Job Description:
We are looking for a detail-oriented and proactive Sales Operations CRM Specialist to support our growing team. This role will focus on managing and optimizing our sales pipeline, ensuring CRM accuracy, and supporting reporting and process improvements. You will work closely with leadership to maintain visibility across deals, identify bottlenecks, and help drive sales efficiency.
Schedule: Monday to Friday, 9:00 AM to 1:00 PM Pacific Time
Key Responsibilities:
- Own and manage the CRM (Close) to ensure all deals, stages, notes, and ownership are accurate and up to date
- Monitor the sales pipeline and identify stalled deals, ensuring proper follow-ups are executed
- Prepare and deliver weekly sales reports (pipeline value, new leads, meetings, wins/losses)
- Maintain CRM hygiene by implementing structured processes and ensuring data accuracy
- Collaborate with internal stakeholders to improve sales workflows and remove bottlenecks
- Create simple SOPs and Loom videos to support consistent CRM usage and processes
Requirements:
- Proven experience working with CRM platforms (preferably Close or similar tools)
- Strong understanding of sales pipelines, reporting, and sales operations processes
- Excellent attention to detail and ability to maintain accurate data
- Strong communication skills and ability to collaborate with cross-functional teams
- Experience in creating SOPs, documentation, or process workflows
- Self-starter with the ability to work independently and proactively identify improvements
Independent Contractor Perks
Permanent work from home
Immediate hiring
Steady freelance job
Side Note
This is a permanent work-from-home role under an Independent Contractor arrangement. Candidates must have their own computer and reliable internet connection, and are responsible for their own taxes and benefits. Professional hourly fees are established based on your performance in the application process.
Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.