About the role
- CRM Administration - Manage the overall CRM platform, set up users, customize fields, ensure data integrity, and build process automations.
- Workflow Design - Design, build, and maintain complex automated workflows, integrations (APIs), and custom scripts for marketing, sales, and service across Jeebly. Creation of automated sequences for lead handoffs, follow-ups, onboarding, customer service & much more.
- Process Mapping - Map out current business processes, identify bottlenecks, and design new automated workflows to improve efficiency and collaboration across Jeebly.
- Sales Operations - Focuses on automating the sales pipeline, lead scoring, forecasting, and sales performance tracking.
- Marketing Operations - Manage marketing automation platforms, email campaign setup, lead nurturing sequences, and campaign tracking.
- Customer Service Automation (Internal & External) - Implements chatbots, automated support tickets, and service workflows to enhance customer support efficiency across Jeebly’s ecosystem.
- Data Management - Ensure data integrity, automate data entry processes, data cleansing and syncing across systems for a unified clean view for decision making.
- Reporting & Analytics - Set up automated dashboards to track performance and insights.
- Integrations - Connecting the CRM & other applications with business tools to ensure unified views for the leadership teams.
- Training & Support - Training users on new automated processes and systems.