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Automation & Implementation Lead

Job in Dallas, Dallas County, Texas, 75215, USA
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
Salary/Wage Range or Industry Benchmark: 120000 - 160000 USD Yearly USD 120000.00 160000.00 YEAR
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
Cross-Department Implementation
  • 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
Operational Infrastructure
  • 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
& Systems Ownership
  • 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
What Success Looks Like (First 6-12 Months)
  • 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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