Demo

CRM Operations Specialist

Inspector Media
Glendale, AZ Full Time
POSTED ON 4/1/2025
AVAILABLE BEFORE 4/30/2025

We’re looking for a proactive and detail-oriented CRM Operations Specialist to manage and optimize our customer relationship management systems. This role is ideal for someone with a strong background in CRM platforms, who is organized, technically skilled, and eager to drive project success on the backend.

Key Responsibilities:

  • CRM Management: Master the use of our CRM tools to manage client relationships, automate processes, and ensure data integrity.
  • Project & Task Management: Utilize ClickUp or similar tools to keep track of all CRM-related tasks and ensure deadlines are met efficiently.
  • System Optimization: Regularly evaluate and optimize the setup of our CRM tools to enhance performance and user experience.
  • Content Coordination for CRM: Oversee the creation of CRM workflows, email templates, and content strategies to enhance user engagement and client retention.
  • Data Analysis & Reporting: Monitor, analyze, and report on CRM data to aid in decision-making and improve client interactions.
  • Continuous Learning: Stay updated with the latest developments in CRM technologies and strategies to enhance system capabilities and operational efficiency.
  • Organization & Documentation: Maintain well-structured documentation of CRM processes, guidelines, and training materials in Google Drive.

Ideal Skillset:

  • Expertise in GoHighLevel
  • Proficiency with Google Drive and ClickUp
  • Experience with other CRM platforms is a plus
  • Basic understanding of content creation tools like Canva

What We’re Looking For:

  • Strong organizational skills and meticulous attention to detail
  • Ability to work independently and take initiative on projects
  • Technical proficiency and a problem-solving mindset
  • Willingness to learn, adapt, and continuously improve CRM processes


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