AI WORKFLOW AUTOMATION & CRM SYSTEMS ARCHITECT AI

Agents | HubSpot | Apollo | n8n | Make | APIs | CRM | Large-Scale Data |

Website & Business Automation Location:

United States

•

Remote Position:

Full-Time /

Long-Term Opportunity Company:

U.S

•

Based Private Business Employment:

Direct Hire / Contract-to-Hire Considered

ABOUT THE POSITION A U.S

• based private company is seeking an exceptional AI Workflow Automation & CRM Systems Architect to help design, build, integrate and continuously improve the technology infrastructure behind a confidential national business initiative.

We are looking for someone who can help us create a highly automated organization capable of operating nationally while minimizing unnecessary manual administrative work. For competitive and confidentiality reasons, information concerning the company's specific industry, business model, products, services, target customers and commercial strategy will not be disclosed in this public job advertisement. Candidates do not need to know our specific industry to apply. Initial candidate evaluation will be based upon:

• Technical ability
• AI automation experience
• CRM experience
• Systems architecture experience
• Data-management experience
• API and integration experience
• Problem-solving ability
• Previous projects
• Ability to build reliable systems
• Ability to control technology costs
• Ability to document and maintain systems

THIS IS NOT A TRADITIONAL IT POSITION

This is NOT a traditional IT support position. This is NOT simply a CRM administrator position. This is NOT simply a website-development position. This is NOT a traditional marketing position. This is NOT a position for someone whose AI experience primarily consists of using ChatGPT or completing online AI courses. We want someone who has personally designed and built functioning business automation systems.

WHAT WE ARE LOOKING FOR

We want someone capable of connecting AI

+ Workflow Automation

+ CRM

+ Large Business Databases

+ Sales Automation

+ Websites

+ APIs

+ Communications

+ Online Transactions

+ Reporting into an integrated business technology infrastructure. The successful candidate should be comfortable looking at a business process and asking: "Why are people doing this manually, and how can we automate it?"

PRIMARY RESPONSIBILITIES

• Design the overall automation architecture
• Configure and integrate CRM systems
• Build AI-enabled and conventional workflows
• Integrate business databases and websites with back-end systems
• Integrate payment systems
• Connect applications through APIs
• Develop AI agents where appropriate
• Automate incoming and outgoing communications
• Automate data processing, CRM updates, lead routing and task creation
• Automate reporting
• Develop monitoring and error-handling procedures
• Document critical workflows
• Continuously improve the technology infrastructure

AI WORKFLOW AUTOMATION

Potential projects may involve: Business Data

• > CRM
• > Automated Outreach
• > Response Processing
• > AI Analysis
• > Qualification
• > Follow-Up
• > Sales Activity
• > Online Transaction
• > Internal Workflow
• > Customer Communication
• > Reporting This is provided solely as a technical example and does not describe our actual business model.

Potential AI applications include processing incoming emails, classifying communications, extracting information from documents, structuring unstructured data, summarizing communications, identifying important responses and opportunities, updating CRM records, creating tasks, routing requests, preparing follow-up communications, assisting sales and administrative personnel, analyzing data, generating reports, searching internal knowledge, AI-assisted customer communication and multi-step AI agents.

AI AGENTS

We are particularly interested in candidates with practical experience developing or integrating AI agents capable of receiving information, understanding context, retrieving information, making classifications, performing approved actions, updating systems, creating tasks, communicating with software, escalating issues to humans and maintaining appropriate logs. Human-in-the-loop AI experience is valuable.

CRM ARCHITECTURE

Experience with HubSpot is particularly valuable. Candidates should understand CRM architecture, company/contact records, custom fields, data relationships, pipelines, lead/contact management, activity tracking, workflows, email/task automation, lead scoring, reporting, dashboards, permissions, integrations, imports/exports and data governance.

APOLLO & SALES INTELLIGENCE

Experience with Apollo or comparable platforms is highly desirable, including prospect research, business contacts, emails, phone numbers, company information, enrichment, segmentation, lists, sequences, CRM synchronization, lead routing, exports/imports, API integrations and enrichment workflows.

LARGE-SCALE BUSINESS DATA

Experience managing large U.S. contact/company databases is extremely valuable, including:

• Large data imports
• Data cleaning and deduplication
• Data enrichment and email verification
• Company/contact matching and segmentation
• Data normalization and synchronization
• Suppression lists
• Bounce and unsubscribe management
• Email deliverability
• Data-quality monitoring
• CRM data governance

DUPLICATE PREVENTION & DATA QUALITY

Systems should identify duplicate people, companies, business locations, emails, telephone numbers, website domains and CRM records. The candidate should understand how to establish a master data structure that identifies previously acquired records and prevents unnecessary duplicate purchases, imports and communications.

WEBSITE & BACK-END INTEGRATION

Candidates must understand integrations such as: Website

• > Forms
• > Database
• > CRM
• > Automation
• > Communications
• > Payment Processing
• > Internal Systems Potential integrations include contact forms, customer accounts, online forms, data collection, document uploads, online transactions, payment processing, appointment scheduling, automated confirmations, communications, internal notifications, CRM creation/updates, APIs and webhooks.

TECHNOLOGY EXPERIENCE

Strong experience with several of the following is desirable:

• n8n
• Make
• Zapier
• HubSpot
• Apollo
• OpenAI and other LLM APIs
• AI agents
• REST APIs, Webhooks and JSON
• Database integrations / SQL
• Automated email and document processing
• Automated reporting
• Website and payment integrations
• WordPress / Webflow
• Stripe or comparable payment technology
• Cloud databases
• Reporting and analytics

WE WANT A BUILDER

We want someone who can

DESIGN IT, BUILD IT, TEST IT, DOCUMENT IT, MONITOR

IT and

IMPROVE IT.

The candidate should be able to understand objectives, map processes, identify unnecessary manual steps, design improved workflows, determine data ownership, establish triggers, build integrations, connect APIs, implement AI appropriately, create error handling, test, document, monitor and improve systems.

WE DON'T WANT AI USED EVERYWHERE

An experienced architect understands that conventional automation, database rules or API integrations may sometimes be faster, less expensive, more predictable, more secure and easier to maintain than

AI. SYSTEM RELIABILITY

Candidates should understand error handling, failed-workflow alerts, logging, retry procedures, API failures, rate limits, data validation, monitoring, backups, change management and documentation. We want to know when something fails before it becomes a business problem.

SECURITY & CONFIDENTIALITY

Confidentiality is extremely important. The successful candidate may eventually access proprietary business information, internal systems, CRM information, business/customer data, technical architecture, workflows, API credentials and internal documentation. Selected candidates may be required to execute appropriate confidentiality and intellectual-property agreements before receiving certain proprietary business information.

DOCUMENTATION IS REQUIRED

Every significant automation should document its purpose, trigger, systems involved, inputs, outputs, APIs, access requirements, error handling, dependencies and maintenance requirements.

LONG-TERM OPPORTUNITY

This is not intended to be a short-term freelance assignment. We want someone who can become an important long-term technical member of our organization as the operation grows nationally.

IMPORTANT

• DO

NOT SEND ONLY A RESUME

We want evidence of what you have actually built. Applications containing examples of functioning systems and automations will receive greater consideration. Remove confidential information belonging to previous employers or clients.

FIVE QUESTIONS

• ALL

APPLICANTS MUST ANSWERQUESTION 1

• YOUR

BEST AI/AUTOMATION SYSTEM

Describe the most sophisticated AI or workflow automation system you personally designed and built.

• What business problem did it solve?
• What platforms did you use?
• What did you personally build?
• What APIs were involved?
• Where was AI used?
• How much manual work did it eliminate?
• How many users/records/transactions did it support?
• Is it still operating?

QUESTION 2

• n8n vs.

MAKE vs. ZAPIER If a U.S. company expects substantial national growth and wants to automate a significant portion of sales and administrative operations, would you primarily use n8n, Make, Zapier or another technology? Explain scalability, reliability, flexibility, API/AI capabilities, security, maintenance and cost. We want to understand how you think.

QUESTION 3

• SYSTEM

INTEGRATION

Describe the most sophisticated system you personally built involving several of: Website

• > CRM
• > Database
• > Automation
• > Email
• > Payment
• > Internal Workflow Explain systems involved, data movement, triggers, duplicate prevention, failure handling, monitoring and what you personally built.

QUESTION 4

• HUBSPOT & APOLLO Describe your hands-on HubSpot and Apollo experience.

Tell us what you personally configured, integrated, automated, imported, built or managed. If you prefer alternatives, explain what and why.

QUESTION 5

• COMPENSATION & AVAILABILITY Provide:
• Desired annual compensation and/or hourly/contract rate
• Full-time, contract or contract-to-hire preference
• Hours available per week
• State of residence
• Current employment status
• Earliest available starting date

WHAT TO SEND WITH YOUR APPLICATION

• Resume/CV
• LinkedIn profile
• Portfolio, if available
• Examples of AI automations and CRM systems
• n8n, Make and Zapier workflow examples
• API integration examples
• HubSpot and Apollo examples
• Workflow diagrams/screenshots
• Demonstration videos, if available
• Professional references, if available
• Answers to all five questions
• Compensation expectations
• Availability and earliest starting date Do not disclose confidential or proprietary information belonging to another employer or client.

PAID TECHNICAL EVALUATION FOR FINALISTS

Strong finalists may be invited to complete a small paid technical evaluation using an intentionally fictional business scenario unrelated to our actual industry or business model.

SAMPLE:

A national commercial office-coffee equipment company has 75,000 business prospects, multiple contacts and locations, sales representatives, automated outreach, online quote requests, appointment scheduling, online ordering, payments, customer communications and service requests.

Design:

Business Database

• > Data Verification
• > CRM
• > Outreach
• > Response Processing
• > AI Qualification
• > Sales Follow-Up
• > Appointment
• > Quote
• > Online Transaction
• > Payment
• > Internal Processing
• > Customer Communication
• > Reporting Explain data ownership, CRM and automation choices, where AI should/shouldn't be used, duplicate prevention, failed-workflow handling, monitoring, credential security, 10x growth, approximate monthly technology cost and what you can personally build.

This fictional exercise does not describe the hiring company's actual business.

HOW TO APPLY

Please email your application directly to: Eric@1chs.net

EMAIL SUBJECT U.S. AI

Automation & CRM Position

• [Your Name] Your application should include your resume/CV, relevant examples and answers to all five questions.

We are looking for someone who can design it, build it, automate it, document it and help us scale it.

Pay:

$55,000.00

• $175,000.

00 per year

Benefits:

Flexible schedule

Work Location:

In person