CRM Assistant

Opción YO

CRM Assistant supporting daily CRM operations with a focus on data quality and process improvement. Collaborating with internal teams to enhance CRM usage and reporting accuracy.

Posted 5/9/2026full-timeRemote • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact

Support the daily operation of the CRM system, ensuring proper use, timely updates, review of information and metrics, and provide basic support to internal teams
Assist with basic configuration and maintenance of workflows within the CRM
Report incidents or errors to the area manager
Assist in the creation and updating of user manuals and guides
Support data upload, validation, and cleansing within the system
Collaborate on the implementation of CRM improvements or updates under supervision
Assist in reviewing support tickets or cases to ensure they are recorded correctly
Collaborate in preparing basic reports for the Client Success team

Requirements

What you’ll need

Student or graduate in Information Systems, Administration, Business Processes, Engineering, Social Sciences, or related fields
Minimum of 1 year of experience using a CRM (preferably HubSpot)
Ability to quickly learn new technological tools
Basic knowledge of data analysis and information management
Interest in automation and process improvement

Benefits

Comp & perks

Health insurance option
Flexible working hours option
Opportunities for professional development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

CRMdata analysisinformation managementworkflow configurationdata validationdata cleansingreport preparationprocess improvementautomation

Soft Skills

collaborationcommunicationproblem-solvingattention to detailadaptability