CRM Coordinator

Draftomat is looking for a CRM Coordinator to contribute to customer service, scheduling, gardening and landscape-related operations, order coordination, project support, and vendor administration. You will support prospecting, customer follow-up, CRM accuracy, and sales-team coordination while working with the teams responsible for this area.

Responsibilities

• Maintain lead, prospect, customer, opportunity, and activity records accurately in the CRM.
• Research or qualify assigned prospects using approved criteria and record relevant business information.
• Coordinate follow-up emails, calls, meetings, demos, or handoffs for sales representatives across customer scheduling and service operations.
• Prepare quotes, proposals, account summaries, pipeline reports, or sales-support materials using approved information.
• Track open follow-ups, stalled opportunities, missing information, and next actions while supporting customer scheduling and service operations.
• Support recurring pipeline and activity reporting and help keep sales records complete and current.

Requirements

• Strong organization, customer communication, follow-up, and data-entry skills.
• Comfort using CRM systems, spreadsheets, email, calendars, and sales-support tools.
• Ability to manage a high volume of leads or follow-up tasks without losing documentation.
• Professional communication and clear handoffs to sales or account teams.
• Attention to detail when handling contact, opportunity, pricing, or pipeline information.
• A pre-employment background check is required.

Pay

$64,000 - $73,000 per year

Schedule

• Full Time
• 100% Remote — United States