CRM and Automation Specialist

The CRM and Automation Specialist partners closely with Marketing, Sales Operations, Payroll, Clinical teams, and end users to manage CRM systems, data integrity, and marketing automation technology. This role blends technical systems expertise with marketing and business process integration, requiring a deep understanding of how interconnected platforms support customer engagement and internal workflows.

Major Position Responsibilities

CRM & Data Management

• Identify unstructured lead funnels and resolve incomplete or inaccurate lead data.

• Update and maintain data taxonomy and workflow logic.

• Manage data mapping from external sources into the CRM and prepare CRM data for downstream systems via webhooks or APIs.

• Add and maintain code snippets within workflows to support new data permutations.

• Ensure CRM data integrity across multiple departments.

• Own responsibility for PII exposure, protection, and compliance within the CRM.

 Marketing Automation & Enablement

• Partner with the Director of Marketing Technology to build flexible, scalable automation workflows that address current and future business needs.

• Become deeply familiar with existing automations and collaborate on identifying new opportunities.

• Build, test, and deploy new processes for lead acquisition, qualification, and distribution.

• Support Marketing campaigns through automation, segmentation, and integrations.

 Cross-Functional Collaboration & Operations

• Work cross‑departmentally to identify inefficiencies solvable through CRM data and existing platform functionality.

• Operate as part of the delivery team to convert enhancement requests into operational efficiencies.

• Manage Sales Operations workflows, including ROE and candidate distribution.

• Support Clinical and Payroll ticketing systems, including actively building automation agents to address Payroll support tickets.

• Run and manage Triage’s referral program.

Integrations & Systems Ownership

• Own and manage integrations across:
• Business Software: HubSpot, Retell AI, Google Sheets, n8n, Snowflake
• Proprietary Systems: Gobi, Triage Wallet, Nucleus

• Manage integrations with Pact, lead sources, and external measurement tools for both market‑facing and internal communications.

• Identify integration gaps with partners such as BPP, RingCentral, and Textus.
• Manage both data inputs and end‑user experience for Triage Plus.

 Required Skills, Abilities, & Education   

• Experience administering a CRM platform (HubSpot preferred).
• Strong comfort with numbers, datasets, and data validation.
• Experience with business analytics and reporting platforms (e.g., Google Analytics, Power BI, Sisense).
• Experience running digital marketing campaigns (performance‑based, non‑brand preferred).
• Familiarity with low‑code automation and workflow tools such as HubSpot Operations Hub, n8n, Zapier, Make.com, Salesforce, or Power Automate.
• Strong problem‑solving skills and ability to quickly resolve complex workflow issues.
• Self‑starter with a high level of ownership and initiative.
• Educational background or active enrollment in a related field (Marketing, Advertising, Business, Data Science, or similar).
• 2 years of relevant experience preferred.

 Work Schedule

• In-office with flexibility to work from home with manager approval.

We're not just about the money (although, let's be honest, that's pretty sweet). You'll also enjoy:

• Unlimited Time Off & Flexible Hours: Battery low and in need of a recharge? Do it! Need a mental health day? Go for it! Family emergency? We've got your back.
• Kick-ass Culture: Think casual dress, ping pong tournaments, celebrating personal milestones, and on-site gyms. We're all about working hard, playing hard, and celebrating wins together.
• Leadership that Rocks: Our team is passionate about growth, both yours and ours. We offer training, coaching, and an open-door policy, so your ideas are always heard.
• Benefits Galore: Health insurance, 401k match, paid maternity leave... we've got you covered.

Employer’s Rights   

• This job description does not list all the duties of the job. You may be asked by your supervisor or manager to perform other duties. All duties are subject to change and may be modified to reasonably accommodate individuals with disabilities. You will be evaluated in part based upon your performance of the tasks listed in this job description.  

EEOC Statement 

• Triage Staffing is an equal opportunity employer that is committed to diversity and inclusion in the workplace.  We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state or local laws.