Junior Form Builder / No-Code Systems Assistant (CRM + Automation)

Posted 3 months ago

Worldwide

Summary

We’re looking for someone to help us build and maintain forms and simple workflow systems used in real businesses. This is ongoing work (not a one-off project). Starting part-time with the potential to grow into a larger role. Project Overview We use form builders and CRM tools to: Capture leads Calculate pricing Trigger workflows We need someone who can help build, duplicate, and maintain these systems cleanly and accurately. Scope of Work Build and edit forms (multi-step, conditional) Set up: If/then logic Basic calculations (pricing, totals) Repeating sections Duplicate forms across systems and keep them consistent Connect forms into CRM workflows (we’ll guide you) Test builds and fix issues How This Role Works (Important) Work is milestone-based with defined checkpoints (waypoints). Each task must be completed correctly and reviewed Feedback and revisions are part of the process Approval is required before moving to the next milestone Incomplete or low-quality submissions will not be accepted This is production work — it needs to function correctly, not just look done. What Success Looks Like Forms function correctly with minimal revisions Logic and calculations are accurate Systems are consistent and repeatable You improve with each iteration Requirements Strong attention to detail (critical) Logical thinking (inputs → outputs) Ability to follow instructions exactly Reliable communication Nice to Have (Not Required) Any experience with: Form builders CRMs Automation tools We care more about execution and thinking than specific tools. Working Style Clear direction provided Fast iteration Real business use (not test projects) Ongoing improvements, not one-time builds Project Details Part-time to start Ongoing work Potential for long-term / full-time Start your proposal with the word STRUCTURED so we know you read this.

  • $200.00

    Fixed-price
  • Intermediate
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type

Contract-to-hire opportunity

This lets talent know that this job could become full time.
Learn more
Skills and Expertise
Mandatory skills
API Integration
Business Process Automation
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:3 weeks ago
  • Hires:
    2
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Jun 6, 2023
  • United States
    Marlton8:49 PM
  • $79K total spent
    78 hires, 9 active
  • 10,012 hours
  • Sales & Marketing
    Small company (2-9 people)

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