Job Title: Automation & CRM Systems Specialist
Location: Remote
The Opportunity
We are hiring a high-performing Automation & CRM Systems Specialist. This is a specialized technical role responsible for architecting the entire funding-to-impact infrastructure for non-profit clients—organizations scaling their funding, outreach, and operational systems through automation.
This role is ideal for technical systems builders who don’t just “manage CRMs,” but understand how to design and connect complex funding ecosystems (HubSpot, n8n, Zapier, Instantly, Candid, Grantable, Zeffy, Google Ad Grants, Looker Studio) to automate grant discovery, partnership development, donation flows, and impact reporting.
You must understand both technical execution and funding logic to ensure the systems you build actually drive measurable outcomes across grant acquisition, donor engagement, and organizational growth.
Work Model
Remote | Part Time / 6 Months Contract
What You’ll Own
• Build & Connect Funding Systems: Architect end-to-end nonprofit funding stacks including HubSpot CRM, automation workflows (n8n / Zapier), and integrations across Instantly, Zeffy, Google Ads, grant platforms, and reporting systems.
• Automate Funding Flow: Design and execute technical workflows that convert grant discovery, outreach, and donor engagement into structured funding pipelines and measurable revenue outcomes.
• System Optimization: Debug and optimize the entire technical ecosystem to ensure zero leakage across grant pipelines, outreach systems, and donation workflows.
• Technical Implementation: Deliver high-impact, ROI-focused system builds and demonstrations that translate funding strategies into functional automation systems for nonprofit leaders.
• CRM & Data Management: Ensure data flows correctly between CRM systems, outreach platforms, donation tools, and dashboards for accurate funding and performance reporting.
• Maintain System Health: Provide structured reporting on automation performance, workflow stability, and system uptime across all client environments.
• Partner with Client Success & Leadership: Work alongside consultants and leadership to translate funding strategies into functional, AI-powered technical systems across all four funding pillars.