Source Job

Canada

  • Migrate and modernize CRM infrastructure from HubSpot to GoHighLevel, ensuring reliable automations and integrations.
  • Validate data, troubleshoot workflows, and test integrations across multiple systems, including Zapier, Make.com, and APIs.
  • Document requirements, processes, and test results while coordinating with technical and non-technical stakeholders.

GoHighLevel HubSpot Zapier API Integration

20 jobs similar to CRM Migration & Automation Specialist

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Spain

  • Lead the migration of a SaaS marketing website to HubSpot CMS, including architecture, content, forms, and responsive design.
  • Configure and optimize HubSpot Marketing, Sales, and Service Hubs, including migrating from Freshdesk to Service Hub Pro.
  • Implement SEO best practices and integrate CRM automation for reliable data flows and scalable platform setup.

Jobgether is an AI-powered job matching platform that connects candidates with hiring companies through objective, fair review processes. They use technology to identify top-fitting candidates and share shortlists directly with employers.

North America 5w PTO

  • Support building and upkeep of GTM workflows across tools for partner acquisition and end-user engagement.
  • Help integrate tools with CRM and maintain pipelines for data hygiene across the B2B2C lifecycle.
  • Assist with multi-channel programs, dashboards, and documentation, partnering with cross-functional teams.

ZayZoon offers earned wage access and financial wellness services to businesses and employees, reducing financial stress. A fully remote, fast-growing company with nearly $50M in Series B funding, it was recognized on Deloitte's Technology Fast 50.

  • Architect, build, and maintain complex HubSpot instances including CRM, marketing automation, and reporting.
  • Design and execute HubSpot-Salesforce integrations end to end, including field mapping and sync logic.
  • Lead custom API integrations by scoping solutions and guiding developers through implementation.

ProperExpression is a fully remote growth marketing agency specializing in the wealth management ecosystem including RIAs, independent broker-dealers, and WealthTech companies. They are a HubSpot Platinum partner with a team of about 25 employees and a strong operating rhythm.

US

  • Own HubSpot platform configuration, automation, data governance, and integration with Salesforce.
  • Design and maintain reporting dashboards for funnel health, campaign performance, and pipeline contribution.
  • Partner with cross-functional teams to translate business needs into system logic and scalable workflows.

Morning Consult is a global decision intelligence company that pairs proprietary high-frequency data with applied AI to help leaders make smarter decisions. The company has multiple office locations and fosters an inclusive culture with hybrid work options.

Canada 5w PTO

  • Support development and optimization of workflows across GTM tools for partner acquisition and end-user engagement.
  • Assist in integrating GTM tools with CRM and external data sources to ensure data accuracy.
  • Collaborate with cross-functional teams on automation initiatives and track performance via dashboards.

The partner company operates a B2B2C platform connecting business partners with end users through automated workflows. It is a growing, fully remote organization with a focus on continuous learning and AI-forward tools.

Brazil LATAM

  • Assist with CRM and marketing automation workflows for sales, marketing, and business operations.
  • Support setup, testing, monitoring, and refinement of automated campaigns for lead nurturing and engagement.
  • Collaborate across teams to optimize integrations, troubleshoot issues, and improve reporting.

Latin America

  • Own the configuration, data integrity, and reporting layer of our GTM engine, turning raw commercial inputs into a clean, automated, single source of truth.
  • Architect and configure Sales Hub and Marketing Hub environments, including deal pipelines, lifecycle stages, custom objects, and advanced workflows.
  • Design and deliver executive-level dashboards and reporting cadences that track pipeline coverage, stage velocity, and multi-channel attribution.

We provide end-to-end software development services, helping businesses scale with ideal infrastructure solutions. We are a fast-scaling tech and AI services firm with a remote-first culture.

  • Serve as the first point of contact for workflow failures and technical support queries.
  • Monitor data flow logs, workflow reports, and support boards daily.
  • Troubleshoot and resolve known technical issues using documented SOPs.

HelloKindred are specialists in staffing marketing, creative and technology roles, offering a range of talent solutions that can be delivered on-site, remotely or hybrid. Our vision is to make work accessible and people’s lives better, disrupting traditional employment barriers by connecting ambitious talent to flexible opportunities with trusted brands.

US

  • Design, build, and maintain automated GTM workflows in Clay and HubSpot to identify and score ABM signals and triggers.
  • Partner with Marketing and Revenue Operations to architect HubSpot lists, workflows, and routing rules for signal-based account prioritization.
  • Analyze account-level data to refine enrichment logic and ensure data quality across GTM systems.

EnableComp helps hospitals recover revenue from complex claims using its AI-driven platform e360 RCM. The company serves over 1,000 hospitals nationwide, recovering $3 billion annually, and has been recognized as Black Book's #1 Specialty RCM provider for 2024-2025 as well as a multi-year Top Workplaces honoree.

US

  • Build and own HubSpot Service Hub as the system of record for customer communication across a network of 20+ branches.
  • Design workflows, custom code, and integrations with Dialpad, NetSuite, and internal data pipelines.
  • Manage day-to-day administration, user support, data quality, and an external agency partner.

Accredited Labs is a trusted provider of accredited calibration services, blending local relationships with national brand reliability. They are a fast-growing, multi-location organization with over 20 branches, focused on innovation and customer satisfaction.

Global

  • Define business requirements and architect complex solutions leveraging HubSpot.
  • Manage technical design, implementation, and integration of marketing automation systems with CRMs.
  • Guide clients on testing strategy and reporting to ensure campaign effectiveness and profitability.

We are a marketing automation consultancy that collaborates with clients to drive strategic growth, ignite innovation, and navigate constant change. We are a small, collaborative team that values expertise and creativity.

BizOps Lead

Crux
$150,000–$200,000/yr
North America 4w PTO 16w maternity 12w paternity

  • Design and deploy automation-driven systems that support structured product workflows and eliminate friction.
  • Eliminate manual work by identifying high-leverage repetitive tasks and designing scalable automation.
  • Own cross-functional service delivery infrastructure across GTM tools.

Crux is a capital markets platform that transforms how clean energy and manufacturing projects are financed in the U.S. With a team of 120+ experts and backing from top investors, it fosters a high-growth, ownership-driven culture.

$175,000–$205,000/yr
US Canada

  • Own GTM systems end-to-end, including HubSpot administration, attribution, and data integrity.
  • Diagnose recurring problems and decide whether to quick-fix, automate, or re-architect, then build the fix.
  • Bring an AI-first lens to classic RevOps problems and partner with the Head of Applied AI on the AI × GTM operating model.

TLDR is the largest network of tech newsletters in the world, with over 8M subscribers covering startups, software engineering, AI, cybersecurity, product, and more. The 29-person full-time team includes alumni of top tech companies and stays intentionally small, giving every person ownership of a function rather than a slice of one.

US Unlimited PTO

  • Own the full client lifecycle for PushPress's CRM and marketing automation add-on, Grow, including White Glove onboarding, retention, and technical support.
  • Host live onboarding calls focused on CRM setup, workflow builds, automations, and A2P/SMS configuration, tracking progress toward milestones.
  • Handle escalated Grow tickets, validate and reproduce technical issues, and act as the internal subject matter expert on Grow/GHL behavior.

PushPress is an AI-powered gym management platform for boutique fitness, processing ~$1B annually and trusted by over 5,000 gyms and 500,000 members. As a Series B company backed by Altos Ventures, StepStone, and Mucker Capital, they focus on AI tools to enhance, not replace, the human side of fitness.

Global

  • Monitor data synchronization status daily in the CRM UI and handle reimports to resolve issues.
  • Set up new client integrations, test them with Postman, and verify event/data mappings.
  • Troubleshoot basic integration issues, follow up with clients for technical info, and escalate to development when needed.

Scaleo is a leading SaaS platform that helps companies build, manage, and analyze their affiliate programs, processing millions of requests daily. With a global client base and a product-driven team, we are recognized as a G2 High Performer (Summer 2024) and foster a collaborative, ambitious culture.

Turkey

  • Build and maintain advanced n8n workflows for lead generation, CRM, marketing, and AI integrations.
  • Design automation architectures using APIs, webhooks, JSON, and data transformations.
  • Collaborate with AI and digital teams to solve business challenges across industries.

The partner company specializes in digital marketing and AI automation solutions. It has a fast-moving, innovative culture with a focus on high autonomy and experimentation.

$150–$800/yr
Global

  • Work with the Implementations Team to migrate new Kit customers onto the platform.
  • Manage multiple concurrent migration projects, including CSV imports, form/landing page rebuilds, and automation recreation.
  • Communicate clearly with creators via Zoom/Loom and collaborate across Slack and project portals.

Kit is an email-first operating system that helps creators grow and monetize their audience. The company is fully remote and independent, with a team dedicated to helping creators earn a living.

$700–$1,000/mo
Brazil

  • Design and optimize automated CRM journeys using Xtremepush.
  • Analyze customer data to improve segmentation and campaign performance.
  • Collaborate with BI and Product teams on scalable CRM solutions.

Marjo is a marketing company that specializes in data-driven CRM automation and personalized customer journeys. The company operates fully remotely in Brazil, fostering a culture of experimentation and cross-functional collaboration.

$100,000–$120,000/yr
US

  • Build and scale the marketing operations function, focusing on HubSpot, CRM data quality, and reporting.
  • Implement AI tools and workflows for personalization, automation, and campaign measurement.
  • Own lead lifecycle, segmentation, and marketing dashboards to drive pipeline growth.

Enformion is a data intelligence and identity verification company delivering fraud prevention and risk management solutions. It is a fast-growing team leveraging a 40+ year identity graph covering 98% of the US population.

UK

  • Own and manage the Mailchimp database across multiple brands, including contact imports and list hygiene.
  • Plan, deploy, and monitor high-volume email communications while maintaining strong deliverability.
  • Use automation and AI tools to reduce repetitive work and improve engagement and communication quality.

Jobgether is a platform that uses AI-powered matching to connect candidates with job opportunities. They operate remotely with a high-trust culture and focus on scalable, technology-driven hiring processes.