Operations & CRM Specialist

Taxi Mom LLC is a fast-growing company built on safety, structure, and reliability in student transportation. As we continue to expand, we are looking for a highly capable Operations & CRM Specialist who can support daily operations, maintain system accuracy, and ensure nothing falls through the cracks.

This is not a basic VA role — we are looking for someone who can take ownership, communicate confidently, work collaboratively, and adapt quickly in a fast-paced, structured environment.

What You’ll Do
- Manage and maintain Zoho CRM (leads, follow-ups, quotes, and records — all within the system)
- Handle inbound and outbound calls with professionalism (parents, leads, partners)
- Support daily operations, scheduling, and coordination
- Ensure all data is accurate, updated, and well-organized
- Assist with invoicing, payment tracking, and basic bookkeeping tasks

Requirements
- Hands-on experience with Zoho CRM (required)
- Strong understanding of Zoho CRM workflows, automation, and system organization
- Strong customer service experience (required) — confident and professional on calls
- Highly organized with strong attention to detail
- Able to work independently while managing multiple priorities
- Team player with a collaborative mindset, adaptable and flexible
- Strong written and verbal communication skills

Nice to Have
- Advanced Zoho CRM experience (custom fields, pipelines, automation, reporting, and optimization)
- Experience with QuickBooks or similar bookkeeping tools
- Background in operations or service-based businesses
- Social media support experience (basic posting/messaging)

We’re looking for someone who doesn’t just complete tasks, but steps in where needed, supports the team, and takes initiative. This role requires someone who is reliable, accountable, adaptable, and willing to grow with the company.

If you are someone who thrives in a structured environment, communicates well, and is committed to being a strong team player, we’d love to hear from you.