Remote CRM Migration and Automation Specialist for Biotechnology Company
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.
What you'll do
- CRM Migration & Administration:** Lead the transition from Salesforce to HubSpot/Zoho, configure the new CRM around business workflows, manage portal integrations, and own ongoing CRM administration and user support.
- Systems Integration & Technical Ownership:** Maintain and troubleshoot the LIMS, patient database, CRM, and client portal while identifying and implementing needed system integrations.
- Front Office Systems Support:** Build tools and solutions that improve front-office efficiency and address recurring operational challenges.
- Developer & Vendor Coordination:** Coordinate system handoffs, work with developers during migrations and updates, and manage future technology vendor relationships.
Requirements
- 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
About Pearl Talent
Pearl Talent is a talent placement company that recruits remote workers, trains them to work effectively with AI tools, and places them as managed contractors with client companies — across roles ranging from client-facing positions to software engineers and executive assistants. The company is roughly 50 people managing a few hundred placed contractors, growing into new verticals, with clients spanning venture-backed tech and healthcare sectors. They emphasize community-building (events, culture) alongside the placement business itself.
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