AI-Powered CRM Engineer Relationship Intelligence (Freelance / Contract)
About the Client :
Our client is a business development and relationship-driven consulting firm that connects startups, growth companies, and investors with the right partners and opportunities.
They are building a next-generation CRM that leverages AI, automation, and intelligent matchmaking to enhance introductions and relationship management.
Project Overview :
We are developing a custom CRM system that will :
- Create rich contact / company profiles by aggregating data from LinkedIn, Gmail, Google Calendar, news sources, and other integrations.
- Use AI-driven entity extraction and matchmaking to identify opportunities between clients and contacts.
- Generate personalized introduction emails in the clients voice using LLMs.
- Automate reporting, reminders, and call prep briefs.
- Ensure strong privacy and data security controls (with explicit user consent).
Role & Responsibilities :
We are seeking a hands-on AI CRM Engineer who can design, build, and integrate the system end-to-end.
Responsibilities include :
Architect and implement CRM integrations (LinkedIn API, Gmail API, Google Calendar API, Google News API, Clay.com, Airtable / HubSpot / Salesforce).Build profile enrichment pipelines that automatically create / update contact and company profiles.Implement AI-powered matchmaking between contacts and clients using keyword / entity extraction and LLMs (OpenAI / Gemini).Develop an introduction generator that drafts personalized emails in the clients tone using past communications.Automate workflows with Zapier, Make.com, or n8n (e.g., profile enrichment ? matchmaking ? intro email drafting).Implement call prep briefs and automated client engagement reports.Ensure data privacy and security, with user-controlled integrations and explicit consent workflows.Deliver a clean, user-friendly interface for managing and editing profiles (likely Airtable / HubSpot / Salesforce frontend).Required Skills :
5+ years of experience in CRM customization, integrations, and automation.Strong knowledge of APIs : LinkedIn, Gmail, Google Calendar, Google News.Hands-on with workflow automation tools (Zapier, Make.com, n8n).Experience with LLMs (OpenAI, Gemini) for text generation, entity extraction, and personalization.Familiarity with CRM platforms (Airtable, HubSpot, Salesforce) and building extensible contact / account databases.Proficient in Python or Node.js for integrations and backend development.Strong understanding of data privacy, OAuth2, and secure integration practices.(Bonus) Experience in relationship-driven industries (venture capital, consulting, business development).Engagement :
Freelance / contract role.Outcome-based, with milestones tied to deliverables (integration, enrichment, matchmaking, automation, reporting).(ref : hirist.tech)