CRM Administrator (Remote)

Role Overview

We are looking for experienced CRM administrators to complete and record practical work using Salesforce or HubSpot. Each submission includes approximately one hour of screen-recorded work and the resulting report, list or configuration.

What You Will Do

Create a sales pipeline report and dashboard, clean and import lead or contact data, configure a deal stage, lead-scoring rule or follow-up sequence, and prepare an export of the completed report, list or configuration.

Why It Might Be a Fit

Must have hands-on Salesforce or HubSpot experience as an administrator, analyst or power user, and be willing to install Bloom and grant Screen Recording and Accessibility permissions.

Requirements

• Hands-on Salesforce or HubSpot experience as an administrator, analyst or power user
• Your own working access to Salesforce or HubSpot
• A Windows or Mac computer that allows software installation
• Willingness to install Bloom and grant Screen Recording and Accessibility permissions
• Ability to complete identity verification

Tagged as: CRM Administration, HubSpot, Salesforce