CRM Analyst

This is a fully remote position, open to applicants in Brazil.

📋 Description

• Validate and configure client assets within Meta Business Manager, encompassing Pages, Instagram accounts, WhatsApp Business, ad accounts, and business verification.

• Oversee the contracting and integration of WhatsApp with the CRM.

• Set up payment methods and configure the payment gateway in the client's CRM.

• Connect calendars, including Google Calendar, to the CRM.

• Create user accounts and implement snapshots for client accounts.

• Facilitate configuration meetings with clients using screen sharing.

• Conduct operational training sessions on the CRM.

• Assist the CRM team with data audits, organization of pipelines, and updates to the knowledge base.

• Document processes in ClickUp and maintain internal documentation.

• Collaborate with Sales, Support, and Development teams, addressing technical blockers with comprehensive context.

• Monitor product enhancements and propose improvements to onboarding workflows.

• Execute the technical setup of clients on the CRM and automation platform.

• Aid in the implementation of a product that integrates CRM and AI for sales-driven customer service.

⛳️ Requirements

• Professional experience is essential; applicants must provide details of their relevant work history during the selection process.

• A high school diploma or technical education is required.

• Experience in managing and operating CRM platforms such as GoHighLevel, Kommo, HubSpot, Pipedrive, RD Station, or similar tools.

• Familiarity with project management tools like ClickUp, Asana, or Notion.

• Capability to lead meetings with both end clients and internal teams.

• Experience in applying artificial intelligence to business contexts, including tools like Claude Code, Codex, Gemini, and similar technologies.

• Proficiency with Meta Business Manager, involving asset configuration, WhatsApp connections, integrations, and ad management.

• Discipline in adhering to standard operating checklists.

• An organized and communicative profile with a commitment to continuous learning.

• A consultative and professional approach to customer service.

• Strong Portuguese writing skills, along with structured reasoning and process-oriented thinking.

• Openness to feedback and dedication to ongoing improvement.

• Quick learning ability with the capacity to adopt new processes, tools, and methodologies.

• Adaptability to changing situations.

• Proactive in identifying obstacles and escalating them with thorough context.

• Willingness to engage as an independent contractor (PJ).

🏝️ Benefits

• Career development plan.

• Flexible working hours.

• 100% remote work.