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LG
Operations & Data Systems Specialist / Business Systems Coordinator
Leavitt Group · Boca Raton, FL, United States
About The Role
We're looking for a tech-savvy problem solver who enjoys finding inefficient processes and replacing them with smarter, automated solutions using AI, CRM systems, databases, and modern business software.
Responsibilities
- Manage and maintain CRM databases
- Build reports, dashboards, and KPI tracking
- Clean and validate large datasets
- Create advanced Google Sheets and Excel tools
- Develop AI-powered workflows and automations
- Automate repetitive office tasks
- Integrate software platforms using APIs, Zapier, or Make
- Support sales and operations with reporting and insights
- Document processes and create SOPs
- Identify and implement system improvements
Requirements
- Experience with CRM systems, workflows, automations, reporting, and data management
- Strong Google Workspace and Excel skills
- Daily user of AI tools such as ChatGPT, Claude, Gemini, or Copilot
- Highly organized, detail-oriented, and self-motivated
- Strong analytical and problem-solving abilities
- Excellent communication skills
Preferred Experience
- AI-powered dashboards
- CRM automations
- Google Sheets that eliminate manual work
- ChatGPT workflows
- Zapier/Make automations
- SQL reporting
- KPI dashboards
- Internal tools that improve efficiency
#LI-AH1
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