crm administrator

Fast Fit

<div><div><div><b>IT Specialist &ndash; Zoho Platform</b><br>
</div><div><b>
Department:</b> Information Technology<br>
</div><div><b>
Experience:</b> 1+ Year<br>
</div><div><b>
Type:</b> Full-Time</div><div></div><div><b><br>
Job Summary</b><br>
</div><div>
We are looking for an IT Specialist with Zoho experience to implement, customize, and manage Zoho applications across the organization, working closely with business teams to deliver effective solutions.</div><div></div><div><b><br>
Key Responsibilities</b><br>
</div><div>
Administer and maintain Zoho CRM, Zoho One, Zoho Books, Zoho Desk, and Zoho Projects<br>
</div><div>
Build custom modules, workflows, and automation using Deluge scripting<br>
</div><div>
Integrate Zoho with third-party tools via APIs and Zoho Flow<br>
</div><div>
Manage data migration and integrity across Zoho modules<br>
</div><div>
Provide technical support and train end-users on Zoho tools<br>
</div><div>
Gather business requirements and translate them into Zoho configurations</div></div><div></div><h3 class="jobSectionHeader"><b><br>
Requirements</b></h3><div><div>
Bachelor's degree in IT, Computer Science, or related field<br>
</div><div>
1+ year of hands-on Zoho experience (CRM, Zoho One, Books, Desk, or similar)<br>
</div><div>
Basic knowledge of Zoho customization and workflows<br>
</div><div>
Strong communication and problem-solving skills<br>
Zoho CRM Certified Administrator or Developer<br>
</div><div>
Experience with REST APIs and third-party integrations<br>
</div><div>
Familiarity with HTML, CSS, or JavaScript</div></div><div></div><h3 class="jobSectionHeader"><b><br>
Benefits</b></h3><div><div>
Competitive salary package<br>
</div><div>
High commission structure<br>
</div><div>
Performance-based incentives<br>
</div></div><div>
Comprehensive health insurance coverage<br>
</div><div>
Specialized internal training programs<br>
</div><div>
Career growth and promotion opportunities<br>
</div><div>
Opportunities for regional and global exposure<br>
</div><div>
30 days of paid annual leave</div></div><div></div>

IT Specialist – Zoho Platform

Deraya Insurance Brokerage

<div>
 <strong>
  About the Role
 </strong>
 <p>
  We are looking for a
  <strong>
   Senior Salesforce System Administrator
  </strong>
  with strong
  <strong>
   Lightning development capabilities
  </strong>
  to lead the evolution of our CRM landscape and directly support business growth.
 </p>
 <p>
  This is a
  <strong>
   high-impact, hybrid Admin + Developer role
  </strong>
  where you will own the Salesforce platform end-to-end&mdash;optimizing sales processes, enabling data-driven decisions, and delivering scalable solutions that enhance productivity across the organization.
 </p>
 <p>
  You will work closely with
  <strong>
   Sales, Customer Service, and Leadership teams
  </strong>
  to translate business needs into robust Salesforce solutions.
 </p>
 <strong>
  Key Responsibilities
 </strong>
 <ul>
  <li>
   <strong>
    Own and manage the Salesforce platform
   </strong>
  </li>
  <li>
   <strong>
    User management, roles, profiles, permissions, and security model
   </strong>
  </li>
  <li>
   System configuration, data integrity, and environment management
  </li>
  <li>
   <strong>
    Design and implement scalable solutions on Lightning Platform
   </strong>
  </li>
  <li>
   <strong>
    Develop using Apex, Lightning Web Components (LWC), and Flows
   </strong>
  </li>
  <li>
   Build custom objects, validation rules, and automation
  </li>
  <li>
   <strong>
    Drive sales process optimization
   </strong>
  </li>
  <li>
   <strong>
    Enhance lead management, opportunity tracking, and pipeline visibility
   </strong>
  </li>
  <li>
   Improve forecasting accuracy and reporting capabilities
  </li>
  <li>
   <strong>
    Partner with business stakeholders
   </strong>
  </li>
  <li>
   <strong>
    Gather requirements from Sales and Customer teams
   </strong>
  </li>
  <li>
   Translate business needs into technical solutions
  </li>
  <li>
   <strong>
    Manage integrations and data flows
   </strong>
  </li>
  <li>
   <strong>
    Integrate Salesforce with external systems (ERP, contact center, marketing tools)
   </strong>
  </li>
  <li>
   Ensure data consistency and reliability across platforms
  </li>
  <li>
   <strong>
    Deliver insights and reporting
   </strong>
  </li>
  <li>
   <strong>
    Build dashboards and reports to support decision-making
   </strong>
  </li>
  <li>
   Enable leadership visibility on KPIs and performance
  </li>
  <li>
   <strong>
    Ensure platform performance and governance
   </strong>
  </li>
  <li>
   <strong>
    Monitor system health, troubleshoot issues, and manage releases
   </strong>
  </li>
  <li>
   Enforce best practices in development, security, and data governance
  </li>
 </ul>
 <strong>
  Requirements
 </strong>
 <ul>
  <li>
   <strong>
    Experience:
   </strong>
  </li>
  <li>
   <strong>
    3+ years
   </strong>
   of hands-on experience with Salesforce (Admin + Development)
  </li>
  <li>
   Proven experience in
   <strong>
    Lightning Platform development
   </strong>
  </li>
  <li>
   <strong>
    Technical Skills:
   </strong>
  </li>
  <li>
   <strong>
    Strong expertise in Apex, LWC, Flows, and Salesforce configuration
   </strong>
  </li>
  <li>
   Experience with
   <strong>
    Sales Cloud
   </strong>
   , including pipeline management and forecasting
  </li>
  <li>
   Solid understanding of
   <strong>
    data models, security architecture, and automation tools
   </strong>
  </li>
  <li>
   <strong>
    Business Acumen:
   </strong>
  </li>
  <li>
   <strong>
    Deep understanding of sales processes, CRM lifecycle, and revenue operations
   </strong>
  </li>
  <li>
   Ability to align Salesforce capabilities with business objectives
  </li>
  <li>
   <strong>
    Certifications (Required/Preferred):
   </strong>
  </li>
  <li>
   <strong>
    Salesforce Certified Administrator
   </strong>
  </li>
  <li>
   Salesforce Platform Developer I
  </li>
  <li>
   <strong>
    Soft Skills:
   </strong>
  </li>
  <li>
   <strong>
    Strong stakeholder management and communication skills
   </strong>
  </li>
  <li>
   Ability to work independently and drive initiatives end-to-end
  </li>
 </ul>
 <strong>
  Nice-to-Have
 </strong>
 <ul>
  <li>
   Experience with
   <strong>
    API integrations
   </strong>
   (REST/SOAP) and middleware tools
  </li>
  <li>
   Exposure to
   <strong>
    Salesforce integrations with ERP or contact center platforms
   </strong>
  </li>
  <li>
   <strong>
    Experience in insurance, financial services, or high-growth environments
   </strong>
  </li>
  <li>
   <strong>
    Knowledge of Salesforce reporting tools, Tableau, or Power BI
   </strong>
  </li>
  <li>
   <strong>
    Familiarity with DevOps practices (CI/CD for Salesforce)
   </strong>
  </li>
 </ul>
 <strong>
  Why Join Us
 </strong>
 <ul>
  <li>
   <strong>
    Own a critical platform
   </strong>
   that directly impacts revenue and customer experience
  </li>
  <li>
   Work in a
   <strong>
    high-visibility role
   </strong>
   with strong exposure to leadership
  </li>
  <li>
   Opportunity to
   <strong>
    shape and scale Salesforce
   </strong>
   in a growing organization
  </li>
  <li>
   Be part of a
   <strong>
    digital transformation journey
   </strong>
   , driving real business outcomes
  </li>
  <li>
   Collaborative environment with
   <strong>
    cross-functional impact
   </strong>
  </li>
 </ul>
 <strong>
  Call to Action
 </strong>
 <ul>
  <li>
   If you are passionate about building scalable CRM solutions and driving sales excellence through Salesforce, we would like to hear from you.
  </li>
 </ul>
</div>


Senior Salesforce System Administrator (Lightning Platform)

USA Mortgage

<div>Description:
<p>
 <b>Who We Are</b></p><p>
At DAS Acquisition Company, LLC. (USA Mortgage), our mission is the unrelenting pursuit of perfection. We pride ourselves on the superior level of service that our status as a mortgage lender enables us to provide. Since 2001, we have been recognized as a top-choice residential lender in the St. Louis metropolitan area by the St. Louis Business Journal. Our ongoing success is driven by our strategy to deliver our clients a level of service unrivaled in the mortgage industry. We recognize that people are our competitive advantage, which is why we put so much emphasis ensuring that DAS Acquisition Company, LLC. is a great place to work!</p><p><b>
POSITION SUMMARY DESCRIPTION</b></p><p>
The Digital Marketing Specialist is responsible for administering, optimizing, and activating USA Mortgage&rsquo;s CRM platform (Total Expert) to support loan officer productivity, digital visibility, and compliant marketing execution.</p><p><br>
</p><p><b>Primary objectives</b></p><p>
This role combines hands-on CRM administration with digital marketing enablement, ensuring the CRM connects seamlessly with local online presence, reputation management, and digital advertising efforts. This Marketing position also works closely with Sales, Training, Compliance, and external partners to deliver scalable, effective marketing support to the field.</p><p><br>
</p><p></p><p><b>SPECIFIC Responsibilities</b></p><ul><li>
Serve as the primary administrator and system owner for Total Expert.</li><li>
Configure and maintain journeys, workflows, templates, permissions, licensing, and user access.</li><li>
Manage user onboarding, role changes, offboarding, and ongoing system hygiene.</li><li>
Ensure CRM messaging, automation, and campaigns align with USA Mortgage branding, compliance, and communication standards.</li><li>
Monitor platform updates and enhancements, coordinate testing, rollout, and internal communication.</li><li>
Establish governance and change-management practices to maintain system integrity and consistency.</li><li>
Identify and implement CRM-driven improvements that increase efficiency, adoption, and marketing effectiveness.</li><li>
Support loan officer digital enablement through CRM-connected initiatives, including:
<ul><li>Google Business Profile management</li>
<li>Reputation management and review support</li>
<li>Digital advertising campaign execution and tracking</li>
</ul></li><li>Serve as an escalation resource for loan officers and internal teams.</li><li>
Track and report on CRM usage, adoption, and digital marketing performance metrics.</li><li>
Coordinate with internal teams and vendors to support integrated marketing and CRM initiatives.</li></ul>
Requirements:
<ul><li>Experience in Total Expert a must</li><li>
Familiarity with Google Business Profiles, online reputation management, or digital advertising is a plus.</li><li>
Highly organized with strong attention to detail</li><li>
Comfortable working cross-functionally with technical and non-technical teams.</li><li>
Strong understanding of mortgage sales and marketing workflows.</li><li>
Proficient in Microsoft Office tools.</li><li>
Able to learn quickly, adapt to change, and exercise sound judgment.</li></ul></div><p></p>

Digital Marketing Specialist

Plutus21

<div><p><b>Position Summary:</b><br>
The <b>Salesforce Administrator</b> will handle all user and license management, configure Salesforce features, and maintain data accuracy. This person will manage sandboxes, support users, track adoption, and ensure smooth system performance. The role includes executing roadmap priorities, managing third-party integrations, developing scalable solutions, providing user training, and creating clear technical documentation.</p><h3 class="jobSectionHeader"><b>
Responsibilities:</b></h3><ul><li><p>
Manage users and licenses: setup, deactivation, roles, profiles, permissions, groups, OWD, and sharing rules.</p></li><li><p>
Configure Salesforce: Workflows, Process Builder, Flow, approval processes, record types, layouts, dashboards, and reports.</p></li><li><p>
Manage sandbox environments.</p></li><li><p>
Gather and translate business requirements into effective Salesforce solutions.</p></li><li><p>
Identify unused or underused platform features.</p></li><li><p>
Create and maintain the Salesforce roadmap and define priorities with stakeholders.</p></li><li><p>
Communicate platform changes to users and stakeholders.</p></li><li><p>
Maintain high data quality through automation and rules.</p></li><li><p>
Perform proactive system maintenance: Security Reviews, Release Updates, Health Check, and Optimizer.</p></li><li><p>
Handle user support tickets.</p></li><li><p>
Monitor and improve user adoption.</p></li><li><p>
Conduct new user onboarding and ongoing training.</p></li><li><p>
Maintain clear technical documentation.</p></li><li><p>
Manage integrated applications and work with third-party vendors.</p></li><li><p>
Validate business requirements considering security, scalability, and limits.</p></li><li><p>
Develop Apex classes, triggers, Visualforce pages, and Lightning components as needed.</p></li><li><p>
Create custom user interfaces using Visualforce, Aura, and Lightning Web Components.</p></li><li><p>
Use Salesforce APIs to connect with other company systems.</p></li><li><p>
Maintain code documentation and test classes.</p></li><li><p>
Oversee release cycles for new and updated applications.</p></li><li><p>
Integrate and maintain tools like Conga, Highspot, NetSuite, and Icertis.</p></li><li><p>
Collaborate with IT and developers to ensure system integration across the business.</p></li></ul><h3 class="jobSectionHeader"><b>
Requirements:</b></h3><p><b>
Minimum Required:</b></p><ul><li><p>
3+ years of Salesforce experience as both Administrator and Developer.</p></li><li><p>
Salesforce Administrator Certification.</p></li><li><p>
Salesforce Platform Developer I Certification.</p></li><li><p>
Strong communication skills to work with stakeholders at all levels.</p></li><li><p>
Experience with Apex, Visualforce, and JavaScript.</p></li><li><p>
Experience with Integration Tools (Celigo, Boomi, Informatica).</p></li><li><p>
Experience with Salesforce CPQ.</p></li><li><p>
Knowledge of change management and governance.</p></li><li><p>
Understanding of Order-to-Cash processes.</p></li><li><p>
Bachelors degree from a 4-year accredited college/university (preferred).</p></li></ul></div>

Salesforce Administrator

Northwestern Mutual

<p>We are seeking a detail-oriented and proactive individual to support our financial planning practice. This role involves managing daily administrative tasks, client appointment setting, marketing initiatives, and operational improvements to ensure a seamless client experience.</p><p>Core Responsibilities</p><p>Daily Administration &amp; CRM Management</p><ul><li>Manage Outlook inbox and calendar, ensuring all client communications and appointments are &quot;set regarded&quot; in Dynamics 365.</li><li>Process post-appointment results and case notes, ensuring CRM files are updated with accurate subject lines and next steps.</li><li>Schedule follow-up phone calls and marketing list assignments based on advisor case notes.</li><li>Proactively monitor advisor backlog on case notes and send reminders for missing data.</li></ul><p>Appointment Setting &amp; Client Experience</p><ul><li>Conduct outbound calls for annual reviews and appointment setting, referencing previous notes for context.</li><li>Optimize the advisor's schedule by clustering in-person meetings on specific days (Tues/Thurs) while booking virtual meetings flexibly.</li><li>Maintain accurate birthday records on the calendar and reference NM Connect for upcoming milestones.</li></ul><p>Weekly Operations &amp; Marketing</p><ul><li>Update weekly opportunity lists in CRM prior to positive focus meetings.</li><li>Assist in case preparation, including PX, CCV, and IFL reports.</li><li>Participate in tactical meetings to plan marketing and prospecting for the week ahead.</li><li>Submit and track client-facing materials through compliance approval via Marketing Commons.</li></ul><p>Qualifications</p><ul><li>Proficiency in Microsoft Outlook and Dynamics 365 (CRM).</li><li>Strong communication skills for professional client outreach.</li><li>Ability to identify process improvements and contribute to strategic business planning.</li><li>High level of discretion and attention to security details.</li><li>NYLAAH</li><li>SIE, Series 6/7, Series 63/66 Preferred</li></ul><p>Pay: $45,000.00 - $52,000.00 per year</p><p>Work Location: In person</p>

Associate Financial Planning and Analysis Specialist

Nexus95

<p><b>Key Responsibilities</b></p><p><b>CRM Management (Mandatory)</b></p><ul><li>Manage and maintain the company&rsquo;s CRM system, ensuring all client data, leads, and follow-up activities are accurately updated</li><li>Track client interactions, sales opportunities, and pipeline progress</li><li>Ensure CRM data is well-structured, accurate, and consistently up to date</li></ul><p><b>Administrative &amp; Operational Support</b></p><ul><li>Oversee daily workflows and effectively prioritize tasks</li><li>Maintain organized documentation, records, and data systems</li><li>Support the coordination and execution of ongoing projects</li></ul><p><b>Communication &amp; Coordination</b></p><ul><li>Communicate professionally with clients and internal teams</li><li>Coordinate with stakeholders to ensure timely completion of tasks</li><li>Handle client follow-ups and administrative correspondence efficiently</li></ul><p><b>Lead Generation &amp; Database Management</b></p><ul><li>Conduct market research to identify potential leads</li><li>Maintain and update lead databases regularly</li><li>Track lead engagement and monitor progress throughout the sales cycle</li></ul><p><b>Tools &amp; Design Expertise</b></p><ul><li>Utilize project management tools such as Trello, Asana, or Jira</li><li>Demonstrate working knowledge of Canva and Adobe Photoshop</li><li>Create basic marketing and visual materials as required</li></ul><p><b>Google Workspace Proficiency</b></p><ul><li>Work efficiently with Google Docs, Sheets, Gmail, and Calendar</li><li>Manage reports, schedules, and documentation in an organized manner</li></ul><p><b>Time Management &amp; Problem-Solving</b></p><ul><li>Handle multiple tasks with strong attention to detail</li><li>Work independently while consistently meeting deadlines</li><li>Proactively identify and resolve operational challenges</li></ul><p><b>Requirements</b></p><ul><li>Minimum <b>1 year of relevant experience</b> (CRM experience is mandatory)</li><li>Strong written and verbal communication skills</li><li>Experience in administrative support and lead generation</li><li>Proficiency in CRM systems and Google Workspace</li><li>Basic design skills using Canva and Adobe Photoshop</li><li>Willingness to work evening shift (<b>5:00 PM &ndash; 1:00 AM</b>)</li></ul><p><b>How to Apply</b><br/>Interested candidates are encouraged to submit their updated resume to <b>hr@nexus95.com</b> or apply directly via Indeed.</p><p>Job Type: Full-time</p><p>Work Location: In person</p>

Onsite Virtual Assistant (CRM Expert)

Yalent

<div>The Mission<p>
AllCare AI is an AI-powered healthcare delivery platform that brings the full clinic directly to seniors &mdash; where they live. We partner with CCRCs, Independent Living communities, and senior living operators across California to make enrollment seamless and care accessible. We don&rsquo;t just coordinate care &mdash; we deliver it.</p><p>
We are growing fast. Demand for our model is outpacing capacity, and our Consumer division is expanding quickly. To do that at scale, we need our operational handoffs to be airtight &mdash; every patient record complete, every consent confirmed, every eligibility check cleared before a provider ever walks through the door.</p>
The Opportunity<p>
This is not a support role. This is an operational readiness role.</p><p>
As a Sales Operations Specialist on the Consumer division team, you sit at the intersection of sales and clinical delivery. You are responsible for ensuring that every patient moving through the enrollment pipeline is fully ready for care &mdash; consents completed, eligibility verified, and all documentation accurately recorded in the CRM &mdash; before providers are dispatched. A missed consent or an eligibility gap does not just create an administrative problem. It disrupts care delivery and puts the clinical team in a difficult position. You are the check that prevents that.</p><p>
You will also own performance reporting for the Consumer division &mdash; tracking enrollment activity, pipeline health, and team attainment to give leadership the visibility they need to make fast, informed decisions.</p><p>
Important: this role operates on US Pacific hours (9am&ndash;6pm PST), which corresponds to evening and night hours in Egypt. We work this way because the role requires daily collaboration with the US-based team. We are transparent about this upfront &mdash; if this schedule doesn&rsquo;t work for you, this is not the right fit. If it does, you will be part of a fast-moving team that values your work and invests in your growth.</p>
What This Looks Like Day-to-Day<p>
Own the CRM.</p><p>
Maintain accuracy and completeness across all Consumer division records &mdash; patient profiles, enrollment status, pipeline stages, activity logs, and documentation. When a record is incomplete or incorrectly staged, you catch it and resolve it before it creates a downstream problem.</p><p>
Manage patient consents.</p><p>
Verify that consent documentation is complete, correctly recorded, and up to date for every patient in the enrollment pipeline. Nothing moves to clinical handoff without consent in place. You are the final check on that.</p><p>
Run eligibility checks.</p><p>
Conduct and track eligibility verifications for patients prior to provider dispatch. Identify gaps or discrepancies early, coordinate resolution with the relevant team members, and ensure eligibility status is accurately reflected in the system.</p><p>
Own the handoff.</p><p>
Ensure that every patient transitioning from enrollment to clinical care has a complete, clean record &mdash; consents confirmed, eligibility cleared, documentation filed &mdash; so providers can walk in prepared. A smooth handoff is your accountability.</p><p>
Report on performance.</p><p>
Maintain reporting on enrollment activity, pipeline health, consent completion rates, and team attainment. Prepare summaries for weekly check-ins and quarterly reviews. Surface trends and flag issues before they escalate.</p><b><br>
Requirements</b><br>
<br>
Who This Is For<p>
Healthcare Professionals.</p><p>
You hold a pharmacy degree. This is a hard requirement. AllCare AI delivers pharmacy services as part of its care model, and this role requires someone who understands the clinical and operational language of what we track &mdash; not just the data behind it.</p><p>
You have 3&ndash;5 years of experience in sales operations, healthcare operations, CRM administration, or a similar role. You understand how enrollment or patient-facing workflows operate and what it takes to keep records accurate under volume.</p><p>
Owners, Not Ticket-Closers.</p><p>
You don&rsquo;t wait to be asked. If you see a data problem, you fix it. If a report is missing, you build it. You take responsibility for the accuracy of what you produce and the systems you manage.</p><p>
Clear Communicators.</p><p>
You can translate data into plain language. The people reading your reports are sales and operations leaders, not analysts. You make the numbers easy to act on.</p><p>
Disciplined Remote Operators.</p><p>
You thrive in an async-heavy, remote environment. You manage your time independently, communicate proactively, and deliver without needing close supervision. You are comfortable working US Pacific hours from Egypt on a permanent basis.</p><p>
Detail-Oriented.</p><p>
You notice when something is off. Duplicate records, misclassified stages, inconsistent naming conventions &mdash; these things bother you, and you do something about them.</p>
Requirements<ul><li>Pharmacy degree required &mdash; candidates without a pharmacy background will not be considered</li><li>3&ndash;5 years of experience in sales operations, healthcare operations, CRM administration, or a similar role</li><li>Strong hands-on experience with CRM platforms (Salesforce or HubSpot strongly preferred)</li><li>Experience managing or verifying patient documentation, consents, or eligibility in a healthcare or clinical setting is strongly preferred</li><li>Comfortable working with reporting tools &mdash; CRM-native reports, Excel, or Google Sheets</li><li>Strong written and spoken English &mdash; you will communicate daily with a US-based team</li><li>Comfortable working US Pacific hours (9am&ndash;6pm PST) on a full-time, permanent basis</li></ul><b><br>
Benefits</b><br>
<br>
Compensation &amp; Benefits<p>
Monthly base salary of $800&ndash;$1,000 (determined based on experience), plus a performance bonus tied to team results.</p><ul><li>Fully remote position</li><li>Consistent schedule with a high-growth US healthcare company</li><li>Direct access to senior leadership and meaningful visibility into company performance</li></ul></div>

Sales Operations Specialist

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