Patch.com · 8 hours ago
Head of CRM & Automation
Patch helps cash-based physical therapy and healthcare businesses grow using CRMs, automation, email, and AI-powered systems. They are seeking a Head of CRM & Automation to own their CRM product from build to scale, leading a team and collaborating with clients to enhance their offerings.
LocalNews
Responsibilities
Designing and building CRMs (primarily GoHighLevel, with HubSpot Pro Suite as a strong secondary)
Leading and overseeing our CRM build team
Improving how we build, ship, and support CRMs using AI and automation
Working directly with clients to onboard, train, and support them
Helping turn our CRM systems into a repeatable, SaaS-like product
Build and maintain custom CRMs in GoHighLevel (preferred) and HubSpot Pro
Ensure builds are clean, scalable, and documented
Push the CRM product forward with new features, workflows, and integrations
Help evolve our CRM into a SaaS-style offering
Own and oversee the CRM build team
QA builds to ensure they meet Patch standards
Delegate and manage ad-hoc client requests
Improve internal build processes using AI and automation
Lead client onboarding calls and CRM walkthroughs
Teach clients how to use their CRM effectively
Answer client questions inside Slack
Translate client needs into clear build instructions for the team
Use AI tools to streamline CRM builds
Implement new AI features into the CRM product
Continuously look for ways to reduce manual work and increase leverage
Work closely with Customer Success and Product
Provide feedback on what clients actually need vs. what sounds good on paper
Help shape the long-term product roadmap
Qualification
Required
Strong experience with GoHighLevel (non-negotiable preference)
Solid experience with HubSpot (Pro Suite)
Experience building CRMs from scratch (pipelines, workflows, automations, integrations)
Experience leading or overseeing a build team
Comfort working directly with clients
A strong bias toward execution over perfection
Preferred
Have worked in an agency or startup environment
Have implemented AI tools inside CRMs
Think in systems and products, not one-off builds
Benefits
401(k) matching
Parental leave
Retirement plan
Tuition reimbursement
Company
Patch.com
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H1B Sponsorship
Patch.com has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
2022 (1)
Funding
Current Stage
Growth StageTotal Funding
unknown2009-06-11Acquired
Recent News
2025-09-12
2025-04-16
Company data provided by crunchbase