Overview
We are seeking a dynamic and innovative CRM, AI & Automation Specialist to drive our digital marketing initiatives and enhance customer engagement through cutting-edge automation and data-driven strategies. In this role, you will leverage your technical expertise and marketing knowledge to implement, optimize, and manage sophisticated CRM systems and marketing automation tools. Your efforts will empower cross-functional teams to deliver personalized, multichannel marketing campaigns that boost lead generation, improve customer retention, and maximize marketing performance. Join us to be at the forefront of digital transformation, utilizing AI-powered solutions and automation to revolutionize our marketing landscape.
We are seeking an experienced CRM, AI & Automation Specialist to develop, implement, and optimize our digital systems, with a primary focus on Zoho One, workflow automation, AI integration, and website development.
Responsibilities will include developing and customizing Zoho CRM and other Zoho applications; creating automated workflows for client intake, lead management, case management, follow-up, and internal operations; building dashboards, forms, and reporting tools; and integrating our websites, CRM, email, scheduling, and other business applications.
The role will also support marketing automation, including email campaigns, audience segmentation, lead tracking, campaign attribution, web forms, and performance analytics. The specialist will help improve lead-generation and conversion workflows and use available data to identify opportunities to improve marketing effectiveness.
A significant component of the position will involve identifying and implementing practical AI solutions. This may include AI-assisted client communication, intelligent data entry and classification, information retrieval, workflow triggers, internal knowledge tools, and other applications that reduce repetitive administrative work while improving consistency and responsiveness.
The position will also include website updates and development of client-facing tools, including interactive forms, pricing and quote tools, and integrations that transfer website data into Zoho and initiate appropriate automated workflows.
The ideal candidate will have experience with Zoho One/Zoho CRM, APIs and webhooks, workflow automation, AI/LLM integrations, email marketing automation, web development, and analytics tools such as Google Analytics. Experience with Zoho-specific development tools, including Deluge, Zoho Flow, Creator, Analytics, Forms, and Campaigns, is particularly valuable.
We are looking for someone who can understand existing business processes, identify opportunities for improvement, and independently design and implement practical, reliable, and user-friendly solutions.
Requirements
- Proven experience with CRM platforms including Zoho One.
- Solid technical skills in JavaScript, HTML/CSS for customizing email templates and landing pages; familiarity with web analytics reporting is essential.
- Strong knowledge of multichannel marketing strategies with hands-on experience managing email campaigns across various platforms.
- Expertise in data analysis using SQL or other data analytics tools to interpret campaign performance metrics and inform decision-making.
- Demonstrated ability to work collaboratively across teams in a fast-paced environment while managing multiple projects simultaneously.
- Excellent understanding of digital marketing performance monitoring techniques such as attribution modeling and demand generation tactics within B2B contexts.
- Strong communication skills with the ability to translate technical concepts into actionable insights for non-technical stakeholders.
Pay: $60.00 - $80.00 per hour
Expected hours: No less than 20.0 per week
Benefits:
- Flexible schedule
Work Location: Hybrid remote in Chapel Hill, NC 27516