Operations and CRM Specialist

Job Overview

In the operational and sales support role we’re looking for a dynamic, hard worker who is willing to wear a lot of hats while learning a variety of industries and CRM systems. You will be responsible for supporting sales activities primarily by taking meeting notes/tracking projects, assisting with CRM administration (including list imports, list clean-ups, dashboard creations, and CRM customizations and builds), and any other special projects/tasks, as assigned by the Operations Director…you might even need to referee a game of ping pong!

• Data entry in multiple commonly used CRMs/Databases, including Zoho, Hubspot, and Salesforce
• Managing databases and creating analytical reports to supply sales data to the client in a meaningful way
• Everything lists/data! – scrubbing, importing, appending contact lists
• Provide sales support and/or work directly with designated sales staff to support specific clients.
• Manage and execute CRM-related tasks including:
• CRM Build-outs — Configure new CRM instances based on client or internal needs, including pipelines, modules, user roles, and automation workflows
• CRM Customizations — Tailor fields, layouts, and automation rules to support sales, marketing, or operations processes
• CRM Audits — Conduct reviews of CRM structure, data integrity, and user compliance; provide recommendations for cleanup or optimization
• Coordinate and lead occasional company-wide trainings and maintain the company’s learning management system
• Assist with new employee training plans, hardware setup, and systems access
• Manage client operations projects from start to finish, serving as the primary point of contact to ensure timelines, deliverables, and expectations are met.
• Other side projects and administrative tasks as assigned by the Director of Operations and/or designated Account Manager(s)
• Occasional travel to local client offices for meetings and embedded support

• Valid driver’s license and transportation
• Proficient in Excel and Word
• Excellent written and verbal communication skills
• Ability to log info in a CRM (prior experience preferred)
• Exceptional written, verbal and phone skills
• Customer service and attention to detail
• High energy and professional
• Self sufficient problem solver
• Ability to flourish with minimal guidance.
• Built to be proactive and positive.

Full-time, Part-time

Pay: $50,000.00 – $65,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

8 hour shift

• Bonus pay

• Operations: 1 year (Preferred)

In person