CRM & AI Operations Specialist
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Role details
Tech stack
Job description
You’ll serve as the first line of support for CRM users-troubleshooting issues, maintaining data accuracy, and supporting daily system operations. You’ll also gain exposure to AI tools and automation in a fast-paced call center environment., * Provide first-level CRM support and troubleshooting
- Manage user setup, roles, and access
- Perform data audits to ensure accuracy
- Assist with reports and dashboards
- Monitor AI tools (chatbots, workflows)
- Support onboarding and CRM adoption
- Identify workflow improvements and partner with teams
Requirements
We’re seeking a detail-oriented, technically curious CRM Administrator to join a growing operations team. This entry-level to early-career role is ideal for someone interested in the intersection of technology, customer experience, and data., * Experience with CRM systems (Salesforce, HubSpot, Zendesk)
- Basic reporting and Excel skills (pivot tables, formulas)
- Comfortable with technology and AI concepts
- 0-2+ years in CRM, operations, or support
- Call center or high-volume environment experience preferred
Core Skills:
- Problem-solving and adaptability
- Professionalism in fast-paced settings
- Strong ownership and learning mindset
- Ability to follow processes while driving outcomes
CRM & AI Operations Specialist
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Prepare application
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- Open in Claude
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