CRM Sales Operations Specialist - Freelance Remote

Department: Support & Leadership

Location: Global+

Compensation: $6.00 / hour

Description

About the Client
Our client is a growth-focused sales organization that partners closely with client-facing teams to streamline revenue operations and scale sales processes. We prioritize automation, data-driven CRM management, and creating sales enablement assets that empower reps to work autonomously. The company values continuous improvement and seeks an operations partner who loves building systems that make sales teams more effective.

Why does this role exist?
This role exists to design, implement, and maintain scalable sales automations and CRM processes that reduce manual work, improve lead-to-deal visibility, and enable the sales team to operate more independently. The CRM/Sales Ops Expert will own Pipedrive administration, end-to-end automation workflows using Zapier and related tools, and the ongoing optimization of lead lists and sales enablement materials so sales leadership can focus on closing business.

The Impact you’ll make

Sales Automation & Workflow Management

• Design, build, and maintain sales automations and workflow sequences to streamline prospecting, lead routing, follow-ups, and internal handoffs.
• Implement and manage Zapier integrations (and similar automation tools) to connect systems and eliminate repetitive manual tasks.
• Identify recurring manual processes and propose automation solutions to increase sales team productivity.

CRM Administration & Optimization

• Administer and optimize Pipedrive: maintain pipelines, custom fields, stages, and automation rules.
• Ensure data integrity—regular data hygiene, deduplication, and accurate tracking of leads, activities, and deal progress.
• Build and maintain reporting and dashboards to surface actionable sales metrics for leadership.

Lead Sourcing & List Management

• Source and manage lead lists using Seamless.ai or equivalent tools (Clay.ai, ZoomInfo, Instantly, etc.).
• Standardize list formats, enrichment workflows, and lead scoring/qualification inputs into Pipedrive.
• Coordinate with the sales team to ensure leads are delivered, routed, and followed up on promptly.

Sales Enablement & Presentations

• Create polished sales slide decks and presentation templates in Google Slides (and design tools such as Canva or Figma) for use by sales reps.
• Maintain / update enablement materials to reflect changes in process, product, or messaging.
• Train or provide documentation for sales reps on using automations, workflows, and presentation assets.

Collaboration & Continuous Improvement

• Work closely with sales leadership to understand needs and proactively propose improvements.
• Provide documentation, SOPs, and training to ensure smooth adoption of new automations and CRM updates.
• Monitor performance of automations and iterate to improve reliability and impact.
  
  

Skills, Knowledge and Expertise

Required:

• Minimum 1 year experience in CRM / Sales Operations with demonstrable results.
• Proven experience designing and building sales automations, especially using Zapier.
• Hands-on Pipedrive administration and optimization experience.
• Experience sourcing and managing lead lists using Seamless.ai or similar tools (Clay.ai, ZoomInfo, Instantly, etc.).
• Experience creating sales presentations and enablement materials in Google Slides, Canva, Figma, or similar tools.
• WFH Set-Up:
  • Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
  • Internet speed of at least 40MBPS
  • Headset with an extended mic that has noise cancellation and a webcam
  • Back-up computer and internet connection
  • Quiet, dedicated workspace at home

Your Superpowers:

• Technical: Zapier (advanced workflows), Pipedrive administration, lead enrichment tools (Seamless.ai / ZoomInfo / Clay.ai), Google Workspace, Asana, Slack. Design basics for slide creation (Google Slides, Canva, Figma) and creating templates for sales use. Strong data hygiene practices, reporting/dashboard creation, and workflow documentation.
• Soft skills: Proactive problem-solver who loves automating processes. Clear communicator and collaborator with sales teams and leadership. Detail-oriented, organized, and comfortable juggling multiple projects. Customer-service mentality and a bias for action.

You should apply if...

• You enjoy automating repetitive work and building systems that let salespeople sell more.
• You like working closely with sales teams and take pride in enabling others’ success.
• You value continuous improvement, documentation, and clean CRM data.
• You’re comfortable working independently in a remote team and communicating clearly across time zones.

What to expect...


Work Setup:

• Remote position
• Must have a reliable internet connection and a quiet workspace
• Required to provide own computer with Intel Core i5 or something similar or higher operating system

Working Hours:

• 40 hours per week
• Monday to Friday, 8 hours/day Eastern Time (schedule TBD).

Compensation:

• $6 per hour
• No benefits package included
  
  

Benefits

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