CRM Operations Specialist (Contract, Remote)

About the Position

This remote contract role as a CRM Operations Specialist offers compensation between $40 and $80 per hour, requiring a commitment of 10 to 40 hours each week.

Key Responsibilities

• Analyze and provide insights on CRM workflows, sales procedures, and automation logic across platforms like Salesforce, HubSpot, and other leading tools.
• Document existing sales operation methods, identifying pain points and opportunities for process enhancements.
• Share practical examples and feedback grounded in CRM operations and sales enablement best practices.
• Examine CRM data, records, and user activities to aid AI training purposes.
• Validate AI outputs ensuring they accurately reflect real sales operations.
• Collaborate on producing and reviewing documentation, training materials, and guides related to CRM technologies.

Candidate Requirements

• Extensive experience in CRM and sales operations, specifically with Salesforce and HubSpot platforms.
• Familiarity with additional tools such as Close, Apollo, Salesloft, Intercom, Freshdesk, Shopify, Crayon, or Funnel is a strong advantage.
• Proven ability to optimize sales workflows, implement automation, and maintain CRM data quality.
• Strong analytical skills and a meticulous approach to mapping complex business processes.
• Excellent communication skills, both written and verbal, to create clear documentation and useful feedback.
• Prior experience in delivering feedback or training related to process improvements or software rollouts is beneficial.