🌐🔥CRM Operations Specialist, Remote

Role Type: Contract

Scope of Work

• 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.

Preferred Qualifications

• 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.

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

• No formal degree required; practical expertise and platform fluency are the primary criteria.