CRM Automation & Project Workflow Specialist - EST Hours (Remote)

ISTA Personnel Solutions is a dynamic and fast-growing BPO company. We are not a recruitment agency — we operate as a dedicated extension of our U.S.-based clients’ teams, delivering high-quality service with precision, efficiency, and a personal touch.

Our U.S. Client is looking for a highly skilled CRM (HubSpot) Automation & Project Workflow Specialist to support an international client team based in the United States.

The successful candidate will be responsible for creating, managing, and optimizing automations and workflows within HubSpot and connected platforms.

The focus is on operational and process automation rather than marketing. You will work with the client’s team to understand their processes and translate them into structured, automated workflows that connect CRM data, third-party systems, and project management tools.

The work will initially involve simple to medium-level workflows (task automation, notifications, data updates) and may expand to more advanced projects such as API integrations, custom workflows, and cross-platform automations.

PLEASE NOTE:

• Working Hours: This role requires you to work EST hours Mon - Fri from 9am to 6pm EST (15h00 to midnight South African time - subject to change in accordance with daylight savings in the United States).
• You will be required to work on both South African and US public holidays (compensation for SA public holidays in accordance with the BCEA)
• Internet Requirements: A fixed fibre line with a minimum speed of 25 Mbps (upload & download) and the ability to support a wired Ethernet connection is mandatory. Applicants without a fixed fibre line cannot be considered.
• Power Backup: A reliable power backup solution is required to manage load shedding and power outages. Applicants without a power backup cannot be considered.
• Work Environment: This is a fully remote working role.

Key Responsibilities

• Build and maintain automations within HubSpot and related tools.
• Connect HubSpot with 3rd-party platforms via Zapier, Make (Integromat), or API connections.
• Create and manage task and project workflows in Monday.com, ClickUp, Asana, or similar tools.
• Understand and document business processes to translate them into automation logic.
• Ensure data accuracy, consistency, and proper flow between integrated systems.
• Test, troubleshoot, and optimize workflows for efficiency.
• Collaborate remotely with the U.S.-based team and provide proactive suggestions for improvement.

Requirements

• Experience with HubSpot, Salesforce, Zoho CRM, Pipedrive, or similar CRM systems.
• Knowledge of automation tools such as Zapier, Make (Integromat), or native integrations.
• Experience using project management platforms (e.g., Monday.com, Asana, ClickUp, or Trello).
• Strong logical thinking and understanding of if/then workflow logic.
• Analytical, detail-oriented, and problem-solving mindset.
• Excellent written and verbal English communication.
• Comfortable working independently and managing multiple projects.

If you are not contacted within 14 working days, please consider your application unsuccessful.