Manage, maintain, and configure the CRM platform (e.g., Salesforce, HubSpot, Microsoft Dynamics). AvaHR+12Recruiting Resources+12Superworks+12Wow Remote Teams+9resources.getcleveri.com+9Reddit+9
Ensure data integrity and accuracy across inbound and outbound data flows.
Customer Data Analysis & Segmentation
Analyze customer behavior, segment users, and produce insights to drive targeted campaigns. Expertia+7Expertia+7Strive+7Strive
Create dashboards and reports on KPIs--retention, engagement, conversion. AvaHR+9Recruiting Resources+9Strive+9
Campaign Planning & Execution
Design, launch, and optimize automated email & marketing campaigns using CRM tools and marketing automation platforms. Reddit+5Strive+5AvaHR+5Expertia
Customer Lifecycle & Journey Optimization
Map end-to-end customer journeys--onboarding, renewal, upsell--and refine touchpoints for a cohesive experience. Strive
Cross-Functional Collaboration & Training
Collaborate with Sales, Marketing, IT/Engineering, Customer Success and potentially Customer Support. Reddit+12resources.getcleveri.com+12Superworks+12Expertia+3Heroify+3Expertia+3
Train internal stakeholders on CRM best practices and system features. Heroify+12resources.getcleveri.com+12Expertia+12
Platform Optimization & Integrations
Customize CRM objects, workflows, approvals, permission sets and integrate with third-party tools. Recruiting Resources
Troubleshoot issues and continuously improve processes and feature use.