Tech and Integrations

ABOUT THE ROLE

MedLead Convert is looking for a systems-obsessed, backend-minded Automations Engineer to join our operations team. If you get a thrill when automations fire flawlessly, APIs handshake cleanly, and the data looks pristine—this role is made for you.

This is not a client-facing role. You’ll be the quiet force behind scalable systems that power every department, from onboarding to reporting. Your work will drive efficiency, reduce manual steps, and unlock visibility across the business.

We're looking for someone who doesn’t just tolerate tech complexity—but loves it.

WHAT YOU'LL BE DOING:
Systems Onboarding & Internal Setup
- Launch and configure new client accounts in CRM tools (primarily GoHighLevel)
- Implement internal SOPs using ClickUp, checklists, and automations
- Collaborate with Ops and Success teams to ensure accurate setup

Automation Engineering & API Integration
- Build and maintain automations with Zapier, Make, or native CRM automations
- Set up and troubleshoot webhooks, HTTP requests, filters, paths, and logic
- Connect GoHighLevel, HubSpot, Google Sheets, Slack, and more
- Debug broken workflows, errors, and unexpected outcomes—fast

Data Handling, Tagging, & Segmentation
- Manage and structure data from client CRMs for segmentation and targeting
- Maintain clean, nested folders, naming conventions, and version control
- Ensure tag logic and field structures make sense and drive workflows

Reporting & Operational Insights
- Build dashboards and performance reports with spreadsheet and CRM data
- Help internal teams understand performance, ROI, and retention trends
- Flag red flags—automate alerting systems for underperforming accounts

YOU MIGHT BE A FIT IF YOU...
- Think in systems, sequences, and logic by default
- Are that person who can’t sleep if the naming convention is off
- Have set up 100+ Zaps, or love using Make to build powerful scenarios
- Are deeply curious about tech, tools, and process design
- Move quickly, but never at the cost of data accuracy or structural integrity
- Love working independently and owning full systems end-to-end

TECH & TOOLS YOU'LL USE
- CRMs: GoHighLevel
- Automation: Zapier, native workflows, webhooks, APIs
- Data: Google Sheets, Excel (pivot tables, VLOOKUPs, formulas)
- Project Management: ClickUp
- Bonus: JSON, API docs, and tools like Postman or Pipedream

BONUS POINTS IF YOU'VE:
- Worked at a marketing agency or SaaS company before
- Designed internal automations for onboarding, reporting, or lifecycle workflows
- Integrated with platforms like Calendly, Google Workspace, or Slack
- Dabbled with custom scripts, webhooks, or backend dev—even as a hobby

WHY YOU'LL LOVE IT HERE:
- Build behind-the-scenes systems that make everything run smoother
- Join a fast-moving, tech-forward operations team
- 100% remote work, async-first culture
- Direct line of impact—your automations will touch every client
- Competitive compensation and clear room to grow as the company scales

TO APPLY:
Tell us about the cleanest, most elegant system or automation you’ve ever built. Bonus if you can include screenshots, Looms, or documentation you’ve created.