CRM & Sales Operations Manager
Crystalia Glass · Brazil
Publicada há 10 horas
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Crystalia Glass LLC is a U.S.-based manufacturer and provider of premium glass solutions, specializing in custom glass partitions for residential, commercial, and institutional projects. We operate a full-cycle model — from design and manufacturing to sales, delivery, and installation.
We are strengthening our commercial function and looking for a CRM & Sales Operations Manager to own the CRM, the sales process and data quality across the full funnel, from first contact to order handover. This is a hands-on, senior individual contributor role with no direct reports.
Employment Type:
- Full-time 8.30 am - 5 pm, NY (EST zone).
- Remote work.
- B2B contract (sole proprietorship status or corporate entity).
Key responsibilities:
CRM setup and process design
- Personally configure CRM fields, stages, reports and automation; scope complex changes and integrations for developers and test them before release.
- Define rules for each stage: goal, entry and exit criteria, required data and next steps.
- Set ownership at each stage and at handover, and agree SLAs for response time and escalation.
Process control and data quality
- Audit deals to check that CRM stages and next steps match actual client communication.
- Monitor overdue tasks, stalled deals, missing next steps and missing loss reasons.
- Keep CRM data accurate and resolve recurring issues with team leads.
Training
- Write short CRM instructions and train sales reps and team leads to manage deals correctly, including after every change.
Reporting and analytics
- Build funnel reports and dashboards: conversion by stage, stage duration, loss reasons and SLA adherence.
- Measure the impact of process changes and share data with sales leadership and the Sales Effectiveness Manager.
Automation and AI
- Use AI to analyze CRM data and prepare next actions for reps, with human review before anything reaches a client.
- Build AI workflows for the sales team and maintain AI agents and bots connected to the CRM.
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