Tech/Data Assistant

Job description

Creating and managing automations in Zapier Make changes and additions to Close CRM. Monitor multiple software systems for errors, bugs, and gaps Streamline and revamp internal software and integrations Assist team members in restructuring their software systems (ClickUp, etc.) to enhance efficiency and align with the business needs, offering expert guidance throughout the implementation and optimization process. Stay updated with emerging technologies, including AI, and leverage new tools to build smarter software systems. Engage in continuous learning to expand knowledge and proficiency in relevant technologies and platforms. Create, update, and monitor tasks in our task management system as appropriate Build and maintain complicated but reliable automations using Zapier or Integromat Communicate with team members regularly via Slack, Email, or the occasional Zoom meeting Maintain systems diagrams for the team as their systems are built or changed Ensure that tasks are completed with quality control Previous experience in streamlining software systems and integrations. Strong attention to detail with the ability to work independently and keep projects on track. Proficiency in ClickUp, Zapier, Miro, and other relevant tools. Knowledge of CRM systems, sales pipelines, and the online coaching space is preferred Marketing background is preferred Excellent verbal and written communication with the ability to produce high-quality work under pressure Extremely proactive attitude with an ability to think outside the box to find workarounds when there are roadblocks Systems-minded, with an ability to spot inefficiencies and improve things as you go Quick learner with a think-on-your-feet attitude A commitment to high standards, excellence, team, and our clients All your information will be kept confidential according to EEO guidelines. We want to improve customer satisfaction by caring for them and finding + implementing ways to improve the customer journey. Our mission is to teach and educate customers on DeFi, and provide them with all the tools to leverage the Decentralized Ecosystem.