BDPros
Job Overview
In the operational and sales support role we’re looking for a dynamic, hard worker who is willing to wear a lot of hats while learning a variety of industries and CRM systems. You will be responsible for supporting sales activities primarily by taking meeting notes/tracking projects, assisting with CRM administration (including list imports, list clean-ups, dashboard creations, and CRM customizations and builds), and any other special projects/tasks, as assigned by the Operations Director…you might even need to referee a game of ping pong! Responsibilities
Data entry in multiple commonly used CRMs/Databases, including Zoho, Hubspot, and Salesforce Managing databases and creating analytical reports to supply sales data to the client in a meaningful way Everything lists/data! – scrubbing, importing, appending contact lists Provide sales support and/or work directly with designated sales staff to support specific clients. Manage and execute CRM-related tasks including: CRM Build-outs — Configure new CRM instances based on client or internal needs, including pipelines, modules, user roles, and automation workflows CRM Customizations — Tailor fields, layouts, and automation rules to support sales, marketing, or operations processes CRM Audits — Conduct reviews of CRM structure, data integrity, and user compliance; provide recommendations for cleanup or optimization Coordinate and lead occasional company-wide trainings and maintain the company’s learning management system Assist with new employee training plans, hardware setup, and systems access Manage client operations projects from start to finish, serving as the primary point of contact to ensure timelines, deliverables, and expectations are met. Other side projects and administrative tasks as assigned by the Director of Operations and/or designated Account Manager(s) Occasional travel to local client offices for meetings and embedded support Required Experience
Valid driver’s license and transportation Proficient in Excel and Word Excellent written and verbal communication skills Ability to log info in a CRM (prior experience preferred) Exceptional written, verbal and phone skills Customer service and attention to detail High energy and professional Self sufficient problem solver Ability to flourish with minimal guidance. Built to be proactive and positive. Job Types
Full-time, Part-time Pay:
$50,000.00 – $65,000.00 per year Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance Schedule
8 hour shift Supplemental pay types
Bonus pay Experience
Operations: 1 year (Preferred) Work Location
In person
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In the operational and sales support role we’re looking for a dynamic, hard worker who is willing to wear a lot of hats while learning a variety of industries and CRM systems. You will be responsible for supporting sales activities primarily by taking meeting notes/tracking projects, assisting with CRM administration (including list imports, list clean-ups, dashboard creations, and CRM customizations and builds), and any other special projects/tasks, as assigned by the Operations Director…you might even need to referee a game of ping pong! Responsibilities
Data entry in multiple commonly used CRMs/Databases, including Zoho, Hubspot, and Salesforce Managing databases and creating analytical reports to supply sales data to the client in a meaningful way Everything lists/data! – scrubbing, importing, appending contact lists Provide sales support and/or work directly with designated sales staff to support specific clients. Manage and execute CRM-related tasks including: CRM Build-outs — Configure new CRM instances based on client or internal needs, including pipelines, modules, user roles, and automation workflows CRM Customizations — Tailor fields, layouts, and automation rules to support sales, marketing, or operations processes CRM Audits — Conduct reviews of CRM structure, data integrity, and user compliance; provide recommendations for cleanup or optimization Coordinate and lead occasional company-wide trainings and maintain the company’s learning management system Assist with new employee training plans, hardware setup, and systems access Manage client operations projects from start to finish, serving as the primary point of contact to ensure timelines, deliverables, and expectations are met. Other side projects and administrative tasks as assigned by the Director of Operations and/or designated Account Manager(s) Occasional travel to local client offices for meetings and embedded support Required Experience
Valid driver’s license and transportation Proficient in Excel and Word Excellent written and verbal communication skills Ability to log info in a CRM (prior experience preferred) Exceptional written, verbal and phone skills Customer service and attention to detail High energy and professional Self sufficient problem solver Ability to flourish with minimal guidance. Built to be proactive and positive. Job Types
Full-time, Part-time Pay:
$50,000.00 – $65,000.00 per year Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance Schedule
8 hour shift Supplemental pay types
Bonus pay Experience
Operations: 1 year (Preferred) Work Location
In person
#J-18808-Ljbffr