CLOSE CRM Expert

Hourly Rate: $3 – $4 USD per hour

Working Hours: EST Time Zone (Remote, Flexible within EST hours)

Type: Hourly Based Contract

Role Overview

We are seeking a Close CRM Expert to manage, optimize, and support the day-to-day use of Close CRM within our sales and operations teams. The ideal candidate will be responsible for ensuring the CRM is fully utilized, properly structured, and aligned with business workflows to improve lead management, sales performance, and reporting accuracy.

Key Responsibilities

• Set up, configure, and maintain Close CRM for the organization
• Build and optimize sales pipelines, workflows, and automation sequences
• Manage user roles, permissions, and system settings
• Integrate Close CRM with other tools (email, calendars, lead sources, etc.)
• Monitor CRM data quality and ensure accurate lead and contact tracking
• Create and maintain dashboards, reports, and performance tracking metrics
• Train team members on effective CRM usage and best practices
• Troubleshoot CRM issues and provide ongoing technical support
• Recommend improvements to increase sales efficiency and conversion rates

Required Skills & Experience

• Proven experience working with Close CRM (advanced user or administrator level)
• Strong understanding of sales pipelines and CRM best practices
• Experience with automation, integrations, and workflow optimization
• Ability to analyze sales data and generate actionable insights
• Strong problem-solving and technical troubleshooting skills
• Excellent communication and training abilities

Preferred Qualifications

• Experience in a sales operations or revenue operations role
• Familiarity with tools integrated with Close CRM (Zapier, email platforms, etc.)
• Background in SaaS or remote sales environments

Soft Skills

• Detail-oriented and highly organized
• Proactive and solution-focused mindset
• Ability to work independently in a remote environment
• Strong collaboration with sales and leadership teams

Outcome Expectations

• Improved lead response times and pipeline visibility
• Higher CRM adoption across the team
• Streamlined sales workflows and automation
• Accurate and reliable sales reporting