Automation & CRM Specialist

Job Description

Job Description

We’re looking for a tech-savvy problem solver who loves making systems talk to each other.
If you thrive on turning chaos into order through automation and smart workflows, keep reading.

At SAGE Event Management , we help speakers, coaches, and thought leaders turn their message into movements through high-impact virtual live events .

From our Charleston-based studios , we produce events for world-class clients like Tony Robbins, Lisa Nichols, and Jack Canfield , as well as hundreds of entrepreneurs building businesses that change lives.

We believe simplicity scales and smart automation is at the heart of how we deliver powerful client experiences while keeping operations lean and efficient.

You’ll be the go-to expert responsible for managing and optimizing our marketing tech stack, including  Keap, ClickFunnels, Zapier, and n8n .
Your mission: streamline our operations, automate the repetitive, and make data flow seamlessly across platforms.

This is a hands-on role where you’ll build, test, and deploy real solutions that help our team move faster and our clients have better experiences.

• Design and maintain automation using a combination of Keap, Zapier,   n8n, and other tools.

• Manage and optimize our Keap CRM, including campaigns, tagging, segmentation, and reporting

• Support funnel builds, integration, and data flows in ClickFunnels

• Troubleshoot and resolve automation errors quickly

• Map, document, and improve workflows across departments

• Collaborate with marketing, operations, and leadership to design smarter systems

• Monitor data accuracy and system health across all tools

• You get a kick out of clean systems and efficient processes

• You’ve worked with Keap, ClickFunnels, and Zapier (n8n experience is a plus)

• You’re comfortable with AI, APIs (not programming, though that is a plus) , webhooks, and integrations

• You communicate clearly and collaborate well with both technical and non-technical teammates

• You don’t just fix problems, you prevent them with better design

• You’re excited about being the automation brain inside a fast-moving, impact-driven company

• 2+ years of hands-on CRM or automation experience

• Strong working knowledge of Keap and Zapier (ClickFunnels + n8n preferred)

• Basic understanding of HTML or low-code solutions

• Excellent attention to detail and documentation habits

• Located in or willing to relocate to Charleston, SC

• Salary: $65,000–$85,000+ , depending on experience

• Health insurance, paid vacation, and holidays

• A fun, fast-paced environment where innovation is encouraged and rewarded