Automation & CRM Systems Specialist

Job Title: Automation & CRM Systems Specialist

Location: Remote

The Opportunity

We are hiring a high-performing Automation & CRM Systems Specialist. This is a specialized technical role responsible for architecting the entire funding-to-impact infrastructure for non-profit clients—organizations scaling their funding, outreach, and operational systems through automation.

This role is ideal for technical systems builders who don’t just “manage CRMs,” but understand how to design and connect complex funding ecosystems (HubSpot, n8n, Zapier, Instantly, Candid, Grantable, Zeffy, Google Ad Grants, Looker Studio) to automate grant discovery, partnership development, donation flows, and impact reporting.

You must understand both technical execution and funding logic to ensure the systems you build actually drive measurable outcomes across grant acquisition, donor engagement, and organizational growth.

Work Model

Remote | Part Time / 6 Months Contract

What You’ll Own

• Build & Connect Funding Systems: Architect end-to-end nonprofit funding stacks including HubSpot CRM, automation workflows (n8n / Zapier), and integrations across Instantly, Zeffy, Google Ads, grant platforms, and reporting systems.

• Automate Funding Flow: Design and execute technical workflows that convert grant discovery, outreach, and donor engagement into structured funding pipelines and measurable revenue outcomes.

• System Optimization: Debug and optimize the entire technical ecosystem to ensure zero leakage across grant pipelines, outreach systems, and donation workflows.

• Technical Implementation: Deliver high-impact, ROI-focused system builds and demonstrations that translate funding strategies into functional automation systems for nonprofit leaders.

• CRM & Data Management: Ensure data flows correctly between CRM systems, outreach platforms, donation tools, and dashboards for accurate funding and performance reporting.

• Maintain System Health: Provide structured reporting on automation performance, workflow stability, and system uptime across all client environments.

• Partner with Client Success & Leadership: Work alongside consultants and leadership to translate funding strategies into functional, AI-powered technical systems across all four funding pillars.

Experience

• 2–5+ years of proven experience in CRM systems, automation, RevOps, or systems implementation roles

 • Hands-on experience with HubSpot CRM (Free Tier or similar)

 • Strong experience building automation workflows using n8n and/or Zapier

 • Proven experience integrating multiple SaaS tools into unified operational systems

 • Experience working with marketing, outreach, or funding-related systems in fast-paced environments

 • Experience in nonprofit or mission-driven ecosystems is a strong advantage

Skills

• Fluent English (A Must Have)

 • Technical Problem-Solver: Able to identify workflow breakdowns, integration issues, and system inefficiencies independently

 • Commercially Strong: Understands how systems impact funding outcomes, donor engagement, and organizational ROI

 • Systems Thinking: Able to manage multiple client environments and interconnected workflows without losing structure

 • Strong Documentation: Clear communication for SOPs, system handovers, and internal team alignment

 • Strong analytical ability using tools such as Google Looker Studio for KPI tracking and reporting

Mindset

• Extreme Ownership: Takes full responsibility for system performance across all funding workflows

 • Efficiency-Driven: Focused on building scalable, low-maintenance automation systems

 • High Technical Resilience: Thrives under fast-moving, multi-client environments

 • Problem-Solver: Independently diagnoses and resolves technical and operational issues

 • Mission-Oriented: Motivated by building systems that support nonprofit funding and impact outcomes
Success Metrics

• 100% System Accuracy: All CRM, outreach, donation, and reporting systems deployed without critical errors

 • 99.5% System Uptime: Automation workflows consistently running across all client environments

 • Funding Efficiency: Increased grant discovery and qualification through Candid + Grantable systems (target: 50% improvement)

 • Outreach Efficiency: Improved conversion rates through HubSpot + Instantly automation systems

 • Donation Pipeline Performance: Fully operational Zeffy-based donation infrastructure with zero-friction processing

 • Reporting Accuracy: Real-time dashboards in Looker Studio reflecting funding, engagement, and outreach performance

 • Operational Efficiency: At least 50% reduction in manual administrative workload across client systems

Flexible long-term contract structure (project-based or retainer-based)

 • Fully remote work environment

 • Direct impact on nonprofit funding, outreach, and impact systems

 • Opportunity to build end-to-end funding infrastructure across multiple organizations

 • High ownership in a fast-moving, systems-driven, AI-first environment

If you’re organized, technically minded, and ready to help us shape the future of AI-driven marketing, we’d love to hear from you.

Apply now by submitting your CV and a short note about why you’re a great technical fit. We’re excited to welcome the right person to our team!