CRM Architect & Client Coach – Hands-On Growth

Cardone Training Technologies, Inc.; Town of Florida (NY); On-site; USD 72,000 - 92,000; Full time

Job summary

Cardone Training Technologies, Inc. welcomes a CRM Specialist/Coach to join our Florida team. The role focuses on designing, building, and maintaining CRM architectures for a portfolio of fractional revenue clients while coaching client teams on effective CRM usage.

You will lead live sessions, document SOPs, audit CRMs for data hygiene and gaps, and stay current on leading platforms such as HubSpot, Salesforce, and Pipedrive to deliver best-practice guidance.

Qualifications

• 3+ years hands-on CRM administration/implementation experience across at least one major platform.
• Demonstrated experience training or coaching non-technical users.
• Strong grasp of sales pipeline logic, lead scoring, and marketing/sales handoff.
• Excellent written and verbal communication; comfortable leading a live client session.

Responsibilities

• Design, build, and maintain CRM setups 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, adoption, and best practices.
• Document standard operating procedures and quick-reference guides clients can use.
• Stay current on major CRM platforms relevant to the client base.

Skills

CRM administration

Client coaching

Sales pipeline logic

Communication

Tools

HubSpot

GoHighLevel

Salesforce

Pipedrive

Job description

Cardone Training Technologies, Inc. welcomes a CRM Specialist/Coach to join our Florida team. The role focuses on designing, building, and maintaining CRM architectures for a portfolio of fractional revenue clients while coaching client teams on effective CRM usage.

You will lead live sessions, document SOPs, audit CRMs for data hygiene and gaps, and stay current on leading platforms such as HubSpot, Salesforce, and Pipedrive to deliver best-practice guidance.