CRM Architect & Client Coach

Cardone Training Technologies, Inc.; Florida; On-site; USD 65,000 - 90,000; Full time

Job summary

Cardone Training Technologies, Inc. is seeking a CRM Specialist & Coach to design, build, and optimize client CRM systems while coaching teams on adoption and best practices.

You will translate complex CRM concepts into actionable steps for business owners during live sessions, ensuring data hygiene and scalable processes. The role emphasizes hands-on implementation across platforms like HubSpot, GoHighLevel, Salesforce, and Pipedrive, with responsibilities including documentation and ongoing

Qualifications

• 3+ years CRM administration/implementation experience on at least one major platform.
• Experience coaching non-technical users, not just building for technical users.
• Strong grasp of sales pipeline logic, lead scoring, and marketing/sales handoff.
• Excellent written and verbal communication; comfortable leading live client sessions.

Responsibilities

• Design, build, and maintain CRM setups (pipelines, stages, fields, workflows, automations) tailored to each client's sales process.
• Audit existing client CRMs to identify data hygiene issues, broken automations, and workflow gaps, then remediate them.
• Lead recurring client office hours and 1:1 sessions coaching client teams on CRM usage and adoption.
• Document standard operating procedures and quick-reference guides clients can use.
• Stay current on major CRM platforms (HubSpot, GoHighLevel, Salesforce, Pipedrive) relevant to the client base.

Skills

CRM administration

Client coaching

Sales pipeline

Communication skills

Tools

HubSpot

GoHighLevel

Salesforce

Pipedrive

Job description

Cardone Training Technologies, Inc. is seeking a CRM Specialist & Coach to design, build, and optimize client CRM systems while coaching teams on adoption and best practices.

You will translate complex CRM concepts into actionable steps for business owners during live sessions, ensuring data hygiene and scalable processes. The role emphasizes hands-on implementation across platforms like HubSpot, GoHighLevel, Salesforce, and Pipedrive, with responsibilities including documentation and ongoing