CRM & Marketing Automation Specialist

The CRM & Marketing Automation Specialist is responsible for helping 10x Global Services’ clients to oversee the successful implementation and management of CRM systems within an organization. Your goal is to enable the organization to effectively manage customer relationships, improve sales processes, and enhance customer satisfaction.

This position is 100% remote.

ABOUT THE COMPANY
Our mission is to help business owners achieve their personal, professional, and goals through the growth of their businesses. We work in dozens of verticals and provide strategic business guidance through courses, live events, partnerships, and investments. Our core values are the backbone of our business and guide our hiring process: we are inspirational, accountable, transparent, disciplined, aligned, and results-oriented. This company operates nationally and is growing by the day.

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Objectives:
- Enhance existing CRM processes to streamline operations and improve overall efficiency.
- Explore and implement automation solutions to reduce manual tasks and enhance data accuracy.
- Ensure seamless integration with other business systems for a cohesive workflow.
- Implement robust data management practices within the CRM system.
- Utilize analytics tools to derive meaningful insights from customer data.
- Regularly audit and clean CRM data to maintain accuracy and relevancy.
- Develop comprehensive training programs for CRM users across different departments.
- Promote user adoption through effective training sessions and ongoing support.
- Facilitate seamless integration of the CRM system with other tools and platforms.
- Foster collaboration between sales, marketing, and customer support teams through integrated CRM solutions.
-Help establish key performance indicators (KPIs) to monitor the effectiveness of the CRM system.
- Generate regular reports on CRM performance, highlighting areas of success and opportunities for improvement.

Competencies:
- Proficiency in creating automations & workflows inside the GoHighLevel or Hubspot CRM.
- The ability to produce reports inside of the CRM to track KPI's and analytics on marketing campaigns with an emphasis on revenue reporting.
- Strong problem-solving skills to address issues related to CRM implementation and automation.
- Experience integrating CRM with marketing automation tools, email platforms, and other relevant software.
- Ability to manage timelines, resources, and teaUpgrade to see actual infombers effectively.
- Proficient in data migration and data cleansing processes.
- Effective communication skills to collaborate with cross-functional teaUpgrade to see actual infombers.

EDUCATION AND EXPERIENCE
- Bachelor’s degree in Business Administration preferred
- At least 5 years’ experience in a project management role
- CRM Operating Experience (not user experience)
- Sales & Marketing Experience a plus

PHYSICAL REQUIREMENTS
- Prolonged periods sitting at a desk and working on a computer

COMMITMENT TO DIVERSITY
As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce 10x Global Services recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners.

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