密合作，构建可扩展的工作流程，减少手动工作，优化软件成本，并确保我们的系统可靠运行。
你将负责
- 负责并持续改进我们的 CRM 生态系统，主要是 HubSpot 和 Planhat。
- 使用 Make 或类似的流程自动化平台设计、构建和维护自动化。
- 在 CRM、电话和其他关键业务系统之间建立和管理集成。
- 管理和优化产品和运营团队使用的软件堆栈。
- 识别流程优化的机会，消除手动任务，提高运营效率。
- 研究、评估并实施符合业务需求且能随着增长而扩展的新软件解决方案。
- 监控系统性能，增强可靠性，并推动软件成本优化。
- 与工程团队合作，定义技术需求，优先改进，并交付新功能。
- 管理与软件供应商的关系，包括采购、谈判和持续合作。
- 编写清晰的文档、流程图和内部知识资源。
- 向跨职能利益相关者展示系统改进、自动化计划和流程优化。
要求
- 3 年以上使用 CRM 平台如 HubSpot、Salesforce、Zoho 或 Pipedrive 的经验。
- 有从发现和需求收集到实施、优化和持续支持的业务流程管理经验。
- 熟练使用 Make、Zapier、n8n、Workato 或类似工具构建自动化和工作流。
- 对软件集成、API 和传输有扎实的理解。
查看英文原文
Description
🤓 TripleTen is an EdTech company that designs and runs tech career learning programs for the US and Latin American markets. We've been doing it for over five years, teaching complete beginners — people with no prior tech background — through cohort-based programs built on our own platform and curriculum, developed in partnership with Nebius AI. Our team is fully remote and globally distributed, and we serve a large, active student base across both regions.
We're looking for a CRM Systems & Automation Manager to own our customer-facing systems and automate operational processes across Student Onboarding and Student Success.
This is a cross-functional role combining business analysis, process design, system administration, and technical implementation. You'll work closely with Product, Operations, Engineering, and external vendors to build scalable workflows, reduce manual work, optimize software costs, and ensure our systems run reliably.
What you will do
- Own and continuously improve our CRM ecosystem, primarily HubSpot and Planhat.
- Design, build, and maintain automations using Make or similar workflow automation platforms.
- Connect and manage integrations across CRM, telephony, and other business-critical systems.
- Administer and optimise the software stack used by Product and Operations teams.
- Identify opportunities to streamline workflows, eliminate manual tasks, and improve operational efficiency.
- Research, evaluate, and implement new software solutions that align with business needs and scale with growth.
- Monitor system performance, enhance reliability, and drive software cost optimisation.
- Partner with Engineering to define technical requirements, prioritise improvements, and deliver new capabilities.
- Manage relationships with software vendors, including procurement, negotiations, and ongoing collaboration.
- Produce clear documentation, process maps, and internal knowledge resources.
- Present system enhancements, automation initiatives, and process improvements to cross-functional stakeholders.
Requirements
- 3+ years working with CRM platforms such as HubSpot, Salesforce, Zoho, or Pipedrive.
- Proven track record of owning business processes from discovery and requirements gathering through implementation, optimisation, and ongoing support.
- Proficiency in building automations and workflows using Make, Zapier, n8n, Workato, or similar tools.
- Solid understanding of software integrations, APIs, and translating business needs into technical requirements alongside engineering teams.
- Familiarity with administering telephony and other business systems.
- Ability to partner effectively with Customer Success, Support, Sales, and Operations teams to improve processes and tooling.
- Track record of evaluating software vendors, negotiating contracts, and managing vendor relationships.
- Knowledge of software budget management and cost optimisation.
- Strong documentation, communication, and presentation abilities.
- Comfortable leveraging AI tools such as ChatGPT, Claude, and Cursor to increase productivity and streamline workflows.
- Excellent written and spoken English.
Nice to Have
- Familiarity with Planhat.
- Background in leading CRM or business systems migrations.
- Exposure to SaaS or EdTech environments.
What we can offer you
- High autonomy to explore, test, and improve processes.
- Competitive compensation.
- Fully remote collaboration.
- Work alongside an experienced, global professional team.
- A digital office — we use modern tools (Notion, Miro, Slack, Figma) to keep collaboration smooth.
- Professional trust and autonomy — no micromanaging.
Originally posted on Himalayas