On-site Automation & CRM Specialist - Workflow Designer
Listed on 2026-10-17
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IT/Tech
CRM Systems & Management, AI Business & Operations
Whitman Advisory Job Community is seeking a Technology & Automation Coordinator for our Roseland, NJ office. This role focuses on automating workflows, integrating systems, and optimizing CRM platforms to support firm operations across departments.
The ideal candidate has 2–5 years’ experience with CRM systems, Power Automate, Zapier, and data reporting. You will manage Hub Spot, SharePoint, and MS 365 while improving data quality and user adoption.
This role, On-site Automation & CRM Specialist
- Workflow Designer at Whitman Advisory Job Community, could be your next move.
Are you ready to take on the On-site Automation & CRM Specialist
- Workflow Designer role at Whitman Advisory Job Community?
We would love to welcome a new On-site Automation & CRM Specialist
- Workflow Designer to our organisation in Roseland, NJ, United States.
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