ClearDesk

CRM Specialist, Systems Builder

ClearDesk

full-time

Posted on:

Location Type: Remote

Location: United States

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About the role

  • Build and replicate CRM automations and workflows in Zoho
  • Identify and flag potential problems in workflows before issues arise
  • Create dashboards across multiple Zoho locations
  • Execute automation projects with moderate independence
  • Handle general executive assistant tasks and manage administrative responsibilities
  • Create and maintain SOPs and process documentation
  • Collaborate with technical team members on automation issues

Requirements

  • Experience with CRM systems (Zoho preferred)
  • Strong problem-solving skills
  • Highly detail-oriented and organized
  • Comfortable handling executive assistant tasks (emails, invoices, admin)
  • Familiarity with AI and automation tools (Zapier a plus)
  • Willingness to work in US time zone schedule
Benefits
  • Prepaid HMO coverage for peace of mind
  • Tools, training, and honest feedback for growth
  • Fair and timely payment
  • Celebrations of wins
  • Supportive remote-first team
Applicant Tracking System Keywords

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

Hard Skills & Tools
CRM automationworkflow creationdashboard creationSOP documentationprocess documentationproblem-solvingexecutive assistant tasksadministrative responsibilitiesAI toolsautomation tools
Soft Skills
detail-orientedorganizedcollaborative