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• Identify and clean up duplicate, outdated, or incomplete CRM records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.