CRM and Sales Operations Manager

CRM & Sales Operations Manager
Full-time | Remote | Eastern Time (ET)

We are looking for a highly organized and detail-oriented CRM & Sales Operations Manager to take ownership of our CRM environment and support the efficiency of our sales operations.

The ideal candidate has hands-on experience managing CRM systems, sales pipelines, accounts, leads, and opportunities, and understands how a well-structured CRM should support the day-to-day work of a sales team.

Experience with Copper CRM is highly preferred.

Responsibilities
Manage and maintain our Copper CRM environment and ensure it is properly structured and up to date
Manage sales pipelines, accounts, contacts, leads, and opportunities within the CRM
Monitor pipeline activity and ensure opportunities are consistently updated and moved through the correct stages
Maintain high standards of CRM data accuracy, completeness, and consistency
Identify and clean up duplicate, outdated, or incomplete CRM records
Create and optimize sales pipelines, stages, fields, tags, workflows, and other CRM structures
Ensure sales representatives follow established CRM processes and maintain accurate records of their activities
Monitor CRM usage and follow up on missing or incomplete information
Support the sales team with CRM-related questions and day-to-day system issues
Prepare reports and provide visibility into pipeline activity, sales progress, and CRM data
Help improve and standardize sales processes within the CRM
Identify opportunities for CRM automation and process optimization
Coordinate with management and the sales team to ensure the CRM reflects current business and sales priorities
Manage user accounts, permissions, and general CRM administration
Support integrations and workflows between Copper and other business tools where required

Requirements
Previous experience managing a CRM system and sales pipelines
Strong understanding of CRM structure, including leads, contacts, accounts, opportunities, pipeline stages, and sales activities
Experience with Copper CRM is a strong advantage
Experience working closely with sales teams and understanding sales processes
Strong organizational skills and exceptional attention to detail
Comfortable working with CRM data, reports, and large volumes of records
Ability to identify inconsistencies and proactively improve processes
Strong Excel/Google Sheets skills
Ability to work independently and take ownership of CRM operations
Good written and spoken English
Availability to work full-time aligned with the New York time zone

Nice to Have
Experience with CRM automation and workflow configuration
Experience with CRM integrations and data migration/imports
Experience in Sales Operations or Revenue Operations
Experience creating sales dashboards and reports
Familiarity with Google Workspace and other sales productivity tools

What We’re Looking For
We are looking for someone who treats the CRM as more than a database. You should understand how sales teams work and be able to keep the system organized, accurate, practical, and useful for both sales representatives and management.
You should be comfortable taking ownership of the CRM, identifying problems without waiting for instructions, and continuously improving the way sales information and pipelines are managed.