CRM & Pipedrive Automation Manager

We are seeking a CRM & Pipedrive Automation Manager to own the design, implementation, and optimization of our CRM workflows. This role ensures that marketing (FluentCRM/WordPress) and sales (Pipedrive) are seamlessly connected, enabling smooth lead handoff, pipeline visibility, and automation that improves conversion and efficiency.

Key Responsibilities
CRM Management
Oversee daily operations of Pipedrive CRM, ensuring data accuracy, clean pipelines, and optimized workflows.
Manage integrations between Pipedrive, FluentCRM (WordPress), and other business tools.
Maintain contact, deal, and activity records with consistent naming and tagging conventions.
Automation & Process Optimization
Design and implement automation rules to streamline lead qualification, deal creation, pipeline progression, and follow-ups.
Connect marketing automation (FluentCRM) with sales pipeline (Pipedrive) using WP Fusion, Zapier, or webhooks.
Monitor and troubleshoot workflows, ensuring smooth data flow across platforms.
Sales Enablement & Reporting
Create dashboards and reports in Pipedrive for forecasting, pipeline health, and sales performance.
Train and support the sales team on CRM usage, automation, and best practices.
Provide insights to marketing on campaign-to-revenue attribution.
Quality & Compliance
Enforce data hygiene practices and manage duplicate prevention.
Ensure CRM processes align with GDPR and data privacy regulations.

Skills & Qualifications
Proven experience managing Pipedrive CRM and sales automation tools.
Familiarity with WordPress / FluentCRM (or similar marketing automation systems).
Strong knowledge of workflow automation (Zapier, WP Fusion, Make, etc.).
Analytical mindset — ability to translate sales/marketing processes into measurable CRM workflows.
Excellent communication skills for cross-team collaboration (sales + marketing).
Bonus: Experience with eCommerce (WooCommerce), online booking systems, or SaaS sales environments.

Success in this Role Looks Like
Smooth lead handoff from marketing to sales.
Accurate and updated pipelines with clear reporting.
Sales team spends more time selling, less time on manual admin.
Marketing can see attribution from campaigns to closed deals.

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