FocalPoint
CRM Migration & Automation Specialist
Canada · Contract
Sponsorship not specifiedDetected 20 days ago
JavaScriptPythonProject ManagementHubSpotCRMSalesPipeline ManagementCommunicationProblem Solving
About the role
- This role will begin as a 6-month contractor engagement, with the possibility of extension as we continue to evolve our CRM, automation, and systems infrastructure.
- CRM Audit, Migration & Rebuild Audit existing HubSpot workflows, forms, fields, pipelines, triggers, lists, tags, and automations.
- Rebuild CRM workflows, pipeline automations, forms, fields, triggers, and system logic in GoHighLevel.
Responsibilities
- Document how the current HubSpot setup works before rebuilding or changing workflows.
- Support the migration and rebuild from HubSpot to GoHighLevel.
- Validate migrated data, fields, pipelines, workflows, automations, and user-facing CRM setup.
- Support post-launch checks after CRM migration, workflow updates, or automation changes.
- Review sales pipeline automations to confirm leads, opportunities, follow-ups, reminders, notifications, and stage changes work correctly.
- Test stage movement, task creation, lead routing, field updates, reminders, and follow-up actions.
- Integration Support
- Support integrations across GoHighLevel, HubSpot, Zapier, Make.com, monday.com, APIs, and webhooks.
- Support smaller integration-related tasks that do not require full developer involvement.
- Document integration logic, field mapping, data flow, and known risks before launch.
Requirements
- Experience working with GoHighLevel.
- Experience working with HubSpot.
- Experience supporting CRM migrations, especially from HubSpot to GoHighLevel.
- Experience with Zapier, Make.com, and Monday.com.
- Strong understanding of automation logic, CRM processes, sales pipeline automations, and business workflows.
- Experience documenting workflows, requirements, and process steps.
- Experience testing workflows, automations, integrations, and CRM processes.
- Ability to identify missing requirements, risks, and edge cases.
- Ability to work with both technical and non-technical teams.
- The ideal candidate should have a technical background or strong hands-on experience with systems, automations, integrations, software, or a related field.
Nice to have
- Experience with CRM implementation projects.
- Experience with data migration and data validation.
- Experience reviewing or optimizing sales pipeline automations.
- Experience with API integrations and webhooks.
- Experience with project management tools.
- Experience with process mapping and workflow documentation.
- Basic programming or scripting knowledge, such as JavaScript, Python, or similar.
- Experience supporting software or automation projects through implementation.
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This listing is sourced directly from FocalPoint's careers page and normalized into a canonical job model.