About the Role:
We’re looking for a hands-on, driven individual with a passion for optimizing sales systems and automating workflows. This role is ideal for someone who thrives in fast-paced environments, enjoys building practical tools, and isn’t afraid to get into the weeds. You’ll play a key part in enhancing our CRM infrastructure, streamlining sales operations, and reducing friction for our brokers and lead generation teams.
Key Responsibilities:
* Redesign or enhance our current CRM system to better support broker workflows and lead generation efforts.
* Build and refine sales pipelines, lead stages, tasks, and reminders for operational efficiency.
* Develop performance dashboards and implement automation tools to minimize manual work.
* Utilize Excel and Google Sheets to build live reporting tools, deal trackers, and commission models.
* Assist in scaling our backend systems as the team and business grow.
What We’re Looking For:
Skills andamp; Experience:
* Familiarity with CRM platforms such as Zoho, GoHighLevel, HubSpot, or Pipedrive.
* Experience building or customizing software workflows (junior-level experience welcome).
* Proficient in Excel/Google Sheets, including formulas, dashboards, and basic automation.
* A solid understanding of B2B sales operations or sales team workflows.
Preferred Traits:
* Strong problem-solving and logical thinking skills.
* A doer mentality — you like to build and iterate quickly.
* Eagerness to grow within a scaling, fast-paced company.
* Comfortable with autonomy and tackling complex systems hands-on.
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