Seeking a Panel Systems Manager to oversee and optimize CRM systems, workflows, and automations supporting the full panelist lifecycle. Responsibilities include administering and optimizing CRM platforms, designing scalable workflows, developing AI-powered automations, managing integrations, troubleshooting, and ensuring compliance with policies and standards. Requires 3-7 years experience in CRM administration or related technical operations, hands-on experience with CRM platforms, workflow automations, AI tools, APIs, and strong analytical and communication skills. Benefits include fully paid health insurance, paid parental leave, and unlimited PTO. Salary range $100,000 - $130,000. Location: Boston, Massachusetts, United States.
What you'll do
Own the administration, configuration, and ongoing optimization of the organization's CRM platform and panel management systems
Design, build, and maintain scalable workflows and automations supporting the full panelist lifecycle including recruitment, onboarding, engagement, retention, support, and offboarding
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Develop AI-powered workflows and intelligent automations to improve operational efficiency, reduce manual processes, enhance support operations, and optimize panel management
Partner with cross-functional stakeholders to identify operational challenges and translate business requirements into scalable system solutions
Monitor system performance, workflow effectiveness, and data quality, proactively identifying opportunities for improvement
Create and maintain dashboards, reports, documentation, and process maps to support operational visibility and decision-making
Manage integrations between CRM platforms, internal databases, and third-party applications using APIs and automation tools
Troubleshoot system issues, investigate workflow failures, and provide technical support for operational teams
Recommend and implement continuous process improvements that enhance scalability, operational efficiency, and the panelist experience
Ensure system configurations, workflows, and data management practices align with organizational policies, security standards, and compliance requirements
Requirements
3–7 years of experience in CRM administration, systems management, operations technology, or a related technical operations role
Hands-on experience administering CRM platforms and building workflow automations
Experience designing scalable operational processes and lifecycle automations
Experience with AI tools, automation platforms, and intelligent workflow solutions
Experience working with APIs, system integrations, or low-code/no-code automation platforms
Strong analytical, troubleshooting, and problem-solving skills
Ability to manage multiple priorities and projects independently
Excellent communication and cross-functional collaboration skills
