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17hats Workflow Specialist / CRM Automation Expert ID-12358

April 22, 2025

Squeak Balloon & Decor is a rapidly growing balloon decor and event styling business based in Ankeny, Iowa. We are looking for a 17hats Workflow Specialist who can help us automate and streamline our business operations by designing efficient workflows, optimizing lead capture, and enhancing our email nurture campaigns.

We’ve already started using 17hats for our Grab & Go Garlands and need an expert to expand and refine these workflows to include corporate event decor, team-building workshops, and other service offerings.

If you’re an experienced 17hats expert who thrives on building seamless systems that save time and increase efficiency, we want to hear from you!

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What You’ll Do:1. Develop & Automate Workflows

Build and refine automated workflows for different services (Grab & Go Garlands, Corporate Event Decor, Team-Building Workshops, etc.).
Set up workflow triggers to automate follow-ups, payment reminders, and inquiry responses.
Ensure that workflows are properly tested and optimized for conversion.

2. Create Lead Capture Forms & Inquiry Systems

Design and embed lead capture forms for different services.
Connect lead forms to the appropriate workflows to ensure a smooth client journey.
Automate inquiry responses and initial client touchpoints.

3. Design Email Nurture Campaigns

Develop 2–3 email nurture sequences to engage past clients and upsell future services.
Automate Google Review requests and follow-up reminders post-event.
Create tailored follow-up emails that convert leads into long-term clients.

4. Optimize Scheduling & Payment Links

Set up and optimize 17hats scheduling and payment links for Grab & Go Garlands and corporate events.
Ensure payment confirmation emails and follow-up tasks are automated.

5. CRM Organization & Clean-Up

Audit and organize existing contacts and leads in 17hats.
Create tags and categories to segment leads and clients effectively.
Ensure a clean and efficient CRM system that enhances follow-up and relationship management.

Who You Are: 17hats Expert

Deep knowledge of 17hats workflows, lead capture forms, and automation.
Strong understanding of scheduling, payment links, and email sequences.
Experience working with service-based businesses is a plus!

CRM & Automation Specialist

Proven track record of automating email campaigns and follow-up sequences.
Ability to set up and optimize nurture campaigns for different services.

Detail-Oriented & Organized

Ability to audit and improve existing workflows.
Highly organized with excellent attention to detail.

Preferred Qualifications:

2+ years of experience with 17hats CRM and workflow automation.
Experience in working with event or service-based businesses.
Understanding of the StoryBrand Framework is a plus!
Basic knowledge of SEO and online lead generation is preferred.

Job Type:

Part-Time (Contract) – Estimated 5–10 hours/week
Potential for Ongoing Work based on project success

Compensation:

Hourly Rate: $25+/hour depending on experience

Location:

Remote Position – Open to candidates worldwide, but preference for those familiar with U.S. time zones.

Job Types: Part-time, Contract

Pay: $66,224.00 - $72,176.00 per year

Expected hours: 1 – 10 per week

Benefits:

Employee discount
Flexible schedule

Schedule:

4 hour shift
8 hour shift
Weekends as needed

Work Location: Remote

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Common Interview Questions And Answers

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This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

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9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

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This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

DISCLAIMER

Other Jobs You May Be Interested In

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

5. HOW DO YOU PROCESS INFORMATION?

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

8. HOW TO PRIORITIZE WORK?

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?