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