Tech/Data Assistant

• Creating and managing automations in Zapier
• Make changes and additions to Close CRM.
• Monitor multiple software systems for errors, bugs, and gaps
• Streamline and revamp internal software and integrations
• Assist team members in restructuring their software systems (ClickUp, etc.) to enhance efficiency and align with the business needs, offering expert guidance throughout the implementation and optimization process.
• Stay updated with emerging technologies, including AI, and leverage new tools to build smarter software systems.
• Engage in continuous learning to expand knowledge and proficiency in relevant technologies and platforms.
• Create, update, and monitor tasks in our task management system as appropriate
• Build and maintain complicated but reliable automations using Zapier or Integromat
• Communicate with team members regularly via Slack, Email, or the occasional Zoom meeting
• Maintain systems diagrams for the team as their systems are built or changed
• Ensure that tasks are completed with quality control

• Previous experience in streamlining software systems and integrations.
• Strong attention to detail with the ability to work independently and keep projects on track.
• Proficiency in ClickUp, Zapier, Miro, and other relevant tools.
• Knowledge of CRM systems, sales pipelines, and the online coaching space is preferred
• Marketing background is preferred
• Excellent verbal and written communication with the ability to produce high-quality work under pressure
• Extremely proactive attitude with an ability to think outside the box to find workarounds when there are roadblocks
• Systems-minded, with an ability to spot inefficiencies and improve things as you go
• Quick learner with a think-on-your-feet attitude
• A commitment to high standards, excellence, team, and our clients

All your information will be kept confidential according to EEO guidelines.