CRM Specialist

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October 1

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Level Workforce, LLC

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B2B • Consulting • Real Estate

Level Workforce, LLC is a woman-owned boutique design and project management business that has served the AEC and real estate industries for over 20 years. Founded in 2018, it has evolved into a premier consulting and staffing agency specializing in providing streamlined solutions for the construction industry. Level Workforce aims to empower clients by offering comprehensive support that includes project management, staffing, financial control, and branding, fostering business growth and success.

2 - 10 employees

Founded 2018

🤝 B2B

🏠 Real Estate

📋 Description

• Manage and optimize the CRM platform to improve interactions with leads, prospects, and existing customers • Configure, maintain, and customize the CRM platform • Manage user access, roles, and security permissions • Create and maintain dashboards, reports, workflows, and automation • Collaborate with sales, marketing, and support teams to improve CRM adoption and usability • Monitor data quality, identify gaps, and perform regular database cleanups • Provide CRM training and support to internal users • Troubleshoot technical issues and coordinate with software vendors when needed • Analyze CRM usage and customer data to inform process improvements • Support lead management, segmentation, and campaign tracking

🎯 Requirements

• Proficiency with CRM software (e.g., HubSpot, Salesforce, Microsoft Dynamics, Zoho) • Knowledge of CRM configuration, workflow automation, and reporting tools • Understanding of customer journey mapping and lifecycle marketing • Experience with CRM data cleansing, imports/exports, and system integrations • Understanding of GDPR, CAN-SPAM, or other data privacy regulations • HubSpot CRM Certification mandatory • Bachelor’s degree in information systems, marketing, business, or a related field • Strong analytical and problem-solving ability • Effective cross-functional communication and collaboration • Attention to detail and commitment to data integrity • Ability to prioritize and manage multiple technical requests • Preferably reside in EST or CST time zone

🏖️ Benefits

• Entrepreneurial Opportunity – We don’t just assign work; we provide a pathway for you to build your own consulting practice, develop your client base, and grow your reputation in the industry. • Flexible Schedule – Take control of your time. Set your own hours and work in a way that best fits your lifestyle and business goals. • Scalable Income Potential – Your earnings aren’t capped. The more you invest in growing your practice, the more you can earn. • Established Brand & Resources – Operate within a trusted brand while maintaining your independence. Leverage our reputation, infrastructure, and tools to accelerate your success. • Business Development Support – We provide guidance on marketing, sales strategies, and client acquisition to help you build and sustain your business. • Professional Growth & Networking – Join a network of experienced professionals, gain mentorship, and access industry insights that can help sharpen your skills and expand your opportunities. • Impact-Driven Work – Work with businesses that need real solutions, positioning yourself as a key partner in their success. • 100% remote / flexible work arrangement