CRM Processes Specialist
We are a leading Saa
S platform in the influencer marketing space, delivering innovative solutions for brands and agencies. Our global team is committed to
- driven decision making and operational excellence through robust CRM processes.
We're seeking a
- oriented CRM Processes Specialist to manage and optimize our Pipedrive implementation, ensuring data quality and delivering actionable insights to leadership. This role is crucial for maintaining the integrity of our sales data and supporting strategic
- making.
Key Responsibilities
CRM Management:
- - level="1">
Manage and optimize Pipedrive CRM configuration and processes
- - level="1">
Ensure data integrity and maintain clean,
-
- date pipelines - - level="1">
Develop and implement data quality standards and procedures
- - level="1">
Monitor and improve deal movement through pipelines
- - level="1">
Implement effective remarketing strategies for
-
- hot deals
Reporting & Analytics:
- - level="1">
Create and maintain comprehensive reports for D- and C-level executives
- - level="1">
Develop dashboards that provide actionable insights
- - level="1">
Generate regular pipeline health reports
- - level="1">
Track and report on key sales metrics and KPIs
- - level="1">
Monitor data quality metrics and compliance
Process Implementation:
- - level="1">
Design and implement new CRM processes
- - level="1">
Document CRM procedures and best practices
- - level="1">
Train sales team on CRM usage and data entry standards
- - level="1">
Identify and implement process improvements
- - level="1">
Manage system integrations and data flow
Stakeholder Engagement:
- - level="1">
Work closely with sales teams to ensure proper data entry
- - level="1">
Support management with
- driven decision making - - level="1">
Collaborate with marketing team on lead management
- - level="1">
Provide regular updates to leadership on CRM health
Required Qualifications- - level="1">
Extensive experience with Pipedrive CRM
- - level="1">
Strong understanding of sales processes and pipeline management
- - level="1">
Proven track record in CRM administration and optimization
- - level="1">
Experience in creating
- level reports and dashboards
- - level="1">
Advanced Excel/Google Sheets skills
- - level="1">
Strong analytical and
- solving abilities
Success Metrics- - level="1">
CRM data accuracy and completeness
- - level="1">
Pipeline hygiene metrics
- - level="1">
Report delivery timeliness and accuracy
- - level="1">
User adoption rates
- - level="1">
Deal data quality scores
- - level="1">
Remarketing campaign effectiveness
- - level="1">
Executive satisfaction with reporting
Technical Skills- - level="1">
Pipedrive CRM expertise
- - level="1">
Advanced reporting and dashboard creation
- - level="1">
Data analysis and visualization
- - level="1">
Process mapping and documentation
- - level="1">
Integration management
- - level="1">
SQL basics (preferred)
Work Environment- - level="1">
100% remote position
- - level="1">
Global team collaboration
- - level="1">
Independent contractor status (B2B contract)
- - level="1">
Flexible schedule within GMT ±2 hours
Required Competencies- - level="1">
Exceptional attention to detail
- - level="1">
Strong process orientation
- - level="1">
Excellent communication skills in English
- - level="1">
Ability to work independently
- - level="1">
Problem-solving mindset
- - level="1">
Project management capabilities
- - level="1">
Change management skills
Tools & Technologies- - level="1">
Pipedrive CRM
- - level="1">
Reporting and visualization tools
- - level="1">
Project management software
- - level="1">
Documentation tools
- - level="1">
Communication platforms
- - level="1">
Extensive experience with Pipedrive CRM
- - level="1">
Strong understanding of sales processes and pipeline management
- - level="1">
Proven track record in CRM administration and optimization
- - level="1">
Experience in creating
- level reports and dashboards - - level="1">
Advanced Excel/Google Sheets skills
- - level="1">
Strong analytical and
- solving abilities
Success Metrics- - level="1">
CRM data accuracy and completeness
- - level="1">
Pipeline hygiene metrics
- - level="1">
Report delivery timeliness and accuracy
- - level="1">
User adoption rates
- - level="1">
Deal data quality scores
- - level="1">
Remarketing campaign effectiveness
- - level="1">
Executive satisfaction with reporting
Technical Skills- - level="1">
Pipedrive CRM expertise
- - level="1">
Advanced reporting and dashboard creation
- - level="1">
Data analysis and visualization
- - level="1">
Process mapping and documentation
- - level="1">
Integration management
- - level="1">
SQL basics (preferred)
Work Environment- - level="1">
100% remote position
- - level="1">
Global team collaboration
- - level="1">
Independent contractor status (B2B contract)
- - level="1">
Flexible schedule within GMT ±2 hours
Required Competencies- - level="1">
Exceptional attention to detail
- - level="1">
Strong process orientation
- - level="1">
Excellent communication skills in English
- - level="1">
Ability to work independently
- - level="1">
Problem-solving mindset
- - level="1">
Project management capabilities
- - level="1">
Change management skills
Tools & Technologies- - level="1">
Pipedrive CRM
- - level="1">
Reporting and visualization tools
- - level="1">
Project management software
- - level="1">
Documentation tools
- - level="1">
Communication platforms
- - level="1">
CRM data accuracy and completeness
- - level="1">
Pipeline hygiene metrics
- - level="1">
Report delivery timeliness and accuracy
- - level="1">
User adoption rates
- - level="1">
Deal data quality scores
- - level="1">
Remarketing campaign effectiveness
- - level="1">
Executive satisfaction with reporting
Technical Skills- - level="1">
Pipedrive CRM expertise
- - level="1">
Advanced reporting and dashboard creation
- - level="1">
Data analysis and visualization
- - level="1">
Process mapping and documentation
- - level="1">
Integration management
- - level="1">
SQL basics (preferred)
Work Environment- - level="1">
100% remote position
- - level="1">
Global team collaboration
- - level="1">
Independent contractor status (B2B contract)
- - level="1">
Flexible schedule within GMT ±2 hours
Required Competencies- - level="1">
Exceptional attention to detail
- - level="1">
Strong process orientation
- - level="1">
Excellent communication skills in English
- - level="1">
Ability to work independently
- - level="1">
Problem-solving mindset
- - level="1">
Project management capabilities
- - level="1">
Change management skills
Tools & Technologies- - level="1">
Pipedrive CRM
- - level="1">
Reporting and visualization tools
- - level="1">
Project management software
- - level="1">
Documentation tools
- - level="1">
Communication platforms
- - level="1">
Pipedrive CRM expertise
- - level="1">
Advanced reporting and dashboard creation
- - level="1">
Data analysis and visualization
- - level="1">
Process mapping and documentation
- - level="1">
Integration management
- - level="1">
SQL basics (preferred)
Work Environment- - level="1">
100% remote position
- - level="1">
Global team collaboration
- - level="1">
Independent contractor status (B2B contract)
- - level="1">
Flexible schedule within GMT ±2 hours
Required Competencies- - level="1">
Exceptional attention to detail
- - level="1">
Strong process orientation
- - level="1">
Excellent communication skills in English
- - level="1">
Ability to work independently
- - level="1">
Problem-solving mindset
- - level="1">
Project management capabilities
- - level="1">
Change management skills
Tools & Technologies- - level="1">
Pipedrive CRM
- - level="1">
Reporting and visualization tools
- - level="1">
Project management software
- - level="1">
Documentation tools
- - level="1">
Communication platforms
- - level="1">
100% remote position
- - level="1">
Global team collaboration
- - level="1">
Independent contractor status (B2B contract)
- - level="1">
Flexible schedule within GMT ±2 hours
Required Competencies- - level="1">
Exceptional attention to detail
- - level="1">
Strong process orientation
- - level="1">
Excellent communication skills in English
- - level="1">
Ability to work independently
- - level="1">
Problem-solving mindset
- - level="1">
Project management capabilities
- - level="1">
Change management skills
Tools & Technologies- - level="1">
Pipedrive CRM
- - level="1">
Reporting and visualization tools
- - level="1">
Project management software
- - level="1">
Documentation tools
- - level="1">
Communication platforms
- - level="1">
Exceptional attention to detail
- - level="1">
Strong process orientation
- - level="1">
Excellent communication skills in English
- - level="1">
Ability to work independently
- - level="1">
Problem-solving mindset
- - level="1">
Project management capabilities
- - level="1">
Change management skills
Tools & Technologies- - level="1">
Pipedrive CRM
- - level="1">
Reporting and visualization tools
- - level="1">
Project management software
- - level="1">
Documentation tools
- - level="1">
Communication platforms
- - level="1">
Pipedrive CRM
- - level="1">
Reporting and visualization tools
- - level="1">
Project management software
- - level="1">
Documentation tools
- - level="1">
Communication platforms
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