CRM Tech Automation Specialist

1 day ago

San Juan, National Capital Region, Philippines beBeeTechAutomation Full time $14,000 - $28,000
Dynamic CRM Integration Specialist Role

This is an exciting opportunity to join our team as a dynamic and fast-paced CRM Integration Specialist.


The successful candidate will be responsible for supporting the sales team's growth by handling tech stack related tasks, overseeing our tech stack, and working closely with marketing teams to ensure all our marketing funnels and sales systems are working properly from a tech standpoint.


Key responsibilities of this position include:


  • Supporting the sales team's growth in a dynamic environment
  • Assisting the Director of Sales Operations with onboarding and setting up new accounts and sales reps
  • Ensuring all new sales reps are set up correctly from a tech stack perspective before they go live to take first calls
  • Helping to implement and set up new tech stack, systems, & processes
  • Communicating with the brand's marketing team on lead flow initiatives
  • Creating and managing tech integrations using Zapier (in systems like Pipedrive, Active Campaign, Typeform, Oncehub etc)
  • Building out automations and workflows in the CRM with the director of sales ops' instruction and oversight
  • Creating new reports and dashboards in the CRMs
  • Successfully completing the entire CRM configuration SOP for new accounts
  • Taking full ownership of all Oncehub activity including creating new master page booking links, creating new booking pages, managing resource pools, updating rep availability, and keeping the once hub links and pathways documents up to date and accurate at all times
  • Taking ownership of all tech stack related items in the launching a new sales engine SOP
  • Uploading and updating new trainings in the sales resource center
  • Being a resident expert on all of our sales systems & processes
  • Managing rep adherence to CRM process across sales teams
  • Troubleshooting lead flow issues, CRM integrations issues, or any other tech related issues
  • Ensuring the data in Looker Studio are accurate

Required Skills and Qualifications

For this role, you should have:


  • Experience building zaps in Zapier
  • Able to learn CRMs quickly
  • Ability to build automations to create more efficient workflows
  • A passion for learning and personal development

You should not apply if you're not:


  • An independent thinker
  • Frustrated by static environments
  • Unwilling to collaborate in creative environments
  • Detail-oriented
  • Teachable and seeking personal development

Education and Qualifications

No specific qualifications were mentioned for this role.


Benefits of Working With Us

We offer a dynamic work environment that fosters creativity, innovation, and growth. As a CRM Integration Specialist, you'll have the opportunity to work with cutting-edge technology, collaborate with a talented team, and develop your skills in a fast-paced industry.


Our company values teamwork, open communication, and continuous learning. We believe in providing our employees with opportunities for growth, professional development, and recognition.

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