CRM Configuration Specialist Job at Remote Work Digital Limited, Washington DC

blNBazBvemhpQ3R4WTRwMWNNNU9YcFlManc9PQ==
  • Remote Work Digital Limited
  • Washington DC

Job Description

As a CRM Configuration Specialist at Remoteli, you will play a crucial role in configuring and customizing CRM systems to meet the unique needs of our clients. Your primary responsibility will involve creating fields, workflows, and reports within the CRM platform. While some email creation tasks may be required, the focus will primarily be on CRM configuration tasks.

Key Responsibilities:

  • Collaborate with clients and internal teams to understand CRM requirements and objectives.
  • Configure CRM systems by creating and customizing fields, workflows, views, and other relevant components.
  • Assist in the preparation of reports within the CRM platform to provide valuable insights to stakeholders.
  • Work closely with experienced team members to execute CRM configuration tasks efficiently.
  • Ensure compliance with best practices and standards in CRM configuration and customization.
  • Provide support and troubleshooting assistance related to CRM configuration issues.

Requirements:

  • Proven experience in CRM configuration and customization, with a strong understanding of CRM platforms such as Salesforce, Microsoft Dynamics, or similar.
  • Proficiency in creating fields, workflows, views, and reports within CRM systems.
  • Ability to work independently and collaboratively in a remote team environment.
  • Excellent communication skills and the ability to effectively interact with clients and colleagues.
  • Strong problem-solving abilities and attention to detail.
  • Prior experience with email creation and campaign management is a plus.
  • Relevant certifications in CRM platforms are desirable but not mandatory.

Job Overview

Date posted: 08/02/2024

Location: [Insert Location]

Job title: CRM Configuration Specialist

Duration: Permanent

#J-18808-Ljbffr

Job Tags

Permanent employment, Remote job,

Similar Jobs

Smart Solutions

Public Relations and Communications Assistant - Entry Level Job at Smart Solutions

 ...Description We have an immediate need for a Public Relations and Marketing Communications Assistant to join a rapidly growing team. This...  ...for burgeoning companies and break out products. The Entry Level Public Relations and Communications Assistant will work closely... 

Dana-Farber Cancer Institute

Clinical Scheduling Specialist Job at Dana-Farber Cancer Institute

 ...Medical School-affiliated hospitals. + Under the direction of the clinical practice support management team, provides appointment...  ...databases. + A Bachelors Degree in health administration or related field is strongly preferred **,** and/or a minimum of 1 year of... 

Spring Footwear Corp

Imports and Logistics Coordinator/Supply Chain Coordinator Job at Spring Footwear Corp

 ...comfort with every pair of shoes we ship. The Imports and Logistics Coordinator is responsible for overall supply chain (...  ...accurate item, purchase order information Work closely with transportation providers ensuring efficient and effective execution of defined... 

Tutor Doctor Chandler Gilbert Ahwatukee

After School Tutor Job at Tutor Doctor Chandler Gilbert Ahwatukee

 ...Job Description: Tutor Doctor has a relationship with a charter school in North Phoenix (85023) and we are in need of 6-10 onsite tutors to help 2 to 5 days per week between 3-4:15 pm through November 14, 2024 and potentially the full school year. The focus is ELA and... 

Vitalus Health LLC

Health & Wellness Sleep Coach Job at Vitalus Health LLC

 ...Job Description Description: Vitalus Health Houston, TX Remote and hybrid positions available to highly...  ...education on their equipment and supplies. Coaching and engaging our patients to a long-term life of sleeping well, breathing well and being well. You...