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Automation & Implementation Lead
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-08-15
Listing for:
Pinecrest Group
Full Time
position Listed on 2026-08-15
Job specializations:
-
Business
Business Systems & Technology Analysis, Change Management, CRM Systems & Management, Business Analyst
Job Description & How to Apply Below
This is a high-ownership product and execution role focused on turning vision into structured, implemented systems across the company.
You will serve as the bridge between leadership, engineering, and every department — ensuring that what is built is not only correct, but adopted, understood, and operationalized. You will own the evolution and company-wide adoption of as a core operational platform.
You will work closely with Eli on both large and small initiatives, owning execution from idea through rollout.
This is not a coordination role. It is an ownership role.
Core Responsibilities Product & Project Ownership- Translate leadership vision into clear product requirements and execution plans
- Own projects end-to-end from discovery through implementation and iteration
- Prioritize initiatives based on impact, feasibility, and business needs
- Ensure systems and tools are implemented effectively across sales, ops, onboarding, and finance
- Design rollout strategies, training frameworks, and documentation
- Maintain a real-time pulse on what teams need and how they operate
- Drive accountability around usage and system adherence
- Partner closely with engineering to ensure builds align with real-world needs
- Write clear requirements and translate business logic into system workflows
- Create feedback loops to continuously improve systems
- Build process maps, documentation, and workflows that drive consistency
- Identify inefficiencies and implement structured solutions
- Serve as a central point for complex project execution and system alignment
- Own company-wide structure, optimization, and adoption of
- Design workflows, automations, and board structures that reflect real operations
- Ensure consistency, visibility, and scalability across all teams using Monday
- Continuously refine system architecture as the company grows
- Own and organize Google Drive and internal system architecture, ensuring information is structured, accessible, and aligned across teams
- Serve as a central owner across all operational systems (including CRM environments), maintaining consistency, clarity, and alignment between platforms
- Cross-department workflows are aligned, visible, and scalable
- Projects move from idea to execution quickly and with clarity
- Teams are trained, confident, and operating effectively within systems
- Leadership gains leverage through organized, reliable execution
- becomes a fully adopted, structured, and trusted operational system across the company
- Core systems (Monday, CRM, and Google Drive etc.) operate as a unified, reliable source of truth, with clear structure, high adoption, and minimal friction across teams
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