Salesforce CRM Specialist

🔥 37 minutes ago

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Remote Professionals

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2020

🎯 Recruiter

🤝 B2B

Recruitment • B2B

Remote Professionals is a UK-based company that partners with local accounting firms to drive growth through strategic resourcing. It offers RP Offshoring—deploying dedicated managed accountants and bookkeepers into client teams—and RP Recruit, a bespoke recruitment service that leverages technology and AI to streamline hiring. The company also runs resources and a Growth Club for accounting firms, focusing on helping firms overcome talent shortages, inefficient hiring, and partner bandwidth constraints so they can scale.

📋 Description

• Manage day-to-day Salesforce CRM administration, updates, and maintenance • Maintain accurate lead, account, contact, opportunity, and pipeline data • Support CRM data quality, deduplication, field accuracy, and process compliance • Build, update, and maintain Salesforce reports and dashboards • Identify gaps, errors, delays, or missing information in Salesforce workflows • Support Salesforce adoption and help ensure the team is using the CRM correctly • Assist with CRM process improvements, documentation, and system cleanup • Support sales operations processes across Salesforce and related sales tools • Assist with Salesforce-connected tools, add-ons, integrations, and sales engagement platforms • Support cadence, sequence, workflow, and activity tracking processes • Help monitor lead progression, account activity, follow-ups, and pipeline hygiene • Maintain sales trackers, reporting documents, and operational dashboards • Support follow-up processes to ensure no key actions are missed • Assist with candidate screening and recruitment coordination • Schedule interviews and support hiring-related administration • Organize candidate information and maintain recruitment trackers • Support candidate follow-ups where required • Prepare and maintain regular reports, dashboards, spreadsheets, and trackers • Monitor operational workflows and highlight delays, risks, or missing actions • Maintain internal documentation, SOPs, and process notes • Provide ad hoc operational support across sales, recruitment, and business functions • Keep internal systems, documents, and workflows updated • Assist with meeting notes, action items, and follow-through • Coordinate across sales, recruitment, operations, and leadership • Help create structure in a fast-moving startup environment

🎯 Requirements

• Minimum 4 years of relevant professional experience • At least 3 years of hands-on Salesforce CRM experience • Previous experience in CRM administration, sales operations, business operations, reporting, operations coordination, or related support functions • Strong experience maintaining systems, reports, workflows, and data accuracy • Strong hands-on Salesforce CRM experience • Experience with Salesforce reporting, dashboards, data management, and CRM administration • Strong spreadsheet and reporting skills • Experience maintaining CRM data accuracy and operational processes • Google Workspace: Docs, Sheets, Drive • Professional written and verbal English communication • Strong administrative, coordination, and follow-up skills • Ability to manage multiple priorities independently • Experience working in a professional business environment

🏖️ Benefits

• Remote-first role with exposure to international clients • Opportunity to grow with a scaling recruitment technology business • Direct access to leadership and meaningful operational ownership • Supportive, practical, no-fluff team culture