Lawcus CRM Specialist

5 hours ago

Quezon City, National Capital Region, Philippines BruntWork Full time ₱35,000 - ₱525,000 per year

This is a remote position.

Schedule: 20 hours per week; 

Fexible Mon–Fri, 8:00 AM–4:30 PM CST

Job Title: Lawcus CRM Specialist (Workflow & Automation Builder)
Overview:

We are seeking a highly organized and detail-oriented Lawcus CRM Specialist to build, optimize, and maintain pipelines, workflows, and automations within Lawcus. The ideal candidate has strong CRM experience, excellent technical capabilities, and the ability to convert business processes—especially in a legal services environment—into efficient, automated workflows.

About the Role:

You will be responsible for designing and executing multiple pipelines and workflow sequences inside Lawcus to support the firm's intake and client management operations. This includes building automated email sequences, task triggers, forms, and conditional workflows for multiple practice areas. You will work closely with the intake team  to ensure a seamless process inside the CRM—from the moment a call is received to all follow-up communications and task assignments.


Key Responsibilities:
  • Build and configure Lawcus pipelines for practice areas such as estate planning, litigation, and probate.
  • Create and maintain automated email sequences triggered by lead creation, appointment scheduling, or pipeline movement.
  • Develop workflow automations including automated task creation, conditional triggers, and form/document workflow generation.
  • Map intake processes and follow-up sequences and translate them into scalable Lawcus automations.
  • Ensure that when the intake team handles a call and schedules an appointment, the CRM automatically creates or updates a lead, sends follow-up emails, and assigns appropriate internal tasks.
  • Review and refine existing workflows for efficiency and user-friendliness.
  • Collaborate with internal teams to identify process gaps and propose automation-based solutions.
  • Provide occasional technical support or troubleshooting within Lawcus.
Qualifications:
  • Strong experience using Lawcus CRM or similar legal CRMs (Clio, PracticePanther, MyCase).
  • Proven ability to build pipelines, automations, conditional workflows, and email sequences.
  • Understanding of legal workflows (estate planning, litigation, probate) is preferred.
  • Ability to analyze business processes and convert them into CRM logic.
  • Strong attention to detail, organization, and communication skills.
  • Ability to work independently and deliver complete workflow solutions.
Preferred Skills:
  • Experience with automation tools such as Zapier or Make (Integromat).
  • Experience working in a law firm or legal operations environment.
  • Basic understanding of client intake workflow and legal customer journeys.

  • Lawcus CRM Specialist

    5 hours ago

    Quezon City, National Capital Region, Philippines BruntWork Full time ₱150,000 - ₱600,000 per year

    This is a remote position.Schedule: 40 hours per week; Mon–Fri, 8:00 AM–4:30 PM CST (30-minute unpaid break) Job Title: Lawcus CRM Specialist (Workflow & Automation Builder) Overview: We are seeking a highly organized and detail-oriented Lawcus CRM Specialist to build, optimize, and maintain pipelines, workflows, and automations within Lawcus. The...

  • CRM Specialist

    5 hours ago

    Quezon City, National Capital Region, Philippines ConnectWise Outsourcing Services Full time ₱420,000 - ₱480,000 per year

    We are looking for a CRM Specialist who will play a key role in managing customer retention, lifecycle marketing, and high-volume communication campaigns. If you have a passion for data-driven marketing and experience handling CRM tools in fast-paced industries, we want you on our team.Key Qualifications:Minimum 3 years of experience in CRM, retention, or...

  • CRM Specialist

    5 hours ago

    Quezon City, National Capital Region, Philippines Pronto Pilates Full time ₱40,000 - ₱80,000 per year

    Full-Time inQuezon City, PH -Remote (any location)CRM SpecialistPronto Pilates is redefining boutique fitness with premium, on-screen Pilates classes delivered in beautifully designed self-service studios. Open from 5:15am until late, our global network of studios offers convenience, quality, and community at an unbeatable price point. With rapid...

  • CRM Specialist

    5 hours ago

    Mandaluyong City, National Capital Region, Philippines VidaXL Services (PH) Inc. Full time ₱800,000 - ₱1,200,000 per year

    Summary of job role and place in organizationThe CRM Specialist reports to the Application Manager and works closely with the CX Technology & Innovation team and the Customer Service Operations team.The CRM Specialist is responsible for configuring, maintaining and optimizing our Zendesk instance in alignment with the Application Manager's requirements. The...

  • CRM Specialist – Pipedrive

    4 hours ago

    Quezon City, National Capital Region, Philippines BruntWork Full time ₱50,000 - ₱70,000 per year

    This is a remote position.CRM Specialist – Pipedrive Expert | Remote Role Name: CRM SpecialistSchedule: 20 hours per week flexible during UK core business hoursClient Time zone: GMT (United Kingdom)Client Overview: A rapidly growing construction company that's scaling operations substantially and working with design practices across the UK. They're...

  • CRM Specialist

    6 hours ago

    Mandaluyong City, National Capital Region, Philippines Aumtrend Full time ₱450,000 - ₱600,000 per year

    Role : CRM Specialist (Zendesk) - Customer ExperienceCompany : One of the Global ClientLocation: Mandaluyong CitySchedule: Monday-FridayWork Setup: Onsite & ( Later Hybrid - But This setup Still not yet confirmed yet )Shift: Day ShiftJob Skills :Exp in configuration, supportKeep track of user needs and requirements.Optimize existing functionalities in line...

  • HubSpot CRM

    6 hours ago

    Quezon City, National Capital Region, Philippines PeoplePartners Inc Full time ₱40,000 - ₱80,000 per year

    This is a remote position. HubSpot CRM & Marketing Support Specialist  (Remote) BackgroundPeoplePartners is proud to be a Great Place to Work-Certified employer, and we're on the hunt for a brilliant HubSpot CRM & Marketing Support Specialist to support one of our amazing education clients. If you're equal parts CRM wizard, tech troubleshooter, and...

  • CRM & Lifecycle Marketing Manager

    4 hours ago

    Makati City, National Capital Region, Philippines Doctor Anywhere Full time $50,000 - $70,000 per year

    About the teamOur Marketing team is the heartbeat that connects Doctor Anywhere's vision to the people we serve. We keep a sharp pulse on the market, transforming insights into strategies that ensure the right solutions reach the right people at the right time. Beyond awareness, we shape trust, spark engagement, and drive growth that powers the company...

  • Customer Relationship Management Specialist

    5 hours ago

    Quezon City, National Capital Region, Philippines Future First Talents Full time ₱1,200,000 - ₱2,400,000 per year

    Job Title: CRM SpecialistLocation:Quezon City (Onsite)Industry:Online Betting / Sports EntertainmentJob OverviewWe are seeking a highly analytical and customer-focusedCRM Specialistwho will manage customer lifecycle initiatives, develop retention strategies, and execute data-driven campaigns to enhance player engagement. This role requires a strong...

  • Go High Level

    2 weeks ago

    Quezon City, National Capital Region, Philippines BruntWork Full time ₱20,000 - ₱40,000 per year

    This is a remote position. Type: Part-time Schedule: Monday to Friday from 5:00 PM to 9:00 PM Eastern, Toronto Time (4 hours per day, 20 hours per week) Intended Hours per Week:  Job Title: Go High Level (GHL) Specialist Location: Remote Job Description We are looking for a Go High Level specialist who understands client-facing CRM management at a...