Operations and CRM Analyst

Description

Job Summary: We are seeking a Process, CRM, and Automation Analyst to structure, organize, and automate internal processes within a tax law firm, contributing to strategic management. Key Highlights: 1. Opportunity to structure, organize, and automate internal processes 2. Focus on continuous improvement and AI-driven innovation for high performance 3. Strategic role with autonomy and professional development To expedite your application, please kindly complete our registration form: https://forms.gle/khKVDGmL9SS8pAfc7 JOB POSTING – PROCESS, CRM, AND AUTOMATION ANALYST \| TAX LAW FIRM Location: Belo Horizonte/MG or metropolitan area Work Mode: Initially remote (home office), with potential future hybrid or in-office work Employment Type: PJ (individual contractor) Working Hours: Monday to Friday \| Business hours Compensation * Fixed fees: R$ 3\.000,00 * Professional development and growth plan, with compensation increases aligned with performance results and expanded responsibilities. About the Opportunity A law firm specializing in Tax Law—and expanding its Social Security Law practice—is seeking a professional to structure, organize, and automate internal processes, directly supporting the firm’s strategic management. We seek a mature, organized, analytical professional with strong technological proficiency, capable of implementing improvements, optimizing routines, and contributing to a high-performance environment. Key Responsibilities * Structure and standardize internal processes; * Manage CRM and organize customer service workflows and client relationship management; * Administer and track leads generated from paid traffic campaigns; * Implement automations and leverage Artificial Intelligence tools to enhance productivity; * Develop controls, spreadsheets, dashboards, and management indicators; * Organize contracts, documents, and strategic information; * Support executive leadership in continuously improving administrative and commercial processes; * Attend meetings as needed, providing support in client and partner relationship management. Requirements * Experience with CRM, process management, and operational organization; * Proficiency in spreadsheets and digital tools; * Practical knowledge of Artificial Intelligence applied to productivity; * Experience in process automation and lead management; * Excellent written and verbal communication skills; * Analytical, organized, responsible, and discreet profile; * Ability to handle confidential information and work independently in a remote (home office) setting; * Must reside in Belo Horizonte/MG or the metropolitan area. Preferred Qualifications * Experience in law firms, consulting firms, or service-based companies; * Knowledge of digital marketing, sales funnels, and paid traffic; * Experience with automation tools and system integrations; * Experience in metrics management and continuous process improvement. Desired Profile We seek a professional with an executive demeanor, strong presentation skills, excellent communication, ease in interacting with clients, and strategic vision. More than executing tasks, we expect someone who proposes solutions, implements improvements, and serves as a reference in organization, technology, and operational efficiency—directly contributing to the firm’s growth. Minimum Education: Bachelor's Degree