CRM Analyst - Digital Marketing

Marketing Agency | 100% remote position | PJ (Pessoa Jurídica) contract model. We are looking for a CRM Automation Specialist to build, implement, and optimize CRM workflows, automations, pipelines, and funnel sequences for our clients. This role is focused on turning client sales and follow-up processes into structured, functional CRM systems. We are looking for someone who is hands-on, detail-oriented, and experienced in building automations, managing lead flow, and supporting conversion-focused funnels across platforms such as GoHighLevel, HubSpot, ActiveCampaign, Keap, or similar tools with strong pipeline and workflow automation capabilities.

Your Responsibilities Build and maintain CRM workflows, automations, forms, calendars, and funnel structures Set up and manage pipeline stages based on each client’s sales process, including lead follow-up, appointment booking, no-show/cancel, re-engagement, nurture, won/lost, and disqualification stages Create and manage email and SMS sequences with the correct timing, wait steps, conditions, tags, and removal logic based on lead actions and funnel behavior Implement appointment workflows such as confirmations, reminders, reschedule flows, and no-show recovery Manage tags, custom fields, opportunity updates, internal notifications, and tasks to keep lead tracking organized and actionable Review and troubleshoot workflow issues, automation conflicts, contact flow errors, and delivery problems Monitor CRM and funnel performance, identify bottlenecks, and recommend improvements to workflow logic and follow-up structure Work closely with Account Managers and internal teams to align CRM builds with client goals and campaign strategy Document workflow logic and setup structure clearly for internal visibility and scalability Join client calls when needed to explain CRM setups and automation logic in a clear and simple way

The Ideal Candidate Should Have Hands-on experience building automations and workflows

in platforms such as

GoHighLevel

, HubSpot, ActiveCampaign, Keap, or similar tools Strong understanding of CRM workflows, pipelines, automations, lead nurturing, and funnel progression Experience building appointment-based funnels, reminders, follow-up sequences, and re-engagement flows Ability to work with tags, conditions, wait steps, opportunity movement, and lifecycle-based automations Ability to troubleshoot workflow, integration, and automation issues Strong organization and attention to detail Advanced English

Nice to Have Experience with A2P 10DLC Experience with Zapier, Make, or n8n Agency experience Experience with landing page and form integrations