🌐🔥CRM Operations Specialist, Remote

Xperteez Technology • ,

8d • $40 - $80 • Remote

About The Position

We are seeking a skilled CRM Operations Specialist to join our team on a contract basis. In this remote role, you will play a crucial part in evaluating and refining our CRM workflows, sales processes, and automation logic across platforms like Salesforce and HubSpot. Your responsibilities will include documenting current practices, identifying areas for improvement, and providing valuable feedback to support AI training objectives. You will analyze CRM data, assess AI system outputs for accuracy, and collaborate on the creation of training materials and process guides. This role requires a detail-oriented individual with strong analytical and communication skills, focused on enhancing our sales enablement and CRM operations.

Requirements

• 3+ years of hands-on 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.

Nice To Haves

• Experience providing feedback or training in process improvement or software implementation contexts is a plus.

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.

What This Job Offers

• Career Level: Mid Level
• Education Level: No Education Listed