Ready job description
CRM and automation operator
Owns your CRM and the automations around it, so every lead is tracked and nothing breaks quietly.
What they do
- ✓Pipeline and deal-stage upkeep
- ✓Workflow and automation builds
- ✓Data clean-up and de-duplication
- ✓Checking AI tool output before it reaches clients
- ✓Reports your team actually reads
Must-haves
- •Has built workflows in your CRM before
- •Tests changes before they go live
- •Writes clear notes on what they changed
- Day 30 goal
- Pipeline is clean, every automation is documented and tested, and you get a weekly CRM report.
- Tools
- HubSpot, GoHighLevel, Zapier, Make, ClickUp, Notion
- Hours
- 20-30 a week
- Overlap with your day
- 4 hours
- Level and rate
- Recommended in your brief
Tools we test on
HubSpotGoHighLevelZapierMakeClickUpNotion
Your brief can add any tool you run. We test on it before you meet anyone.
How screening works
- Role-specific ability35%
- Communication20%
- Reliability and ownership20%
- Relevant experience15%
- Availability and fit10%
Skills test on real tools, interview, then the scorecard.
On the board now
| Operator | Tested on | Skills test | Communication | Hours | Status | Action |
|---|---|---|---|---|---|---|
New operators are being tested this week.
Tell us the role and we'll send a short list scored against your brief.
Get my short listNames are shortened and rates hidden to protect operators. Board updated weekly.
Don't see your role? Tell us on the call.
Your next hire, without the hiring.
One conversation. A brief we write with you. A short list of people who already passed.
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