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Pipedrive CRM & Automation Consultant

Pipedrive CRM & Automation Consultant

HuzzleZA
4 days ago
Job type
  • Remote
  • Quick Apply
Job description

Job Type : Part-time (10–20 hours / week, potential to scale to full-time)

Location : Remote (Must overlap with some UK business hours)

About Huzzle

At Huzzle, we connect high-performing professionals with global companies across the UK, US, Canada, Europe, and Australia. Our clients include startups, digital agencies, and tech platforms in industries like SaaS, MarTech, FinTech, and EdTech. We match top talent to full-time remote roles where they’re hired directly into client teams and provided ongoing support by Huzzle.

About the Company

Our client is a UK-based, fully remote, forward-thinking no-code consultancy helping fast-growing businesses streamline operations through automation, AI, and system design. Specializing in tools like Zapier, Pipedrive, and SmartSuite, they work with scale-ups and enterprise teams to deliver people-first automation and digital enablement solutions. The team is dynamic, international, and passionate about pushing the boundaries of the no-code and AI revolution.

We’re hiring a Pipedrive CRM & Automation Consultant to work directly with clients to design, implement, and optimise CRM systems and automation workflows. You’ll work with Pipedrive, Zapier, and related tools to help clients transform how they manage sales processes and customer journeys. This is a client-facing, hands-on consulting role ideal for someone with a technical mindset and a passion for system design and scalable automation.

Key Responsibilities

  • CRM Architecture & Optimisation : Configure, customise, and improve client CRM setups, primarily in Pipedrive.
  • Automation Design & Delivery : Build reliable workflows using Zapier, Make, and other no-code tools.
  • Sales Process Consulting : Guide clients on pipeline management, lead tracking, activity logging, and sales ops best practices.
  • System Integration : Connect CRMs with external tools via APIs, webhooks, or integration platforms.
  • Documentation & Reporting : Create process documentation, automation blueprints, and training materials.
  • Training & Enablement : Deliver training sessions to clients and ensure long-term user adoption.
  • Customer Success : Maintain excellent client communication and proactively address questions or issues.

Our Hiring Process :

  • Submit Your Application
  • Video Interview (15 min max)
  • Final Face-to-Face Interview
  • Successful candidates are admitted to our community, gaining access to exclusive opportunities.
  • We match you with a client for a final interview

    • Please note : by applying and completing our interview process, you’ll be considered for this and all future global opportunities that match your skills - no need to apply multiple times!

    Requirements

  • 3+ years of experience in consulting, operations, or sales tech roles using Pipedrive and Zapier
  • Deep familiarity with CRM configuration, workflow automation, and sales pipeline management
  • Excellent communication skills in English, especially for client-facing interactions
  • Prior experience working with B2B SMEs, preferably in operations, RevOps, or sales consulting
  • Proven ability to build scalable, robust automation across platforms
  • Strong attention to detail, accountability, and delivery orientation
  • Confident in running client training sessions and translating technical processes to non-technical users
  • Reliable internet connection and ability to work during some UK business hours

    • Bonus Skills (Nice to Have)

  • Experience with HubSpot , ActiveCampaign , or other CRMs
  • Familiarity with SmartSuite , ClickUp , Airtable , or Make
  • Understanding of lead gen platforms like Apollo, Dripify, or Clay
  • API / webhook knowledge and ability to follow technical documentation
  • Experience using Zapier’s AI tools or building no-code AI Agents
  • Process mapping, project management, or business analysis skills
  • Passion for generative AI, AI automation, and operational tech strategy

    • Benefits

    💻 Fully Remote : Work from anywhere

    🚀 Career Growth : Join companies in SaaS, MarTech, and B2B services

    🤝 Peer Community : Connect with high-performing sales professionals in our network

    🧭 Ongoing Support : Receive guidance from Huzzle before and after placement

    💰 Tailored Compensation : Salaries vary by client and candidate preference — we’ll match you with options that fit your goals

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