CRM Manager

Role Overview

We are seeking an experienced CRM Operations Specialist for a contract role with a remote commitment of 10 to 40 hours per week. The position offers competitive pay of $40 to $80 per hour and involves improving CRM workflows and sales processes using platforms like Salesforce and HubSpot.

Key Responsibilities

• Evaluate and provide detailed recommendations on CRM workflows, sales processes, and automation strategies leveraging Salesforce, HubSpot, and comparable systems.
• Document existing sales operations procedures, pinpointing key challenges and areas ripe for process enhancements.
• Offer practical examples and insights drawn from experience to advocate best practices in CRM management and sales enablement.
• Analyze CRM data, records, and user interactions to aid in AI training methodologies.
• Validate AI-generated outputs to ensure they are accurate and consistent with real-world sales operations.
• Collaborate in creating and reviewing documentation, training resources, and process manuals related to CRM technologies.

Required Qualifications

• Proven expertise in CRM and sales operations, particularly with Salesforce and HubSpot platforms.
• Familiarity with additional CRM and sales platforms such as Close, Apollo, Salesloft, Intercom, Freshdesk, Shopify, Crayon, or Funnel is highly advantageous.
• Successful background in optimizing sales workflows, deploying automation solutions, and ensuring CRM data accuracy.
• Strong analytical capability and skillfulness in mapping complex business workflows with attention to detail.
• Excellent communication skills, both written and oral, to produce clear documentation and instructive feedback.
• Experience in providing feedback or delivering training in process improvement or software deployment scenarios is beneficial.