Sales Operations CRM Specialist
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Salesforce CRM specialist improving data integrity, automation, and sales processes for First Legal’s litigation support services. Training representatives and tracking CRM and productivity metrics.
Responsibilities:
- Oversee the Salesforce CRM to ensure data integrity and streamline sales workflows
- Partner with sales leadership to analyze bottlenecks, reduce cycle times, and identify process improvements that cut inefficiencies and boost sales productivity
- Use Salesforce automation tools to streamline workflows and shorten sales cycles
- Train new sales representatives on the CRM during onboarding
- Keep sales process documentation current as processes change
- Work closely with sales representatives, business development, the operations manager, and other stakeholders to align goals and support the sales organization
- Track CRM data accuracy and hygiene, including required-field completion and duplicate rate
- Monitor CRM adoption and system uptime
- Track the number of process improvement initiatives completed per quarter
Requirements:
- 3–5 years of experience in sales operations, CRM administration, or a similar role
- Strong hands-on Salesforce experience supporting sales processes
- Excellent analytical skills and experience using data and metrics to improve team performance
- Advanced Excel skills
- Experience building dashboards for KPI tracking and sales analytics
- Required to take an Excel Assessment
- Strong attention to detail and a data-driven approach to sales and business operations
- Clear, effective communication with sales, business development, and cross-functional stakeholders
- Ability to build strong working relationships that improve team performance and help the team reach sales targets
- Must reside in one of the following states: Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Kentucky, Maryland, Michigan, Minnesota, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, or Wisconsin
Benefits:
- Health, vision, and dental benefits with generous, low-cost plans for employees and their families
- Wellness and mental health support
- Paid time off
- 401(k) with company matching
Similar Jobs
Senior Cloud Partner Success Manager
Senior Cloud Partner Success Manager driving partner revenue and adoption of Acronis Cyber Protect Cloud. Managing channel relationships, onboarding, enablement, retention, and cloud-service growth in Malaysia.
Customer Success Specialist – Contract
Customer Success Specialist supporting family-run businesses using Ambrook's accounting, banking, and spending tools. Guiding onboarding, troubleshooting, and financial understanding through chat and calls.
Customer Success Associate
Customer Success Associate managing client satisfaction, service delivery, and escalations for ePlus, a technology solutions provider. Driving retention, onboarding, reviews, and upsell coordination.
Customer Success Manager, Medical Affairs
Customer Success Manager guiding medical affairs customers through MediSpend SaaS launches, adoption, renewals, and expansion. Building relationships, training teams, and translating customer needs into product solutions.
Customer Success Manager – Product
Customer Success & Product Manager helping customers maximize a SaaS platform. Building AI workflows, configuring integrations, and translating customer needs into product improvements.
Manufacturing Partner Success Manager
Manufacturing Partner Success Manager resolving production issues and partner requests. Supporting Xometry’s digital manufacturing marketplace through queue management, cross-functional operations, and quality coordination.
Manufacturing Partner Success Manager
Partner Success Manager resolving production blockers and coordinating manufacturing partners. Supporting Xometry’s digital marketplace through queue management, dispute resolution, and cross-functional operations.
Customer Success Manager
Customer Success Manager supporting Trackman’s golf driving range and indoor golf customers. Training venue staff, launching facilities, and building operator communities across Southwest Europe.
Customer Success Manager
Customer Success Manager driving customer outcomes, retention, and expansion for PowerSchool’s cloud-based K-12 education software. Using customer insights, health forecasting, adoption programs, and cross-functional advocacy.
Mid-Level Customer Success Analyst
Analista de Customer Success conduzindo onboarding, treinamentos e gestão de carteiras para clientes da plataforma de gestão empresarial da Omie. Monitoramento de adoção, satisfação, retenção e churn.
Customer Success Manager II
Customer Success Manager owning Division I athletic department relationships for Teamworks, a sports technology platform. Driving retention, adoption, expansion, and strategic customer value.
Customer Success Manager
Customer Success Manager guiding Indonesian enterprise customers through UiPath automation, AI, and agentic transformation. Driving adoption, value realization, renewals, and expansion.
Customer Success Manager
Customer Success Manager retaining and expanding public-sector agency accounts for TrueComp’s workforce-planning platform. Owning renewals, adoption, escalations, and customer relationships.
Property Client Success Specialist
Remote client success specialist managing utility onboarding and billing for London lettings and sales clients. Supporting tenants and landlords during UK business hours.
CRM, Marketing Coordinator
Remote CRM and marketing coordinator onboarding London lettings clients to utility services. Managing client communications, databases, social media, marketing content, and AI-enabled workflows.
CRM Marketing Specialist
CRM Marketing Specialist deploying Braze email, SMS, and lifecycle journeys for Delta Defense. Supporting automation, segmentation, QA, and cross-functional campaign execution.
Partner Success Manager
Partner Success Manager managing Insurity’s SaaS insurance partner ecosystem. Driving onboarding, joint GTM pipeline, program operations, and AI automation improvements.
Partner Success Manager
Partner Success Manager managing Insurity’s insurance SaaS partner ecosystem. Driving onboarding, joint GTM activities, pipeline growth, and AI-enabled partner operations.
CRM Manager
CRM Manager driving personalized email, SMS, and push campaigns for a global sports organization. Optimizing fan lifecycle journeys through testing, analytics, and automation.
Manager, Client Success
Cyber Operations Client Success Manager leading client relationships, escalations, and service delivery for cybersecurity provider Optiv. Managing lifecycle operations, reporting, contractual compliance, and team development.