CRM Specialist

Medclinicx; Austin (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Med Clinic X is a healthcare technology company building digital health solutions that help clinics and hospitals across the United States. We are seeking a CRM Specialist to manage, optimize, and improve CRM systems to support healthcare growth and client experiences.

You will maintain CRM platforms, implement automation workflows, manage customer data, and support sales and marketing teams in delivering efficient, compliant engagement.

Qualifications

• Bachelor’s degree in Business, Marketing, Info Systems, or related field.
• Experience managing CRM systems (Salesforce, HubSpot, Zoho).
• Understanding of sales pipelines and lead stages workflows.
• Strong analytical and reporting dashboard skills.
• Excellent communication and internal training skills.

Responsibilities

• Manage and maintain CRM platforms and databases.
• Configure CRM pipelines and automation workflows.
• Audit and resolve duplicate data issues periodically.
• Improve CRM structure for reporting and team efficiency.
• Support SaaS sales and marketing lead routing rules.
• Deploy conditional workflow lead tracking policies.
• Build automated communication schedules and triggers.
• Support customer onboarding and retention flows.
• Enforce validation rules keeping CRM data clean.
• Build dashboards and charts mapping pipeline velocity.
• Analyze lead metrics and user engagement activity.
• Work closely with sales, marketing, and success teams.
• Conduct onboarding training supporting internal CRM adoption.
• Document customization layouts and operational playbooks.
• Identify systems upgrade integration opportunities.

Skills

CRM systems management

Data analysis

Reporting dashboards

Communication & training

Workflow automation understanding

Education

Bachelor’s degree in Business, Marketing, Info Systems, or related field

Tools

Salesforce

HubSpot

Zoho

Job description

Med Clinic X is a healthcare technology company building innovative digital health solutions that help healthcare organizations across the United States improve operations, engagement, and patient experiences.

We develop healthcare SaaS platforms, AI-driven healthcare systems, patient portals, telemedicine solutions, automation workflows, and digital healthcare products for clinics, hospitals, and healthcare providers.

Our mission is to help healthcare organizations build stronger relationships through intelligent technology and data-driven systems.

Job Overview

We are seeking a CRM Specialist to manage, optimize, and improve customer relationship management systems supporting healthcare technology growth.

In this role, you will maintain CRM platforms, improve automation workflows, manage customer data, and support sales and marketing teams in delivering better client experiences. You will play an important role in improving engagement, lead management, and operational efficiency across Med Clinic X.

Responsibilities

CRM Management & Optimization

• Manage and maintain CRM platforms and databases.
• Configure CRM pipelines and automation workflows.
• Audit and resolve duplicate data issues periodically.
• Improve CRM structure for reporting and team efficiency.

Healthcare Growth Operations

• Support SaaS sales and marketing lead routing rules.
• Deploy conditional workflow lead tracking policies.
• Build automated communication schedules and triggers.
• Support customer onboarding and retention flows.

Data Management & Reporting

• Enforce validation rules keeping CRM data clean.
• Build dashboards and charts mapping pipeline velocity.
• Analyze lead metrics and user engagement activity.
• Work closely with sales, marketing, and success teams.
• Conduct onboarding training supporting internal CRM adoption.
• Document customization layouts and operational playbooks.
• Identify systems upgrade integration opportunities.

Qualifications

Required

• Bachelor’s in Business, Marketing, Info Systems, or related field.
• Experience managing CRM systems (Salesforce, HubSpot, Zoho).
• Understanding of sales pipelines and lead stages workflows.
• Strong analytical and reporting dashboard skills.
• Excellent communication and internal training skills.

Preferred

• Experience in US healthcare or healthcare SaaS organizations.
• Familiarity with HIPAA-aware client data masking guidelines.
• Experience supporting B2B SaaS growth operations.
• Familiarity with marketing automation tool sets.
• Basic API integration or webhook setup knowledge.

Why Join Med Clinic X?

At Med Clinic X, you will help build smarter customer engagement systems for the future of healthcare technology. You will:

• Manage CRM systems supporting healthcare growth
• Work with SaaS sales and marketing teams
• Improve healthcare customer experiences
• Build automated business workflows
• Contribute to scaling healthcare technology solutions

Technical Core

CRM Systems (Salesforce/HubSpot) Workflow Automation Data Governance & Security Lead Pipeline Design Reporting & Dashboards API Integration Concepts

Systems You Will Work With

CRM Admin & Config

Configure sales pipelines, custom objects, and user access roles in CRM platforms.

Pipeline Auto-Routing

Establish triggers routing incoming leads to business teams using scoring formulas.

Data Governance & Quality

Implement domain rules, automated merging deduplication, and data quality triggers.

Mask sensitive patient identifiers and configure encryption settings on customer fields.

Deploy analytics charts logging pipeline performance, conversions, and activities.

Tool Integrations

Bridge CRM systems with webhooks, email platforms, and internal databases.