CRM & Workflow Developer

About the Role:
We're looking for a hands-on, driven individual with a passion for optimizing sales systems and automating workflows. This role is ideal for someone who thrives in fast-paced environments, enjoys building practical tools, and isn't afraid to get into the weeds. You'll play a key part in enhancing our CRM infrastructure, streamlining sales operations, and reducing friction for our brokers and lead generation teams.

Key Responsibilities:

• Redesign or enhance our current CRM system to better support broker workflows and lead generation efforts.

• Build and refine sales pipelines, lead stages, tasks, and reminders for operational efficiency.

• Develop performance dashboards and implement automation tools to minimize manual work.

• Utilize Excel and Google Sheets to build live reporting tools, deal trackers, and commission models.

• Assist in scaling our backend systems as the team and business grow.

What We're Looking For:

Skills & Experience:

• Familiarity with CRM platforms such as Zoho, GoHighLevel, HubSpot, or Pipedrive.

• Experience building or customizing software workflows (junior-level experience welcome).

• Proficient in Excel/Google Sheets, including formulas, dashboards, and basic automation.

• A solid understanding of B2B sales operations or sales team workflows.

Preferred Traits:

• Strong problem-solving and logical thinking skills.

• A doer mentality - you like to build and iterate quickly.

• Eagerness to grow within a scaling, fast-paced company.

• Comfortable with autonomy and tackling complex systems hands-on.