Improve the reliability of customer and opportunity records used by sales and service teams. You will maintain CRM workflows, help colleagues use the system consistently and investigate data-quality issues. This is a practical operations role for someone who enjoys making processes easier to follow and reports easier to trust.
About this opportunity
Responsibilities
- Review data quality, duplicate records and incomplete sales handovers.
- Maintain agreed pipeline stages, required fields and workflow documentation.
- Configure and test approved automations before wider release.
- Help users troubleshoot common workflow and reporting issues.
- Document changes, access requirements and the results of system checks.
Requirements
- Hands-on experience supporting a CRM or comparable business application.
- Understanding of data imports, field mapping, validation and access controls.
- Ability to investigate issues methodically and explain findings clearly.
- Useful spreadsheet skills and an interest in process improvement.
Job details
- Job title
- CRM Operations Specialist
- Employment
- Full time
- Workplace
- Remote
- Compensation
- Salary not specified