Job Description

We’re looking for a CRM Systems & Engagement Manager to lead the development, administration, and optimization of our CRM platform. This is not your typical marketing role—it’s a technical and strategic position that supports operations, sales, and service delivery. You’ll be the go-to expert for CRM performance, user workflows, reporting tools, and internal team enablement.

This is a full-time, exempt position reporting to the Chief Integrations Officer , based out of our Davie, FL office with potential hybrid flexibility.

Key Responsibilities:

CRM Platform Management

• Serve as the primary administrator and subject matter expert for our CRM.
• Build and maintain dashboards, automations, workflows, and data integrity measures.
• Train internal teams on CRM use and best practices.

Sales Enablement & Process Improvement

• Support lead tracking, pipeline management, and customer lifecycle analytics.
• Improve client communication workflows and internal processes.
• Create custom reports to enhance visibility into projects and performance metrics.

Communication & Engagement Support

• Coordinate internal updates and client-facing messages.
• Develop templates and tools to help teams communicate consistently and effectively.
• Manage external CRM vendor relationships as needed.

Data & Reporting

• Generate regular CRM usage and performance reports.
• Analyze data to highlight trends, opportunities, and process improvements.

Qualifications:

Required:

• 3–5 years of experience managing or administering a CRM system (e.g., Salesforce, HubSpot, Zoho).
• Ability to design and support CRM workflows, dashboards, reports, and training.
• Strong communication skills and a detail-oriented approach to data integrity.

Preferred:

• Experience in construction, mechanical services, or facilities management.
• Familiarity with ERP/CRM integration (especially Viewpoint Vista).
• Knowledge of CRM automation, lead lifecycle strategies, and user adoption.

Why Join Us?

• Competitive salary and benefits
• Collaborative and growth-oriented culture
• Make a direct impact on process optimization and team enablement

Interested?

Apply now and become part of a growing team that values operational excellence and client engagement through smart systems and great communication.

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