Responsibilities

• Own the administration, configuration, and ongoing optimization of the organization's CRM platform and panel management systems.
• Design, build, and maintain scalable workflows and automations that support the full panelist lifecycle, including recruitment, onboarding, engagement, retention, support, and offboarding.
• Develop AI-powered workflows and intelligent automations to improve operational efficiency, reduce manual processes, enhance support operations, and optimize panel management.
• Partner with cross-functional stakeholders to identify operational challenges and translate business requirements into scalable system solutions.
• Monitor system performance, workflow effectiveness, and data quality, proactively identifying opportunities for improvement.
• Create and maintain dashboards, reports, documentation, and process maps to support operational visibility and decision-making.
• Manage integrations between CRM platforms, internal databases, and third-party applications using APIs and automation tools.
• Troubleshoot system issues, investigate workflow failures, and provide technical support for operational teams.
• Recommend and implement continuous process improvements that enhance scalability, operational efficiency, and the panelist experience.
• Ensure system configurations, workflows, and data management practices align with organizational policies, security standards, and compliance requirements.

Preferred

• 3–7 years of experience in CRM administration, systems management, operations technology, or a related technical operations role.
• Hands-on experience administering CRM platforms and building workflow automations.
• Experience designing scalable operational processes and lifecycle automations.
• Experience with AI tools, automation platforms, and intelligent workflow solutions, with the ability to identify opportunities to improve operational efficiency.
• Experience working with APIs, system integrations, or low-code/no-code automation platforms.
• Strong analytical, troubleshooting, and problem-solving skills.
• Ability to manage multiple priorities and projects independently.
• Excellent communication and cross-functional collaboration skills.

Benefits

• Investing in our employee’s professional growth is important to us, but so is investing in their well-being. That’s why Viant was voted one of the best places to work and some of our favorite employee benefits include fully paid health insurance , paid parental leave and unlimited PTO and more.