Automation Specialist

Job Overview

We are looking for a detail-oriented and proactive Automation Specialist to join our growing team. In this role, you will design, build, and maintain automated workflows that streamline business operations, improve lead management, and help our clients deliver faster, more consistent customer experiences.

Key Responsibilities

• Plan, build, and manage automated workflows that simplify repetitive tasks and improve operational efficiency.
• Set up and optimize CRM pipelines, lead capture forms, contact segmentation, and automated follow-up sequences.
• Integrate tools and platforms using GoHighLevel, Zapier, Make, APIs, and webhooks as needed.
• Develop and maintain email, SMS, appointment booking, and lead nurturing automations.
• Test, troubleshoot, and monitor workflows to ensure accurate data flow and reliable performance.
• Collaborate with marketing, sales, and web development teams to translate business requirements into automation solutions.
• Document automation processes, recommend improvements, and provide updates on system performance to the team and clients.

Qualifications

• At least 1 year of hands-on experience building or managing business or marketing automations.
• Working knowledge of workflow automation tools such as Zapier, Make, or GoHighLevel.
• Understanding of CRM systems, lead management, triggers, conditional logic, and workflow design.
• Ability to troubleshoot integrations, identify errors, and maintain data accuracy across connected platforms.
• Familiarity with APIs, webhooks, and data mapping concepts.
• Strong problem-solving, communication, organization, and documentation skills.
• Ability to manage multiple projects, work independently, and meet deadlines.

Preferred Skills (Advantageous)

• Experience building advanced GoHighLevel workflows, funnels, pipelines, and appointment automations.
• Familiarity with marketing platforms, email or SMS campaigns, and lead generation processes.
• Basic knowledge of JSON, HTML, JavaScript, or REST APIs for custom integrations.
• Experience supporting multiple client accounts in a digital marketing or automation agency.