CRM Coordinator

Smartly Technologies is adding a CRM Coordinator to its team supporting managed IT, cybersecurity, cloud services, software and web delivery, technical support, systems, data, projects, and customer service. The opening is full time, fully remote, and open to candidates throughout the United States.

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 managed IT and technical delivery.
• 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.
• 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

$66,000 - $74,500 per year