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Close CRM Specialist
Job summary
An innovative recruitment agency located in Quintana Roo is seeking a Close CRM & Sales Operations Specialist to optimize sales operations for a fast-growing SaaS startup. This remote role involves customizing Close CRM, managing pipeline hygiene, and supporting a high-performing sales team. Ideal candidates should have proven CRM expertise and a solid understanding of sales KPIs. Joining this dynamic team presents an opportunity to shape sales processes and significantly impact business growth.
Benefits
Qualifications
- Proven expertise with Close CRM, advanced customization, and pipeline setup.
- Experience in supporting sales teams as Sales Ops or CRM Manager.
- Solid understanding of sales KPIs and management.
Responsibilities
- Customize and configure Close CRM for sales operations.
- Manage pipeline hygiene and ensure leads are properly categorized.
- Create dashboards and reports to track sales KPIs.
Skills
Hi there! We’re Scale Up, and we’re helping an innovative SaaS startup find its next team member!
Our client is a fast-growing SaaS startup helping businesses grow by tapping into the power of online communities. Their platform uses automation and AI to help brands increase traffic, drive sales, and engage authentically with highly targeted audiences. By combining smart technology with a deep understanding of how people interact online, they empower marketing teams to be faster, smarter, and more effective.
We’re looking for a Close CRM & Sales Operations Specialist who can take ownership of customizing, managing, and scaling Close to power the company’s sales engine. This role is a mix of CRM setup, pipeline management, and sales assistance, perfect for someone who has strong hands‑on expertise in Close and loves supporting a high‑performing sales team.
You’ll be working closely with the sales team to:
- Customize and configure Close CRM: pipelines, custom fields, smart views, saved searches.
- Set up automations: sequences, workflows, and templates for emails/SMS/follow‑ups.
- Manage pipeline hygiene: ensure leads are in the right stage, no duplicates, no prospects lost.
- Handle inbound and outbound messages, making sure no lead is left behind.
- Perform follow‑ups on behalf of closers, pushing deals forward.
- Create and maintain dashboards and reports to track KPIs and improve processes.
- Support the sales team with day‑to‑day CRM operations and process improvements.
- (Bonus) Leverage knowledge of Reddit and online communities to support business growth.
- Proven expertise with Close CRM: advanced customization, automation, pipeline setup.
- Experience supporting sales teams (Sales Ops / Sales Assistant / CRM Manager role).
- Solid understanding of pipeline management and sales KPIs.
- Advanced English (written and spoken) – daily work is in an international environment.
- Highly organized, detail‑oriented, and proactive in a startup environment.
- Bonus: Familiarity with Reddit and community‑driven growth.
- Be part of a fast‑growing SaaS startup with global reach.
- Work remotely with a creative and driven international team.
- Opportunity to shape sales processes and directly impact growth.
If you’re excited about optimizing sales operations and making Close CRM your playground, we’d love to hear from you! 🚀
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.