CRM Operations Specialist

About the role

This contract role is remote and requires a commitment of 10-40 hours per week, with compensation ranging from $40 to $80 per hour.

Responsibilities

• Evaluate and provide input on CRM workflows, sales processes, and automation logic using Salesforce, HubSpot, and other leading platforms.
• Document current sales operations practices, identifying pain points and opportunities for process improvement.
• Contribute real-world examples, scenarios, and feedback reflecting best practices in CRM operations and sales enablement.
• Review, analyze, and annotate CRM data, records, and user interactions to support AI training objectives.
• Assess and validate AI system outputs for accuracy and alignment with actual sales operations.
• Collaborate on content generation and review for documentation, training materials, and process guides related to CRM tools.

Requirements

• Strong relevant experience in CRM and sales operations, with demonstrated expertise in Salesforce and HubSpot.
• Proficiency with additional platforms such as Close, Apollo, Salesloft, Intercom, Freshdesk, Shopify, Crayon, or Funnel is highly valued.
• Track record of optimizing sales processes, implementing automations, and managing CRM data integrity.
• Strong analytical and process-mapping abilities, with a detail-oriented approach to complex business workflows.
• Effective written and verbal communication skills to deliver clear documentation and actionable feedback.
• Experience providing feedback or training in process improvement or software implementation contexts is a plus.

Schedule

10-40 hours per week.

Pay

$40 - $80 per hour.