CRM Operations Coordinator

Key Responsibilities:

• Develop and maintain SOPs for sales and marketing operations, ensuring they are streamlined, up-to-date, and efficiently support activities.
• Administrate our CRM system (HubSpot), optimizing sales processes, tracking interactions, forecasting sales, and reporting on team performance.
• Support data integrity initiatives by performing data editing and cleansing exercises, ensuring accurate and clean data is maintained within our systems.
• Assist in customer service, managing inquiries, resolving issues, and ensuring a high level of customer satisfaction.
• Identify and qualify potential leads, providing senior sales and partnership personnel with the information needed for targeted sales efforts.
• Work closely with both the sales and marketing teams, with a primary focus on sales, to align sales operations with broader business objectives.
• Prepare reports and analyses for the CRM and Marketing Operations Manager, providing insights that contribute to strategic decision-making.
• Stay abreast of industry trends and CRM technology advancements to recommend improvements to our sales processes.
• Having basic knowledge about automations and willing to learn

Skills & Qualifications:

• Bachelor’s degree in Business Administration, Marketing, or related field.
• 1-3 years of experience in data, CRM, sales operations, customer service, or a related role, preferably within the technology or software industry.
• Proficiency in HubSpot or similar CRM software.
• Strong communication skills, with the ability to create clear and effective SOPs.
• Detail-oriented and strong problem-solving skills
• Demonstrated ability to manage multiple tasks and adapt in a dynamic environment.
• Excellent analytical skills, capable of identifying trends and insights from data.
• Proven commitment to high-quality customer service.
• Team-oriented, with a proactive and problem-solving approach.