Learntastic

Sales CRM Management Executive

Remote
Full Time
Mid Level

Job Overview:

We are seeking a detail-oriented and tech-savvy Sales CRM Management Executive to oversee the daily operations and optimization of our Pipedrive CRM system. This role will play a critical part in managing sales processes, ensuring data integrity, and driving automation initiatives.

You will work closely with both the Sales and Development teams to enhance CRM functionality, integrate tools and platforms, and support continuous improvement of our sales systems.

Location: Remote

Key Responsibilities:

  • Own and manage the end-to-end setup, maintenance, and optimization of Pipedrive CRM

  • Maintain clean, accurate, and up-to-date sales data, pipelines, and customer records

  • Collaborate with the Dev team to implement system integrations, custom fields, API-based automation, and feature enhancements

  • Create and manage custom workflows, automations, and activity reminders in Pipedrive

  • Train and support the sales team in CRM usage, dashboards, and best practices

  • Generate sales performance and pipeline reports for leadership using Pipedrive’s reporting tools or data exports

  • Troubleshoot CRM-related issues and coordinate with developers to resolve any technical challenges

  • Conduct regular audits of CRM usage and adoption, and suggest process improvements

  • Support integration of Pipedrive with other platforms like Gmail, Slack, marketing tools, and internal systems

Required Skills & Qualifications:

  • Bachelor’s degree in Business, Computer Science, Information Systems, or related field

  • 1–3 years of hands-on experience with Pipedrive CRM or similar platforms

  • Basic understanding of APIs, webhooks, and CRM integrations

  • Proficiency in Excel/Google Sheets and working knowledge of automation tools (e.g., Zapier, Make, or similar)

  • Strong analytical, communication, and problem-solving skills

  • Ability to work collaboratively with both technical and non-technical teams

Preferred Qualifications:

  • Experience working with development teams or product managers to implement system enhancements

  • Familiarity with data pipelines, lead management tools, or custom CRM configurations

  • Prior experience in SaaS, B2B, or EdTech industries

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