CRM Engineer

### Company Overview Voted #1 *EHR* by PC Mag, WRS Health delivers a fully integrated cloud based *EMR* and practice management solutions to its clients. We bring solutions to physicians by providing constant enhancement of our products and services including *EHR*, practice management, marketing, patient coordination and billing. ### Job Purpose and Role We are seeking an innovative Customer Relationship Management (CRM) Engineer who is passionate about building intelligent systems that transform marketing, sales, and customer engagement. This role is ideal for someone who thrives at the intersection of CRM architecture, *AI*, automation, and data science. You will lead the design and implementation of *AI*-powered workflows, autonomous agents, and scalable customer engagement processes that improve lead generation, qualification, nurturing, and sales execution. If you're excited about agentifying marketing and sales operations using *AI*, large language models, and advanced automation, we'd love to hear from you. ### Key Responsibilities: - Design, build, and optimize *AI*-driven marketing and sales workflows within HubSpot CRM. - Develop autonomous *AI* agents and chains of agents to automate customer engagement, lead qualification, follow-up, and internal sales operations. - Architect CRM automation that improves efficiency across the entire customer lifecycle. - Analyze customer and marketing data to uncover insights that improve campaign performance and sales conversion. - Collaborate with Marketing, Sales, Product, and Executive teams to implement data-driven growth strategies. - Design and maintain CRM data models, integrations, and reporting dashboards. - Build predictive models and *AI* solutions that improve lead scoring, segmentation, and customer retention. - Evaluate and implement emerging *AI* technologies that enhance CRM capabilities. - Ensure CRM data integrity, governance, and best practices. - Monitor automation performance and continuously optimize *AI* workflows. ### Qualifications: #### Education - Bachelor's degree or higher in: - Engineering - Computer Science - Data Science - Artificial Intelligence #### Required Skills & Experience - Formal training or certifications in Artificial Intelligence and Data Science. - Expert-level experience with HubSpot CRM - Strong background in CRM architecture and workflow automation - Experience building *AI* agents and multi-agent systems - Knowledge of LLMs, prompt engineering, and *AI* orchestration frameworks - Strong data science and analytics experience - Experience creating automated marketing and sales processes - Strong understanding of customer lifecycle management - Experience with marketing attribution, campaign analytics, and lead management - Excellent SQL and data analysis skills - Strong analytical, troubleshooting, and problem-solving abilities - Ability to translate business requirements into scalable technical solutions #### Preferred - Experience with Python or JavaScript - Experience integrating APIs and third-party SaaS platforms - Familiarity with HubSpot Operations Hub - Experience with vector databases, Retrieval-Augmented Generation (RAG), and *AI* orchestration platforms - Knowledge of sales enablement technologies - Experience implementing *AI*-powered CRM solutions in healthcare or SaaS organizations - Understanding of customer journey mapping and revenue operations (RevOps) #### Core Competencies - Systems Thinking - Data-Driven Decision Making - *AI* Innovation - Process Automation - Customer-Centric Design - Collaboration - Strategic Problem Solving - Continuous Learning - Strong Communication Skills #### Success Measures Within the first 12 months, this role will: - Deploy *AI*-powered agents that automate key marketing and sales workflows. - Increase sales team productivity through intelligent CRM automation. - Improve lead conversion rates through *AI*-driven nurturing and scoring. - Enhance reporting and forecasting with advanced…