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CRM Systems AdministratorIdea Insurance AgencyUnited States

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CRM Systems Administrator

Idea Insurance Agency
  • US
    United States
  • US
    United States

Über

What You’ll Do Own and support CRM systems
(data integrity, workflows, automation, user support) Manage and optimize
departments automation processes and system integrations Maintain and improve internal and broker-facing platforms Monitor and analyze
campaign and system performance metrics Ensure
data accuracy, reporting consistency, and process standardization Support
system enhancements, troubleshooting, and basic technical needs Partner cross-functionally with
different departments
to align systems and processes Identify opportunities for
automation, efficiency, and scalability
across workflows What We’re Looking For 5-7+ years of experience
in CRM Administration, Business Systems, or similar roles Hands-on experience with
CRM platforms and automation tools
(e.g., HubSpot, Salesforce, Go High Level, or similar) Strong understanding of
data flows, system integrations, and process optimization Analytical mindset with ability to interpret data and drive insights Strong organizational and project management skills Comfortable working in
cross-functional, fast-paced environments Solid communication skills with both technical and non-technical stakeholders Please also note that this is a
100% onsite role based in our Orlando, FL office .
  • United States

Sprachkenntnisse

  • English
Hinweis für Nutzer

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