Remote CRM Migration and Automation Specialist for Biotechnology Company

# Remote CRM Migration and Automation Specialist for Biotechnology Company

> Pearl · Mexico City, Mexico (Remote) · Full-time · Posted 2026-06-18

**Workplace:** remote

**Department:** Technical

## Description

**Work From Anywhere in LATAM or the Philippines**

**Work Schedule:** 9:00 AM - 5:00 PM EST |US Timezone (Flexible) | Overlap with US business hours\]

**About Pearl Talent**

Pearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund.

_Hear why we exist, what we believe in, and who we're building for:_ [_Watch here_](https://www.loom.com/share/863b8e426e6d48309aa8f4ea4c1c94cd)

**About the Client**

A biotechnology company specializing in personal stem cell banking is looking for a Business Systems Manager to lead a full CRM migration and take ownership of the organization's core business systems.

The company recently changed ownership and is modernizing its technology stack from the ground up, moving away from a fragmented, developer-dependent setup toward systems it can own internally. It's a lean organization in active build-out mode, with room for someone to shape how the business runs operationally.

**About the Role**

You'll lead the migration of the CRM from Salesforce to HubSpot or Zoho, coordinating with existing developers throughout the transition and building a system that fits sales, front office, and operational workflows. You'll also take ownership of two systems built by external developers — a lab information management system (LIMS) and a patient database — learning them during handoff and becoming their long-term internal owner, while maintaining integration with an existing client portal.

Success means becoming the go-to internal owner for all business systems: a completed CRM migration adopted by the team, stable LIMS and patient database systems with no production issues, and a track record of proactively identifying and implementing integrations that improve how the front office and operations teams work.

**Core Responsibilities**

CRM Migration & Ownership

• Lead the migration of the CRM from Salesforce to HubSpot or Zoho, coordinating with existing developers throughout the transition
• Build out the new CRM platform to match sales, front office, and operational workflows
• Maintain integration between the CRM and the client-facing portal throughout the migration
• Own CRM administration, configuration, and user support after go-live

Systems Integration & Technical Ownership

• Take over maintenance of the lab information management system (LIMS) following handoff from the development team
• Manage the patient database system, coordinating with developers on updates as needed
• Identify and implement new system integrations based on team needs
• Troubleshoot technical issues across the CRM, portal, LIMS, and database systems

Front Office Systems Support

• Build and configure tools that improve front office operational efficiency
• Provide responsive support to the front office team for system-related requests
• Develop solutions for recurring operational pain points

Vendor & Developer Coordination

• Coordinate with the development team on system handoffs for the LIMS and patient database
• Work alongside existing CRM developers during the migration period
• Manage future systems vendor relationships as they arise

## Requirements

Must-Have

• 2+ years of hands-on Salesforce administration, including configuration (not only end-user usage)
• At least one completed CRM migration or re-platforming project (Salesforce to HubSpot, Salesforce to Zoho, or equivalent)
• Working, admin-level experience with HubSpot or Zoho
• Experience integrating systems via API tools or middleware (Zapier, Make, or custom API integrations)
• 4–8 years of total experience in CRM administration, business systems, or sales/marketing operations
• Demonstrated end-to-end ownership of a CRM or business system, not a support/team role
• B2 English (CEFR) for clear internal communication with US-based leadership and cross-functional teams

Nice-to-Have

• Experience with LIMS (Laboratory Information Management System) or scientific/lab data systems
• Exposure to Heroku or similar cloud platforms for portal integrations
• Healthcare, biotech, or life sciences industry experience, including HIPAA awareness
• Experience supporting front office or sales operations teams
• Background at a lean or bootstrapped company (20–500 employees) with broad, hands-on ownership[](https://www.loom.com/share/863b8e426e6d48309aa8f4ea4c1c94cd)

## Benefits

• **Competitive Salary:** Based on experience and skills
• **Remote Work:** Fully remote—work from anywhere
• **Team Incentives:** Recognition for maintaining 100% CRM hygiene and on-time reporting
• **Generous PTO:** In accordance with company policy
• **Health Coverage for PH-based talents:** HMO coverage after 3 months for full-time employees
• **Direct Mentorship:** Guidance from international industry experts
• **Learning & Development:** Ongoing access to resources for professional growth
• **Global Networking:** Connect with professionals worldwide

### **Our Recruitment Process**

1. Application
2. Screening
3. Skills Assessment
4. Topgrading Interview
5. Client Interview
6. Job Offer
7. Client Onboarding

### **Ready to Join Us?**

If you’re empathetic, organized, and passionate about improving patient experiences through operational excellence, this role is for you. Apply now to help make specialized healthcare more accessible to patients across the U.S.

## Apply

[Apply at Pearl](https://apply.workable.com/pearltalent/j/D4FC7FC7DE/apply)

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