Job Description: CRM Specialist (Full-Time, Work From Office)

Position Overview:
We are seeking an experienced CRM Specialist to join our team on a full-time, in-office basis. The ideal candidate will have a minimum of 5 years of professional experience in CRM management and integrations, with strong expertise in Clientify and Zoho. This role involves optimizing sales pipelines, workflows, and automation processes, along with managing integrations and data flow across various platforms. Proficiency in Spanish is highly desirable.

Key Responsibilities:

1. CRM Management & Optimization:
• Design, implement, and manage sales pipelines, workflows, and lead management systems in Clientify and Zoho.
• Develop automated processes, including lead assignment (e.g., round-robin distribution), follow-ups, and notifications.
• Create, maintain, and present reports and dashboards to provide insights into sales performance and pipeline efficiency.
2. Integration Expertise:
• Integrate and maintain seamless data flow between Clientify, Zoho, Stripe, Zapier, Hotmart, Calendly, Instagram, Whatsapp and other platforms.
• Develop and optimize workflows to ensure operational efficiency and accuracy.
3. Social Media Ads Management:
• Collaborate with the marketing team to oversee social media advertising campaigns.
• Track and analyze ad performance, ensuring alignment with CRM-generated leads and sales.
4. Landing Pages & Automation:
• Create and manage landing pages in Hotmart, ensuring optimized lead capture.
• Use tools like Zapier to automate workflows between platforms.
5. Reporting & Analytics:
• Develop and maintain detailed reports and dashboards to track KPIs.
• Provide actionable insights to improve sales and marketing effectiveness.
6. Collaboration & Training:
• Work closely with cross-functional teams, including sales and marketing, to ensure CRM alignment with business objectives.
• Provide training and support to team members on CRM tools and processes.

Requirements:

• Minimum 5 years of professional experience as a CRM Specialist or similar role.
• Strong expertise in Clientify and Zoho, with a deep understanding of:
• Sales pipelines and workflows.
• Lead assignment automation (e.g., round-robin distribution).
• Reporting and dashboard creation.
• Proven experience with platform integrations (e.g., Stripe, Zapier, Hotmart, Calendly).
• Experience managing social media advertising campaigns and analyzing performance.
• Familiarity with landing page creation and optimization.
• Excellent organizational, analytical, and communication skills.
• Proficiency in Spanish (preferred but not mandatory).

Preferred Skills:

• Knowledge of marketing automation and tools.
• Previous experience in a fast-paced, results-driven environment.

Work Environment:

• Location: Work From Office (WFO).
• Schedule: Full-time position with standard working hours.

Benefits:

• Competitive salary based on experience.
• Opportunity to work with cutting-edge tools and technologies.
• Collaborative and growth-oriented work environment.

If you’re a skilled CRM Specialist passionate about driving results through technology and integrations, we’d love to hear from you!