CRM Operations Specialist

About the Role

We are seeking a CRM Operations Specialist for a contract position with flexible hours ranging from 10 to 40 hours per week. This fully remote role offers an hourly compensation between $40 and $80. The specialist will be responsible for enhancing CRM workflows, sales processes, and automation logic across platforms such as Salesforce and HubSpot.

Key Responsibilities

• Assess and provide recommendations on CRM workflows, sales procedures, and automation mechanisms utilizing Salesforce, HubSpot, and other leading tools.
• Document existing sales operations methods, identifying challenges and areas for enhancement.
• Provide practical insights, scenarios, and feedback that reflect best practices in CRM operations and sales enablement.
• Analyze CRM data, records, and user interactions to assist AI training initiatives.
• Evaluate AI system outputs to ensure accuracy and consistency with real sales operations.
• Collaborate in developing and reviewing documentation, training content, and process manuals related to CRM software.

Candidate Requirements

• Proven experience in CRM and sales operations with strong expertise in Salesforce and HubSpot platforms.
• Familiarity with additional CRM and sales tools such as Close, Apollo, Salesloft, Intercom, Freshdesk, Shopify, Crayon, or Funnel is highly regarded.
• Successful history of improving sales processes, deploying automation, and maintaining CRM data integrity.
• Solid analytical skills and capability in process mapping with attention to detail for complex business procedures.
• Excellent written and oral communication skills to produce clear documentation and constructive feedback.
• Experience in training or providing feedback related to process improvement or software deployment is advantageous.