Technical Project Manager – AI & Automation Systems

Technical Project Manager – AI & Automation Systems

Overview

The Technical Project Manager orchestrates the end-to-end delivery of AI-driven automation projects across voice, workflow, CRM, and operational systems. This role blends project management rigor with hands-on technical oversight, ensuring AI and automation initiatives drive measurable business impact. The right candidate thrives at the intersection of technology, operations, and execution—building systems that scale and last.

Core Responsibilities

Project Leadership

• Own project timelines, resource allocation, and stakeholder communications across AI and automation initiatives.
• Translate business requirements into actionable project roadmaps that align with operational objectives.
• Use ClickUp to manage tasks, dependencies, sprints, and cross-team coordination.

Technology & Automation Oversight

• Design and review workflow architectures (n8n or similar), ensuring optimal automation logic, efficiency, and scalability.
• Guide implementation of AI across multiple domains: Voice AI, CRM automations, and business operations automations.
• Identify opportunities to streamline processes and integrate AI to reduce costs, improve efficiency, and enhance customer experience.

CRM & System Integration

• Oversee integrations with Salesforce, HubSpot, Close.com, and other platforms.
• Ensure data integrity, cross-platform sync, and alignment with business workflows.

Quality Assurance

• Establish testing protocols for AI agents, automation workflows, and cross-platform integrations.
• Monitor performance and continuously optimize for speed, accuracy, and reliability.

Technical Documentation

• Produce workflow diagrams, integration playbooks, and technical specifications.
• Maintain a knowledge base of automations and best practices.

Cross-Functional Coordination

• Act as the bridge between AI engineers, developers, operations, and business stakeholders.
• Ensure prompt engineers, workflow architects, and developers stay aligned with business outcomes.

Technical Skills

• Advanced experience with workflow automation platforms such as n8n.
• Expertise in CRM platforms including Salesforce, HubSpot, and Close.com.
• Working knowledge of conversational AI and operational AI systems.
• Expert in ClickUp for project tracking and collaboration.
• Ability to review code, evaluate risks, and provide architecture guidance.

Experience Requirements

• 3+ years managing technical projects in AI, automation, or systems integration.
• Hands-on experience with workflow automation tools.
• Proven track record with CRM implementations and automation builds.
• Background in voice AI projects is a plus.
• Experience in operationally complex environments with scaling processes.

KPIs / Success Metrics

• Automation coverage across business processes.
• Efficiency gains through automation.
• System reliability and uptime.
• Adoption and usability of automation tools.
• Business impact in cost savings and customer experience improvements.
• Project delivery on time and within scope.