CRM Specialist

Responsibilities:

1. CRM Setup & Management

Onboard clients into ActiveCampaign CRM and assist with integrations (e.g., SMS, forms, automations).
Support internal CRM usage via HubSpot.
Build and maintain automation templates tailored to client industries such as home inspection and pest control.
Set up SMS campaigns and workflows.
Explore and suggest future CRM resell platforms like Zoho.
Build list segmentation and design email marketing templates.
Draft and send custom client email marketing campaigns/newsletters.

2. Client Communication & Training

Respond to client queries through Loom recordings, email, chat, phone calls, and Google Meet.
Provide occasional software demos in collaboration with the sales team.
Provide CRM trainings and support meetings for clients.
Offer personalized guidance on best CRM practices and troubleshooting.
Maintain documentation for common issues and workflow templates.
Answer incoming client phone calls.

3. System Integration & Innovation

Integrate tools using platforms like Zapier.
Support or learn to connect systems such as ISN, FieldRoutes, etc.
Help identify areas for automation and CRM strategy improvements.
Use of Claude tools such as Claude Code.

4. Internal Support & Team Collaboration

Assist the internal team with CRM updates and data hygiene in HubSpot.
Participate in weekly team/dept. meetings and contribute ideas for department growth.
Help develop and standardize scalable CRM practices.

5. Additional Responsibilities

Assist with and explore third party integration opportunities.
Assist with other digital marketing related tasks and more.

Requirements:

1+ year experience working with CRM platforms (ActiveCampaign preferred).
Experience with Zapier or similar automation tools.
Tech-savvy and open to learning new tools and integrations.
Strong written and verbal communication skills.
Patient and solutions-oriented with a desire to assist others.
Familiarity with the home services industry is a plus.
Must be located in or near the Tampa Bay Area.
Must be able to attend in-person orientation and occasional team events.

Preferred Qualifications:

Familiarity with industries we serve (e.g., home services, healthcare, legal, and wedding vendors).

If you are a tech loving, self-motivated individual with a passion for growth, we’d love to hear from you. This role offers the opportunity to build a rewarding career in digital marketing while making a meaningful impact for our clients.

Compensation & Benefits:

Hourly Rate: $20/hour
Starting rate is negotiable for candidates with experience.
Raises and Bonuses: Quarterly based on measurable performance improvements (e.g., ad performance, client retention, etc).
Schedule: Full-time, hourly
Monday - Friday, 8am - 5pm
Benefits: 401K (1:1 up to 3% match - option for 3.5% match on 4% contribution, after 1 year of employment), Vision Insurance, Dental Insurance, Health Insurance, 80 Hours of PTO per year, and more.
Opportunities for career development and advancement within the company.

Pay: From $20.00 per hour

Benefits: