Customer Operations Specialist

Job Description:

We are seeking a skilled and detail-oriented CRM Specialist to support our marketing and sales teams by building, customizing, and optimizing our platform. The ideal candidate will have a strong understanding of CRM application, workflows, and integrations, as well as experience with dashboard and report creation within the CRM.

Key Responsibilities & Duties:

• Manage the company’s CRM platform
• Develop and manage dashboards and reports
• Ensure all customer data is accurately recorded and kept up-to-date in the CRM system
• Train other staff members on the use of the CRM system
• Conduct regular audits of the CRM system to ensure data integrity
• Analyze customer interactions and data within the CRM system to provide feedback and
• recommendations for improving customer service and sales strategies
• Identify and resolve CRM system issues

• Optimize and customize existing assets including landing pages, emails, and forms
• Build and maintain automation workflows, lists, and lead scoring models
• Work with internal and external teams to maintain application integrations
• Troubleshoot technical issues and ensure platform performance and reliability
• Stay up to date with features, best practices, and industry trendsRequirements & Qualifications:

• 2+ years of experience working with CRM
• Experience building custom modules, email templates, and dashboards in CRM
• Knowledge of workflows, lead nurturing, and marketing automation
• Familiarity with APIs and integrating with external systems
• Strong attention to detail and ability to manage multiple projects simultaneously
• Background in digital marketing or user experience

Skills:

• Proven ability to manage multiple tasks and meet deadlines
• Strong attention to detail and organizational skills
• Ability to work independently and as part of a team

Job Type: Full-time

Work Location: Remote