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CRM & Marketing Automation Specialist (Monday.com, Zapier, Constant Contact)

BMO LOCAL
Remote

Quick Apply

Job Details

Contract
$56,847.82 - $68,461.88 a year

Benefits

Flexible schedule

Qualifications

Optimizing workflow processes
Systems integration
Process design
System design
Zapier
Continuous improvement
Customer relationship management (CRM) systems (technically supported)
Integration Platforms (Enterprise solutions)
Conversion optimization
Scalability
System development
monday.com
Sales automation technologies
Lead nurturing campaigns

Full Job Description

Automation & CRM Integration Specialist (Monday.com, Zapier, Constant Contact, SalesGod CRM)Contract Position | Remote

SoFi Local is seeking an experienced Automation & CRM Integration Specialist to build, optimize, and manage lead nurturing, retargeting, and CRM automation workflows across Monday.com, Zapier, Constant Contact, and SalesGod CRM.

The ideal candidate has experience designing scalable marketing and sales automation systems that improve lead conversion, automate follow-up communications, and streamline customer lifecycle management.

ResponsibilitiesMonday.com Workflow Development

Design and optimize lead management workflows within Monday.com.
Create and maintain the following board structure:
Campaigns / New Leads
Hot Leads
Deals
DNC (Do Not Contact)
Retarget
Configure automation rules for lead movement between boards.
Ensure all Property Radar data transfers seamlessly between stages, including:
Contact information
Property details
Lender information
Additional lead attributes

Constant Contact Automation

Build automated email drip campaigns for:
New leads
Existing prospects
Retarget campaigns
Configure automated follow-up sequences based on lead status.
Develop trigger-based email workflows tied to Monday.com board activity.
Support campaign segmentation and audience management.

SalesGod CRM Automation

Configure text message drip campaigns.
Coordinate text outreach sequences with Constant Contact email campaigns.
Implement automated retargeting workflows for inactive leads.
Ensure communications remain synchronized across platforms.

Lead Retargeting System

Develop a workflow that:
Automatically enrolls new contacts into email campaigns.
Moves engaged prospects into the Deal Board.
Monitors Deal Board activity and deadlines.
Automatically transfers inactive prospects to Retarget campaigns after predefined timeframes.
Build automation around document collection and lead progression.

Deal Board Automation

Configure automated communications based on required milestones:

Stips (Required Documents)

If status is marked "No":
Trigger automated follow-up emails every 2 days.
Stop communication once status changes to "Yes."
Automatically move leads to Retarget after 14 days if unresolved.

Pictures

If status is marked "No":
Trigger daily follow-up emails.
Stop communication once status changes to "Yes."

Zapier Development

Build and maintain integrations between:
Monday.com
Constant Contact
SalesGod CRM
Dash Notify
Esendex
Migrate existing automation workflows from Make.com to Zapier where appropriate.
Troubleshoot and optimize existing integrations.

QualificationsRequired

Strong experience with Zapier automation development.
Advanced knowledge of Monday.com workflows and automations.
Experience with email marketing platforms, preferably Constant Contact.
CRM automation and lead nurturing experience.
Ability to document workflows and recommend process improvements.

Preferred

Experience with SalesGod CRM.
Experience with Dash Notify and Esendex integrations.
Previous work building lead-generation and retargeting systems.
Experience migrating workflows from Make.com to Zapier.

Project Goals

The primary objective is to create a streamlined lead management and retargeting ecosystem that:

Improves lead conversion rates.
Reduces manual follow-up.
Automates email and text communication.
Creates clear movement between lead stages.
Maximizes long-term engagement through retargeting campaigns.

Engagement Type

Contract / Project-Based
Remote
Flexible Schedule

Please include examples of previous automation projects, Zapier integrations, and CRM workflow implementations when applying.

Pay: $56,847.82 - $68,461.88 per year

Benefits:

Flexible schedule

Work Location: Remote

Quick Apply

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