Locations (Hybrid): Atlanta, GA | Nashville, TN (Must reside near and be able to work 1 day/week in-office in either Atlanta or Nashville) Duration: 4–6 Week Project (Potential for extension based on project scope and business needs) Weekly Hours: 30 Hours / Week to start Employment Type: Contract / Freelance About the Role We are seeking a detail-oriented, analytical CRM Specialist for a 4 to 6-week project sprint with potential for extension. In this role, you will focus on optimizing database architecture, auditing customer segments, troubleshooting automation workflows, and ensuring data hygiene across our CRM ecosystem. Working closely with Marketing Operations, Sales Operations, and IT stakeholders, you will execute high-priority system cleanups, refine lead routing rules, and build actionable dashboards to support revenue team efficiency.
Key Responsibilities
- Database Audit & Hygiene: Conduct comprehensive data audits, execute deduplication processes, standardize field formatting, and establish data governance rules to maintain CRM accuracy.
- Workflow & Automation Optimization: Review, build, and troubleshoot automated workflows, lifecycle stage triggers, lead scoring models, and lead routing rules.
- Segmentation & Campaign Support: Build dynamic lists, audience segments, and suppression rules to support targeted marketing and sales outreach campaigns.
- Reporting & Analytics: Create and refine custom reports and operational dashboards to track pipeline health, conversion velocity, and campaign attribution.
- Documentation & System Support: Document updated CRM processes, field mappings, and standard operating procedures (SOPs) while providing tier-2 administrative support during the project sprint.
Qualifications & Key Requirements
- Experience: 3+ years of hands-on experience in CRM administration, Marketing Operations, or Revenue Operations.
- Platform Proficiency: Advanced administrative experience with major CRM platforms (e.g., Salesforce, HubSpot, Microsoft Dynamics, or Zoho).
- Data Management Skills: Strong command of Excel/Google Sheets (VLOOKUP, pivot tables, data cleaning functions) and CRM data import/export tools (e.g., Data Loader, DemandTools, Insycle).
- Process & Analytical Mindset: Proven ability to quickly diagnose broken workflows, map data schemas, and deliver clean system enhancements on tight project timelines.
- Location & On-Site Availability: Must reside in or near Atlanta, GA or Nashville, TN and be able to work in-office 1 day per week at one of our regional offices (remote for the remainder of the 30-hour weekly schedule).
Preferred Qualifications
- Relevant CRM certifications (e.g., Salesforce Certified Administrator, HubSpot Marketing/Sales Hub Certifications).
- Experience managing third-party tech stack integrations (e.g., Marketo, Pardot, Outreach, Salesloft, ZoomInfo).
- Prior experience stepping into short-term operational sprints or post-migration cleanup projects.
What We Offer
- Competitive hourly rate commensurate with experience.
- Flexible 30-hour weekly schedule to start with strong potential for contract extension.
- Collaborative hybrid environment across key Southeast hubs (ATL / BNA).