WhatsApp CRM & Automation Specialist (Freelance / Project-Linked)
Remote
Build consent-aware WhatsApp and CRM workflows with secure testing and handover.
Configure approved WhatsApp Business Platform, CRM, templates, routing, consent checkpoints and integrations with secure credentials, testing and handover.
This is a remote, independent and project-linked opportunity. Selection places suitable candidates in KlarityXpert's verified talent pool; it does not guarantee a project, fixed workload or fixed monthly income.
Role Details
- Work mode
- Remote
- Engagement
- Freelance, project-linked
- Department
- Development
- Reports to
- Development TL / Odoo-ERP TL as assigned
- Client contact
- Only when authorized
What You Will Do
- Validate business ownership, number, provider, consent basis, use case and approved message flow
- Prepare approved templates without deceptive or prohibited content
- Configure routing, tags, inbox/agent rules, webhooks or integrations within scope
- Use test data and document endpoints, fields, events, errors and rollback
- Protect tokens, OTPs, billing and owner credentials
- Submit configuration, tests, error log and handover documentation
What You Should Bring
- WhatsApp Business Platform/provider workflow
- CRM concepts and routing
- APIs, webhooks or approved no-code integration
- Consent, privacy and template-policy awareness
- Testing, error logging and rollback thinking
- Credential security and documentation
Authority, Accuracy & Safety
- No spam, scraped-contact broadcast or opt-in bypass
- No token, OTP, password, billing or number-ownership change without approval
- No unsupported Meta/provider approval or delivery guarantee
- No Utility ownership; this is Development Technical Operations
- No live automation or direct client contact without approved route
What To Include
- Two redacted WhatsApp/CRM automation examples
- One template/routing or webhook flow diagram
- Provider/platforms and exact personal contribution
- One consent, token or delivery issue solved
- Availability and secure tool access
Redact confidential information and clearly separate your personal contribution from supplied assets, templates and team work.
Selection Process
- Application and evidence screening
- Role-owner interview
- Short synthetic skill exercise or reference check where required
- Identity, contractor and security verification
- Signing and onboarding after approved legal documents are available
- Verified Talent Pool placement
Any exercise uses fictional or owned material, not live client work. The timebox, rules and any compensation decision are disclosed before you begin.
Project-Linked Terms
Each future assignment is offered separately with scope, deadline, acceptance criteria and payout agreed before work begins. You may accept or decline an assignment before allocation.
There is no fixed salary, guaranteed lead/project volume, employee benefit or guaranteed monthly income. Applicants are considered on role-relevant evidence, professional conduct and capability.
Ready to show careful, accountable work? Use the Apply button and share the requested evidence.