Manage and maintain CRM systems to ensure data accuracy and reliability
Configure and optimize CRM workflows, automations, and pipelines
Coordinate with internal teams to align CRM processes with operational needs
Use ClickUp and GHL to support CRM-related workflows and integrations
Identify and resolve CRM inefficiencies while implementing improvements to enhance performance
Regularly communicate with internal stakeholders to ensure CRM usage aligns with business goals
Drive continuous improvement initiatives to optimize CRM functionality
Ensure internal teams follow established CRM processes and SOPs for consistent usage

Minimum of 3 years of experience working as a CRM Specialist
Experience working with ClickUp, GHL, and other CRM/project management tools
Basic understanding of digital marketing factors, mainly SEO and Google Ads.
Proficient with AI tools and technologies relevant to CRM and marketing automation
Strong communication skills to work with multiple internal stakeholders
Excellent organizational and problem-solving skills
Ability to work independently in a fast-paced, remote environment
Experience working in digital marketing agencies is required
US experience is required.
Fluent in English, oral and written.

CRM Specialist

Key skills