About this role
This job is with out partner MIcro1 Tasks Scope of Work - Evaluate and provide input on CRM workflows, sales processes, and automation logic using Salesforce, HubSpot, and other leading platforms. - Document current sales operations practices, identifying pain points and opportunities for process improvement. - Contribute real-world examples, scenarios, and feedback reflecting best practices in CRM operations and sales enablement. - Review, analyze, and annotate CRM data, records, and user interactions to support AI training objectives. - Assess and validate AI system outputs for accuracy and alignment with actual sales operations. - Collaborate on content generation and review for documentation, training materials, and process guides related to CRM tools. Requirements Preferred Qualifications - 3+ years of hands-on experience in CRM and sales operations, with demonstrated expertise in Salesforce and HubSpot. - Proficiency with additional platforms such as Close, Apollo, Salesloft, Intercom, Freshdesk, Shopify, Crayon, or Funnel is highly valued. - Track record of optimizing sales processes, implementing automations, and managing CRM data integrity. - Strong analytical and process-mapping abilities, with a detail-oriented approach to complex business workflows. - Effective written and verbal communication skills to deliver clear documentation and actionable feedback. - Experience providing feedback or training in process improvement or software implementation contexts is a plus. - No formal degree required; practical expertise and platform fluency are the primary criteria.