CRM Specialist

CRM Specialist About Level Workforce, LLC Level Workforce is an innovative consulting and workforce solutions agency dedicated to empowering businesses and business owners in the construction, real estate and finance industries. With over 25 years of combined industry experience, we are passionate about helping clients achieve their goals through strategic guidance, streamlined processes, and operational excellence. Our team of seasoned professionals offers a range of consulting services, from business advisory to executive hands-on consulting, and staffing solutions to help develop tailored solutions that address our client's unique challenges and goals. We take a client-first approach and prioritize communication, collaboration, and transparency to ensure that our clients feel supported throughout their engagement with us. THE LEVEL WORKFORCE MISSION To help businesses build, optimize, and lead their operations. We are committed to providing strategic guidance, streamlining processes, and improving operational efficiency to help our clients thrive in a rapidly changing business landscape. We are committed to helping our industry modernize by implementing automations, sharing our expertise, and facilitating cultural and organizational changes. Title: Customer Relationship Management (CRM) Specialist Type: 1099 contract, flexible, 100% remote (will preferably reside in EST or CST time zone) Pay: $30-$35/hr Hours: Part-time, 15-20/week Job Summary: We are seeking a CRM specialist to manage and optimize our customer relationship management system to improve how we interact with leads, prospects, and existing customers. The CRM Specialist would ensure that the CRM platform is properly configured, up to date, and aligned with our goals for sales, marketing, and customer success. This position helps streamline communication, automate workflows, and maintain accurate customer data to drive growth and retention. This position will serve as the primary point of contact for CRM-related issues, the CRM specialist bridges the gap between technical systems and day-to-day business needs. They collaborate with stakeholders across departments to implement new features, manage user permissions, create dashboards and reports, and troubleshoot technical problems. Through data analysis and strategic configuration, they help the organization track performance, forecast trends, and build stronger relationships with customers. Responsibilities: Configure, maintain, and customize the CRM platform Manage user access, roles, and security permissions Create and maintain dashboards, reports, workflows, and automation Collaborate with sales, marketing, and support teams to improve CRM adoption and usability Monitor data quality, identify gaps, and perform regular database cleanups Provide CRM training and support to internal users Troubleshoot technical issues and coordinate with software vendors when needed Analyze CRM usage and customer data to inform process improvements Support lead management, segmentation, and campaign tracking Qualifications: Proficiency with CRM software (e.g., HubSpot, Salesforce, Microsoft Dynamics, Zoho) Knowledge of CRM configuration, workflow automation, and reporting tools Understanding of customer journey mapping and lifecycle marketing Experience with CRM data cleansing, imports/exports, and system integrations Understanding of GDPR, CAN-SPAM, or other data privacy regulations Soft skills Strong analytical and problem-solving ability Effective cross-functional communication and collaboration Attention to detail and commitment to data integrity Ability to prioritize and manage multiple technical requests Education Bachelor’s degree in information systems, marketing, business, or a related field Certifications HubSpot CRM Certification mandatory Additional CRM platform-specific certifications are a plus What We Offer: • Entrepreneurial Opportunity – We don’t just assign work; we provide a pathway for you to build your own consulting practice, develop your client base, and grow your reputation in the industry. • Flexible Schedule – Take control of your time. Set your own hours and work in a way that best fits your lifestyle and business goals. • Scalable Income Potential – Your earnings aren’t capped. The more you invest in growing your practice, the more you can earn. • Established Brand & Resources – Operate within a trusted brand while maintaining your independence. Leverage our reputation, infrastructure, and tools to accelerate your success. • Business Development Support – We provide guidance on marketing, sales strategies, and client acquisition to help you build and sustain your business. • Professional Growth & Networking – Join a network of experienced professionals, gain mentorship, and access industry insights that can help sharpen your skills and expand your opportunities. • Impact-Driven Work – Work with businesses that need real solutions, positioning yourself as a key partner in their success. At Level Workforce, we believe in ownership over employment—giving you the tools, flexibility, and support to create something bigger than just a paycheck. If you’re ready to take charge of your career, we’re ready to help you make it happen.