CRM Management Specialist

Remote

Full Time

Mid Level

GrowthAssistant is looking for a CRM Management Specialist to support a rapid-growing company in the US. This is an excellent opportunity for someone who wants to work with a well-known brand and continue learning and growing during their career.

The Benefits

Work From Home
Attendance, Performance, and Referral Bonuses
Paid Holidays and Time Offs
Health Insurance Card

Must-Have:

3+ years of CRM experience with data management and automation (Hubspot, Salesforce, etc.)
Intermediate Google Sheets experience for data pulls / uploads and basic formulas, pivot tables, Vlookups, etc.
Experience in a start-up or hyper-growth company where change/pivots are frequent

Core Tasks

Ability to create custom workflows, pipelines, and automation - client to provide copy for templates and strategy behind deployment/sequences
Tracking of data in CRM (i.e meetings, deals, etc.) - client to indicate what data should be tracked and preferences for new objects/fields
Create reports for meetings (scheduled, held), deals, leads, etc. - client to provide clear, prescriptive direction re: report content and presentation of data
Ensure 100% data quality by identifying and filling in missing data points
Monitor deal pipeline: Ensure leads are getting worked on, in the right lead stage, etc.
CRM hygiene (cleaning/clearing marketing contacts, dupes, etc.)
Create and update dashboards based on KPIs per pipeline - client to provide KPIs and guidance for dashboard visualizations
Manage agenda 24 hours in advance, prepare dossier, and notify key task reminders.
Identify leads by managing the contacts on LinkedIn and other possible sources, do outreach via email and direct message, and book sales calls on the Lead’s calendar.
Communicate with the client any post-sales call concerns via email, like bumping to get feedback, a contract signed, etc., or simply enrolling to the next sequence, and updating deal notes in HubSpot.
Book meetings on sales calendars

Nice to Have:

Prior experience supporting multiple executives at the same time
Prior experience building sales systems/frameworks
Experience documenting new processes in SOP/playbook format

Jumpstart your application by filling out our application form AND completing the video recording ahead of time! Here's the link to our video recording for you to complete:

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We are looking for someone who wants to grow as part of a team. Ideal candidates desire to learn and grow and take on more responsibilities along the way.

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Are you willing to work the graveyard shift for 8 hours between 8pm-10am Manila time?*

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List down all CRMs that you have used in your previous work experiences and how long have you used them:
Example Answer: Salesforce Service Cloud - 2 years*

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Companies where you had Sales/Lead Generation experience*

I hereby declare that all information provided in my application with GrowthAssistant is accurate, complete, and true to the best of my knowledge. I understand that any inconsistencies found in the information provided at any stage of the recruitment process may result in the automatic rejection of my application. I understand and acknowledge that I will no longer be considered placeable with GrowthAssistant if any discrepancies are identified.* Agree

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CRM Management Specialist

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