CRM & Automations Manager

CRM & Automation Manager Mission Design, build, and maintain the operating system that powers our real estate business. Build automations that eliminate manual work, improve lead conversion, and allow our team to scale without adding unnecessary headcount. ⸻ Responsibilities * Build workflows * Pipelines * Opportunity management * Calendars * Forms * Surveys * Memberships * Snapshots * SaaS mode (if used later) * User permissions Automations Build and maintain: * Seller follow-up * Buyer follow-up * Recruiting * Appointment reminders * Missed-call text back * AI conversations * Lead routing * Pipeline movement * Task creation * Email campaigns * SMS campaigns * Ringless voicemail sequences * Direct mail triggers ⸻ AI Implement: * AI Voice * AI SMS * AI chat * AI qualification * AI appointment booking * Knowledge bases * Prompt engineering * Conversation routing ⸻ Integrations Experience with: * Zapier * Make * n8n * Twilio * OpenAI APIs * Stripe * Google Workspace * Calendars * Webhooks * REST APIs ⸻ Reporting Build dashboards for: * Leads * Appointments * Conversion rates * Marketing attribution * Sales KPIs * Team scorecards ⸻ Documentation Create: * SOPs * Workflow maps * Naming conventions * Database standards * Backup procedures * Change logs ⸻ Required Experience Must have: * Built CRM systems from scratch * Strong API/integration experience * Automation experience * AI implementation experience * Technical troubleshooting * Project management ⸻ Nice to Have * Real estate CRM experience * Investor workflows * Brokerage operations * Cold-calling workflows * PPC integrations * Direct mail integrations * Basic HTML/CSS * JavaScript * SQL * Python ⸻ KPIs Success is measured by: * Lead response time * % of follow-ups automated * Workflow uptime * Time saved * Appointment rate * Contact rate * Pipeline accuracy * Database health * Number of manual tasks eliminated ⸻ Questions 1. Show me the most complex workflow you’ve built. 2. Walk me through your naming convention. 3. How do you version-control workflows before making changes? 4. How would you build a seller pipeline from first touch to closing? 5. Tell me about an automation that failed and how you fixed it. 6. How do you debug webhook or API failures? 7. If I hired you today, what would you improve in the first 30 days?