CRM, Data & Automation Specialist

JOB OBJECTIVE:

Design, implement, and maintain Ever Kind’s AI-first CRM infrastructure to support operations, marketing, and compliance across all departments. Structure data for accessibility, scalability, and AI-driven decision-making while automating key workflows to drive efficiency and lead generation.

STRATEGIC RESPONSIBILITIES:

Phase 1: Infrastructure & Market Intelligence:

• Develop and structure databases for: Locations, RAL Facilities, Marketing, Caregivers, Leads, Staff, Clients & Residents, Daily Operations (Logs) and more.
• Select and begin implementation of CRM system with strong AI and automation integration.
• Evaluate all 50 U.S. states for business viability.
• Identify high-potential counties aligned with Ever Kind’s RAL model.
• Pinpoint target cities for launch within qualified counties.
• Create comprehensive process maps for standard operating procedure (SOP) manuals.

Phase 2: Automation & Optimization:

• Achieve 100% CRM deployment across all business functions.
• Automate all repetitive and operational workflows.
• Integrate AI into daily systems and decision-making wherever applicable.
• Manage Meta and Google advertising campaigns for: Resident lead generation and Caregiver recruitment
• Strengthen lead management pipelines across CRM-integrated systems.
• 3 years of experience in CRM implementation and data-driven automation.

BENEFITS:

• Major Medical Insurance
• Dental insurance
• Vision insurance
• Life insurance policy
• Professional development
• Food vouchers