20four7VA

CRM & Operations Systems Specialist

20four7VA

contract

Posted on:

Location Type: Remote

Location: Anywhere in the World

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About the role

  • Lead the end-to-end migration of business systems, potentially from WeTravel or other platforms, into a new CRM.
  • Build and configure a fully functional CRM from scratch, tailored to real-world travel operations.
  • Map and transfer all relevant data, including client information, itineraries, payments, and supplier information.
  • Ensure data integrity, accuracy, and proper organization throughout the migration.
  • Customize CRM fields, workflows, and pipelines to reflect the business’s actual processes.
  • Analyze and translate complex travel operations into a logical, scalable system.
  • Design workflows that accommodate group trips with individual variations, layered logistics, and household-level client communication.
  • Manage both the user interface and backend configurations of the CRM.
  • Implement automations, integrations, and reporting tools to support efficient operations.
  • Clean, organize, and validate existing data before migration.
  • Provide hands-on training to the owner and key stakeholders.

Requirements

  • Proven experience in CRM setup, migration, and workflow design (Tern experience preferred but not required).
  • Strong technical skills for backend management, integrations, and troubleshooting.
  • Experience in the travel industry, particularly with custom/group travel, or in service-based businesses with complex client journeys.
  • Ability to translate real-world operations into scalable, intuitive systems.
  • Excellent data management, cleanup, and reporting skills.
  • Strong training and documentation capabilities.
  • Highly organized, proactive, and capable of working independently.
Benefits
  • Competitive rates
  • Weekly payments
  • Various open roles are available
  • Free training and upskilling
  • Constant support and guidance
  • A vibrant community always ready to support you
  • And more!
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
CRM setupdata migrationworkflow designbackend managementintegrationsdata managementdata cleanupreportingautomationsuser interface configuration
Soft Skills
trainingdocumentationorganizationproactivityindependenceanalytical skillscommunication