CRM & Automation Specialist (Sales & Recruiting Systems) full time

L’EVATE is building a scalable offshore talent platform serving North American businesses.

We’re now focused on building the internal systems that power how we sell, recruit, and operate.

We’re looking for a CRM & Automation Specialist who can take ownership of our systems across sales and recruiting and help us research, recommend, build, and optimize the systems that drive our operations.

This is not a basic admin role.

This is a systems-building role with real ownership and impact.

WHAT YOU’LL DO

Tech Stack Research and Recommendation

• Take ownership of evaluating and recommending the right CRM and sales tools for our business

• Compare options based on cost, scalability, integrations, and usability

• Present clear recommendations with reasoning (not just tool lists)

• Help us avoid overcomplicating or overpaying for tools

Build and Structure Systems

• Set up and manage CRM workflows for outbound sales (lead to call to meeting to deal)

• Organize and optimize our ATS in Manatal (candidate to screened to shortlisted to hired)

• Design clean pipelines, stages, and data structures

Automation and Workflows

• Build automations using Zapier, Make, or similar tools

• Automate lead routing, follow-ups, task creation, and notifications

• Reduce manual work and improve team efficiency

Integrations

• Connect CRM, ATS, communication tools, and scheduling systems

• Ensure data flows cleanly across platforms

• Troubleshoot and improve system performance

Reporting

• Build dashboards for sales activity, conversion rates, pipeline visibility, and recruiting performance

Ongoing Optimization

• Identify bottlenecks in workflows

• Improve systems over time

• Help onboard new team members into clean processes

WHAT WE’RE LOOKING FOR

Must-Have

• Experience with CRM systems and workflow setup

• Experience with an ATS or recruiting system

• Strong experience with automation tools (Zapier, Make, etc.)

• Ability to research, evaluate, and recommend tools independently

• Strong problem-solving and attention to detail

• Clear English communication

Nice-to-Have

• Experience supporting outbound sales teams

• Experience in recruiting or staffing environments

• Experience using AI tools to build or improve systems

• Familiarity with tools like Lovable or Claude Code

• Basic understanding of APIs or integrations

WHAT SUCCESS LOOKS LIKE

• A CRM and system setup that fits our business (not overbuilt)

• Clean, organized workflows for sales and recruiting

• Automations that reduce manual work

• Clear visibility into pipeline and performance

• Systems that scale as the team grows