CRM Manager

Employer based in · Remote

Hiring talent from: all countries

1. Manage client list and segment clients appropriately based on division 2. Manage workflows to insure correct assignment of contact owners 3. coordinate with inspectors for task management and updates to client cards 4. update all client card information emails, phone numbers, street address, fix any errors with communication 5. Manage client lifecycle stages new, repeat, etc 6. Assign tasks to estimators and scheduling department as necessary 7. insure integrations with fullscope pro are connected and working properly 8. manage text communication and mass text with clients for one to one and mass marketing efforts, 9. create and maintain reporting method for lead generated, leads scheduled, jobs kept, outstanding invoices, cash collected daily 10. maintain deal pipeline alongside estimators and scheduling division 11. insure no duplication within database 12. enrich database with social links for clients, find on social platforms and update customer card with social links for targeting on social media ads 13. give feedback and suggestions to marketing team every Monday on weekly strategy and performance metrics from previous week. Tools: Hubspot = Similar experience required accountedge connect = Similar experience required google suite = Exact experience required Personaliy: Organized Proactive Resourceful Self-Starter / Independent Detail-Oriented Outgoing / Personable Analytical / Problem Solver Creative / Innovative Strong Communicator Adaptable / Flexible High I, High S, Moderate D Working hours: Full-Time (30–40 hrs/week)Preferred Schedule (Time Zone & Hours):9am-5pm 1hr lunch MST