CRM Implementation Specialist
Job Summary
Working remotely as a freelance CRM Implementation Specialist, the candidate will lead onboarding engagements for a real estate CRM platform, guiding users through configuration and workflow establishment to ensure successful customer transitions.
Key responsibilities
- Facilitate onboarding calls and implementation workshops for new customers
- Guide customers through CRM configuration, including account setup and workflows
- Track onboarding milestones and resolve common platform and integration queries
Required qualifications
- Two or more years of experience in SaaS onboarding or CRM implementation
- Solid understanding of CRM fundamentals and experience with platforms like Follow Up Boss or Salesforce
- Strong facilitation and communication skills for virtual customer interactions
- Excellent organizational skills with the ability to manage multiple onboarding engagements
- Experience with real estate technology or residential sales workflows is preferred
Complete Job Description
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