AI & CRM Systems Specialist (Sales Support & Automation)

Job Summary

We are seeking a technically skilled and solution-oriented AI & CRM Systems Specialist to support the optimization of sales operations and client management processes.

This role focuses on building AI-assisted evaluation tools, maintaining CRM systems, and driving automation across client lifecycle workflows to improve efficiency and scalability.

Key Responsibilities

1. AI-Assisted Client Evaluation System

• Design and implement AI-driven tools to support client assessment and qualification
• Build structured evaluation models to enhance front-end sales efficiency
• Continuously optimize AI workflows to improve accuracy and usability

2. CRM System Management & Maintenance

• Manage and maintain the company’s CRM system, ensuring data accuracy and integrity
• Perform regular updates, data cleaning, and system optimization
• Support internal teams in CRM usage, troubleshooting, and best practices

3. Process Automation & Workflow Optimization

• Develop and implement automation tools for client follow-ups, document management, and task tracking
• Streamline internal workflows across sales, consulting, and documentation teams
• Integrate AI and digital tools to improve operational efficiency and reduce manual workload

4. Data Monitoring & Performance Support

• Monitor system performance and generate reports on operational efficiency
• Analyze user behavior and workflow data to identify optimization opportunities
• Collaborate with management to enhance system-driven decision-making

Requirements

• Bachelor’s degree or above in Computer Science, Information Systems, Data Science, or related fields
• 1–4 years of experience in CRM systems, automation tools, or AI-related roles
• Familiarity with CRM platforms (e.g., Salesforce, HubSpot, or similar systems)
• Experience with automation tools (e.g., Zapier, Make, or similar workflow platforms)
• Basic understanding of AI tools (e.g., ChatGPT, prompt engineering, AI workflows)
• Strong analytical thinking and problem-solving skills
• Ability to work cross-functionally with sales and operations teams