• CRM Optimization: Administer and enhance CRM systems (Pipedrive and others), manage pipelines, build automations, enforce data cleanliness, and resolve sync or flow issues.
• Process Automation: Create and maintain cross-platform automations using Zapier, Make, or custom
• APIs/webhooks—connecting CRMs, spreadsheets, messaging platforms, and internal tools.
• System Integration: Set up and troubleshoot webhook/API-based connections; document logic and maintain technical clarity across workflows.
• Web Operations: Manage and edit websites (WordPress/Webflow), embed forms and scheduling tools, apply HTML/CSS updates, and follow SEO fundamentals.
• Ops Improvement: Spot friction points, propose system-driven solutions, and implement continuous enhancements across internal and client-facing processes.

• CRMs: Deep experience with CRM systems (especially Pipedrive); skilled in integration, customization, automation, and reporting.
• Fireflies: Experience with fireflies including but not limited to CRM integrations, set up, etc
• Automation: Strong proficiency with Zapier, Make, and webhooks; confident with cross-tool automation logic.
• Platforms: Comfortable with Google Workspace, Python/Node, WordPress/Webflow, HTML/CSS basics.
• Documentation: Clear, structured technical documentation of workflows and integrations.
• A systems builder mindset—driven to create order and efficiency through smart tooling.
• Meticulous attention to detail, with a self-managed approach to task ownership and delivery.
• Strategic problem-solving skills—able to see both system-level gaps and ground-level inefficiencies.
• Excellent communicator—able to translate tech solutions into simple terms for stakeholders.

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