The Macallan Group
CRM & AI Automation Technologist
The Macallan Group
— Hoboken, NJ (Remote-ready) We are a healthcare growth and solutions agency that partners with medical practices to scale patient acquisition and care coordination operations. Our mission is to transform how patients access care by building intelligent, automated systems that power DTC marketing funnels, streamline onboarding, and enable seamless care pathways. We specialize in full-funnel digital growth—from ad strategy to AI-powered lead conversion to care coordination. Our tools include HighLevel, ClickUp, Synthflow, Zapier, and Looker Studio. Role Overview
As our
CRM & AI Automation Technologist , you will lead the development, deployment, and optimization of integrated systems that connect digital ad campaigns, CRM platforms, AI agents, and patient tracking tools. You will architect automation that moves a patient from an ad through AI-powered qualification, into HighLevel, and finally into ClickUp for surgical coordination—minimizing human touchpoints. This is a high-impact, cross-functional role working with marketing strategists, AI developers, and healthcare operators to deliver results. Key Responsibilities
CRM Architecture & Workflow Automation: design, build, and maintain automated logic-based workflows in Zapier, HighLevel, and ClickUp tailored to the patient journey. Develop conditional logic and triggers that move leads from marketing campaigns to qualification and into patient tracking pipelines. Ensure campaigns funnel leads into HighLevel in real-time (form fills, calls, SMS) with accurate tracking and tagging. System Integrations & API Work: integrate Meta and Google Ad campaigns into HighLevel using native or custom connectors; sync data across platforms (e.g., HighLevel → ClickUp, Meta → GHL, GHL → Google Sheets). Maintain data accuracy and reliability across systems to support patient workflows. AI Agent Development & Deployment: leverage voice AI and SMS tools (e.g., ElevenLabs, ChatGPT, Synthflow) with HighLevel workflows; deploy agents, monitor performance, and iterate to improve conversions. Reporting & Analytics: build dashboards in Looker Studio integrating data from ads, CRM, and performance metrics; track ROI, conversions, patient flow, and KPIs. Client Enablement & Internal Collaboration: work with account managers, marketers, and developers; provide documentation, training, and troubleshooting; propose process improvements to scale tech infra. Qualifications & Experience
Must-Have Skills 3+ years building and maintaining CRM and marketing automation systems (preferably HighLevel, ClickUp, HubSpot, Salesforce, or similar). Proficient with Zapier or similar integration platforms. Experience building AI workflows using tools such as Synthflow, Twilio, or OpenAI-powered agents. Deep understanding of digital marketing funnels and healthcare lead conversion flows. Strong API integration experience between ad platforms, CRMs, and data visualization tools. Experience building real-time dashboards with Looker Studio, Google Sheets, or similar. Preferred Skills Familiarity with HIPAA compliance and healthcare marketing regulations. Background with call tracking systems like CallRail or Liine. Basic scripting or coding knowledge (e.g., JavaScript, Python, or Webhooks). Experience in healthcare tech, telehealth, or patient experience systems. Soft Skills Highly organized and self-directed; problem-solver with an automation-first mindset; strong communicator able to translate business goals into system logic; passion for improving healthcare access and experience through technology. What We Offer
100% remote work with flexible hours Competitive salary with quarterly performance-based bonuses Full tech stack provided (laptop, software, phone systems, etc.) Dynamic team environment with growth potential Opportunity to help build scalable AI systems that transform patient connections to care Company Description
The Macallan Group is a healthcare-focused marketing, media, and solutions agency headquartered in Hoboken, NJ. We partner with hospitals, private practices, medical device companies, and private-equity-backed healthcare groups to drive meaningful growth through strategic marketing execution. Our team specializes in brand development, digital marketing, creative content, and patient engagement solutions—backed by deep industry knowledge and a commitment to performance. We don’t just deliver campaigns; we help our clients solve complex challenges, improve patient acquisition, and scale practices effectively. Whether launching a new medical device, expanding a multi-location healthcare brand, or reactivating patients through targeted digital programs, we deliver results with clarity, creativity, and confidence.
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The Macallan Group
— Hoboken, NJ (Remote-ready) We are a healthcare growth and solutions agency that partners with medical practices to scale patient acquisition and care coordination operations. Our mission is to transform how patients access care by building intelligent, automated systems that power DTC marketing funnels, streamline onboarding, and enable seamless care pathways. We specialize in full-funnel digital growth—from ad strategy to AI-powered lead conversion to care coordination. Our tools include HighLevel, ClickUp, Synthflow, Zapier, and Looker Studio. Role Overview
As our
CRM & AI Automation Technologist , you will lead the development, deployment, and optimization of integrated systems that connect digital ad campaigns, CRM platforms, AI agents, and patient tracking tools. You will architect automation that moves a patient from an ad through AI-powered qualification, into HighLevel, and finally into ClickUp for surgical coordination—minimizing human touchpoints. This is a high-impact, cross-functional role working with marketing strategists, AI developers, and healthcare operators to deliver results. Key Responsibilities
CRM Architecture & Workflow Automation: design, build, and maintain automated logic-based workflows in Zapier, HighLevel, and ClickUp tailored to the patient journey. Develop conditional logic and triggers that move leads from marketing campaigns to qualification and into patient tracking pipelines. Ensure campaigns funnel leads into HighLevel in real-time (form fills, calls, SMS) with accurate tracking and tagging. System Integrations & API Work: integrate Meta and Google Ad campaigns into HighLevel using native or custom connectors; sync data across platforms (e.g., HighLevel → ClickUp, Meta → GHL, GHL → Google Sheets). Maintain data accuracy and reliability across systems to support patient workflows. AI Agent Development & Deployment: leverage voice AI and SMS tools (e.g., ElevenLabs, ChatGPT, Synthflow) with HighLevel workflows; deploy agents, monitor performance, and iterate to improve conversions. Reporting & Analytics: build dashboards in Looker Studio integrating data from ads, CRM, and performance metrics; track ROI, conversions, patient flow, and KPIs. Client Enablement & Internal Collaboration: work with account managers, marketers, and developers; provide documentation, training, and troubleshooting; propose process improvements to scale tech infra. Qualifications & Experience
Must-Have Skills 3+ years building and maintaining CRM and marketing automation systems (preferably HighLevel, ClickUp, HubSpot, Salesforce, or similar). Proficient with Zapier or similar integration platforms. Experience building AI workflows using tools such as Synthflow, Twilio, or OpenAI-powered agents. Deep understanding of digital marketing funnels and healthcare lead conversion flows. Strong API integration experience between ad platforms, CRMs, and data visualization tools. Experience building real-time dashboards with Looker Studio, Google Sheets, or similar. Preferred Skills Familiarity with HIPAA compliance and healthcare marketing regulations. Background with call tracking systems like CallRail or Liine. Basic scripting or coding knowledge (e.g., JavaScript, Python, or Webhooks). Experience in healthcare tech, telehealth, or patient experience systems. Soft Skills Highly organized and self-directed; problem-solver with an automation-first mindset; strong communicator able to translate business goals into system logic; passion for improving healthcare access and experience through technology. What We Offer
100% remote work with flexible hours Competitive salary with quarterly performance-based bonuses Full tech stack provided (laptop, software, phone systems, etc.) Dynamic team environment with growth potential Opportunity to help build scalable AI systems that transform patient connections to care Company Description
The Macallan Group is a healthcare-focused marketing, media, and solutions agency headquartered in Hoboken, NJ. We partner with hospitals, private practices, medical device companies, and private-equity-backed healthcare groups to drive meaningful growth through strategic marketing execution. Our team specializes in brand development, digital marketing, creative content, and patient engagement solutions—backed by deep industry knowledge and a commitment to performance. We don’t just deliver campaigns; we help our clients solve complex challenges, improve patient acquisition, and scale practices effectively. Whether launching a new medical device, expanding a multi-location healthcare brand, or reactivating patients through targeted digital programs, we deliver results with clarity, creativity, and confidence.
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