41503 HD - CRM Operations Specialist

Cephas Consultancy Services Private Limited; California (MO); Hybrid; USD 70,000 - 110,000; Part time

Benefits offered by this job

Remote work

Job summary

Cephas Consultancy Services Private Limited is seeking a CRM Operations Specialist to optimize sales processes and CRM workflows from a remote location. You will help train AI systems by contributing high-quality CRM data and real-world scenarios, leveraging deep knowledge of Salesforce and HubSpot.

Ideal candidates have 3+ years in CRM/sales operations, strong analytics, and the ability to map processes. No formal degree is required; practical expertise and platform fluency are valued.

Qualifications

• 3+ years of hands-on experience in CRM and sales operations, with demonstrated expertise in Salesforce and HubSpot.
• Proficiency with additional platforms such as Close, Apollo, Salesloft, Intercom, Freshdesk, Shopify, Crayon, or Funnel is highly valued.
• Track record of optimizing sales processes, implementing automations, and managing CRM data integrity.
• Strong analytical and process-mapping abilities, with a detail-oriented approach to complex business workflows.
• Effective written and verbal communication skills to deliver clear documentation and actionable feedback.
• Experience providing feedback or training in process improvement or software implementation contexts is a plus.
• No formal degree required; practical expertise and platform fluency are the primary criteria.

Responsibilities

• Evaluate and provide input on CRM workflows, sales processes, and automation logic using Salesforce, HubSpot, and other leading platforms.
• Document current sales operations practices, identifying pain points and opportunities for process improvement.
• Contribute real-world examples, scenarios, and feedback reflecting best practices in CRM operations and sales enablement.
• Review, analyze, and annotate CRM data, records, and user interactions to support AI training objectives.
• Assess and validate AI system outputs for accuracy and alignment with actual sales operations.
• Collaborate on content generation and review for documentation, training materials, and process guides related to CRM tools.

Skills

CRM operations

Sales operations

Process mapping

Analytical thinking

Communication

Training/feedback

Domain knowledge of CRM platforms

Education

No degree required

Tools

Salesforce

HubSpot

Close

Apollo

Salesloft

Intercom

Freshdesk

Shopify

Crayon

Funnel

Job description

41503 HD - CRM Operations Specialist

Cephas Consultancy Services Private Limited Permanent Remote Work, California, United States

About this position

• Positions:25 Contract
• Experience
• 4 - 30 Years

Role Title: CRM Operations Specialist

Role Type: Contractor

Location: Remote

We are engaging CRM Operations Specialists to support a customer’s project focused on optimizing sales and customer relationship management processes. In this role, you’ll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. This is an opportunity to leverage your CRM operations skills and deep knowledge of platforms like Salesforce and HubSpot, directly impacting the way leading organizations manage and grow customer relationships.

Scope of Work

• Evaluate and provide input on CRM workflows, sales processes, and automation logic using Salesforce, HubSpot, and other leading platforms.
• Document current sales operations practices, identifying pain points and opportunities for process improvement.
• Contribute real-world examples, scenarios, and feedback reflecting best practices in CRM operations and sales enablement.
• Review, analyze, and annotate CRM data, records, and user interactions to support AI training objectives.
• Assess and validate AI system outputs for accuracy and alignment with actual sales operations.
• Collaborate on content generation and review for documentation, training materials, and process guides related to CRM tools.

Preferred Qualifications

• 3+ years of hands-on experience in CRM and sales operations, with demonstrated expertise in Salesforce and HubSpot.
• Proficiency with additional platforms such as Close, Apollo, Salesloft, Intercom, Freshdesk, Shopify, Crayon, or Funnel is highly valued.
• Track record of optimizing sales processes, implementing automations, and managing CRM data integrity.
• Strong analytical and process-mapping abilities, with a detail-oriented approach to complex business workflows.
• Effective written and verbal communication skills to deliver clear documentation and actionable feedback.
• Experience providing feedback or training in process improvement or software implementation contexts is a plus.
• No formal degree required; practical expertise and platform fluency are the primary criteria.