CRM Support Specialist

• User Support & Troubleshooting
  
• Serve as the primary point of contact for CRM-related support requests.
  
• Troubleshoot issues related to workflows, permissions, dashboards, automation, and data.
  
• Escalate complex configuration or system-level issues to the primary CRM Administrator.
  
• Assist with onboarding new users and provide CRM training and guidance.
  
  System Maintenance & Configuration Support
  
• Support user account setup, role assignments, and access management.
  
• Assist with updates to fields, page layouts, workflows, pipelines, and dashboards.
  
• Test system updates and enhancements before deployment.
  
• Maintain documentation of CRM processes and internal procedures.
  
  Data Management & Quality Control
  
  
• Conduct routine data audits to ensure accuracy and completeness.
  
• Identify and resolve duplicate records and data inconsistencies.
  
• Support data imports, exports, and bulk updates.
  
• Assist with maintaining CRM integrations with other business systems.
  
• Help troubleshoot sync issues and automation failures.
  
• Work collaboratively with IT and external vendors when needed.
  

Requirements

• 1–3+ years of experience supporting or working within a CRM system.
  
• Experience with platforms such as Salesforce, HubSpot, Zoho, Microsoft Dynamics, or similar.
  
• Strong troubleshooting and analytical skills.
  
• Working knowledge of CRM workflows, reporting, and data structures.
  
• Strong attention to detail and organizational skills.
  
• Excellent written and verbal communication skills.
  
• CRM Administrator certification (or actively pursuing certification).
  
• Familiarity with automation tools (Zapier, Power Automate, etc.).
  

• Technical support mindset
  
• Problem-solving ability
  
• Process-oriented thinking
  
• Cross-functional collaboration