CRM & Sales Specialist (Salesforce / HubSpot)

Workada; United States; Remote; USD 55,000 - 96,000; Full time

Benefits offered by this job

Fully remote contract

Paid work that uses your existing a

Shape how AI learns to use software

Job summary

Workada is seeking a remote contract administrator/analyst to manage Salesforce or HubSpot workflows, build pipeline dashboards, and clean and import lead data. You will configure deal stages, lead scoring, and follow-up sequences, and export final outputs for client submissions.

The role requires hands-on experience with Salesforce or HubSpot (2+ years), access to an account, and the ability to install Bloom and grant permissions. You will work remotely on a schedule that fits your life.

Qualifications

• 2+ years hands-on work in Salesforce or HubSpot as an admin, analyst, or power user.
• Own working access to Salesforce or HubSpot (personal, trial, or sandbox ok).
• Ability to install and run Bloom recording app with Screen Recording and Accessibility permissions.
• Ability to complete identity verification.
• Use only sample data or data you own; no confidential employer or client information on screen.

Responsibilities

• Build a pipeline report and dashboard breaking deals down by stage, owner, and close date.
• Clean, deduplicate, and import lead or contact lists; set up list views or segments.
• Configure a deal stage, lead-scoring rule, or follow-up sequence end to end.
• Export finished reports, lists, or configurations for submission.
• Work at a professional pace and quality, as you would for a real client or employer.

Skills

Salesforce

HubSpot

Admin / Analyst

Power user

Identity verification

Job description

What you'll do

• Build a pipeline report and dashboard that breaks deals down by stage, owner, and close date
• Clean, deduplicate, and import a lead or contact list, then set up list views or segments
• Configure a deal stage, lead-scoring rule, or follow-up sequence end to end
• Export the finished report, list, or configuration as the file you submit
• Work at your normal professional pace and quality, the way you would for a real client or employer

Who we're looking for

• At least 2 years of hands-on work in Salesforce or HubSpot as an admin, analyst, or power user
• Your own working access to Salesforce or HubSpot (a personal, trial, or sandbox account is fine)
• A Mac (Apple Silicon or Intel) or Windows computer you can install software on
• Willingness to install our recording app, Bloom, and grant it Screen Recording and Accessibility permissions
• Ability to complete identity verification
• Use only sample data or data you own: no confidential employer or client information on screen

What we offer

• Fully remote, contract work you schedule around your life
• Paid work that uses skills you already have
• A chance to shape how AI learns to use professional software