CRM Specialist

Responsibilities

• 1. CRM Setup & Management
• Onboard clients into ActiveCampaign CRM and assist with integrations (e.g., SMS, forms, automations).
• Build and maintain automation templates tailored to client industries such as home inspection and pest control.
• Set up SMS campaigns and workflows.
• Build list segmentation and design email marketing templates.
• Draft and send custom client email marketing campaigns/newsletters.
• 2. Client Communication & Training
• Respond to client queries through screen-recorded video walkthroughs, email, chat, phone calls, and Google Meet.
• Translate technical CRM concepts into plain-language guidance for non-technical business owners.
• Provide occasional software demos in collaboration with the sales team.

Requirements

• 2+ years of hands-on CRM administration experience (3+ preferred), including building automations, pipelines, and segmentation you owned, not just used.
• Hands-on HubSpot experience: CRM, workflows, properties, and pipelines.
• Zapier required: 1+ year building multi-step Zaps with filters, paths, and formatters.
• Experience supporting clients or end users directly.
• Comfortable moving between client support, internal collaboration, and live demos in the same day, adjusting tone and channel for each.
• Tech-savvy and open to learning new tools and integrations.
• Strong written and verbal communication skills.
• Patient and solutions-oriented with a desire to assist others.
• Must be located in or near the Tampa Bay Area.
• Must be able to attend in-person orientation and occasional team events.

Preferred

• ActiveCampaign experience.
• HubSpot certification (or willingness to complete one within your first 90 days).
• Familiarity with the home services industry (e.g., home inspection, pest control, HVAC, plumbing).
• Experience with Make.com or similar automation tools in addition to Zapier.

Benefits

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance