CRM/Sales Operations Specialist - Freelance, Remote
Magic One
CRM/Sales Operations Specialist - Freelance, Remote
Description\nAbout the Client
Our client is a growth-focused sales organization that partners closely with client-facing teams to streamline revenue operations and scale sales processes. We prioritize automation, data-driven CRM management, and creating sales enablement assets that empower reps to work autonomously. The company values continuous improvement and seeks an operations partner who loves building systems that make sales teams more effective.\n
Why does this role exist?
This role exists to design, implement, and maintain scalable sales automations and CRM processes that reduce manual work, improve lead-to-deal visibility, and enable the sales team to operate more independently. The CRM/Sales Ops Expert will own Pipedrive administration, end-to-end automation workflows using Zapier and related tools, and the ongoing optimization of lead lists and sales enablement materials so sales leadership can focus on closing business.
The Impact you’ll makeSales Automation & Workflow Management\nDesign, build, and maintain sales automations and workflow sequences to streamline prospecting, lead routing, follow-ups, and internal handoffs.\nImplement and manage Zapier integrations (and similar automation tools) to connect systems and eliminate repetitive manual tasks.\nIdentify recurring manual processes and propose automation solutions to increase sales team productivity.\nCRM Administration & Optimization\nAdminister and optimize Pipedrive: maintain pipelines, custom fields, stages, and automation rules.\nEnsure data integrity—regular data hygiene, deduplication, and accurate tracking of leads, activities, and deal progress.\nBuild and maintain reporting and dashboards to surface actionable sales metrics for leadership.\nLead Sourcing & List Management\nSource and manage lead lists using Seamless.ai or equivalent tools (Clay.ai, ZoomInfo, Instantly, etc.).\nStandardize list formats, enrichment workflows, and lead scoring/qualification inputs into Pipedrive.\nCoordinate with the sales team to ensure leads are delivered, routed, and followed up on promptly.\nSales Enablement & Presentations\nCreate polished sales slide decks and presentation templates in Google Slides (and design tools such as Canva or Figma) for use by sales reps.\nMaintain / update enablement materials to reflect changes in process, product, or messaging.\nTrain or provide documentation for sales reps on using automations, workflows, and presentation assets.\nCollaboration & Continuous Improvement\nWork closely with sales leadership to understand needs and proactively propose improvements.\nProvide documentation, SOPs, and training to ensure smooth adoption of new automations and CRM updates.\nMonitor performance of automations and iterate to improve reliability and impact.\n
Skills, Knowledge and ExpertiseRequired:\nMinimum 1 year experience in CRM / Sales Operations with demonstrable results.\nProven experience designing and building sales automations, especially using Zapier.\nHands-on Pipedrive administration and optimization experience.\nExperience sourcing and managing lead lists using Seamless.ai or similar tools (Clay.ai, ZoomInfo, Instantly, etc.).\nExperience creating sales presentations and enablement materials in Google Slides, Canva, Figma, or similar tools.\nWFH Set-Up:\nComputer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.\nInternet speed of at least 40MBPS\nHeadset with an extended mic that has noise cancellation and a webcam\nBack-up computer and internet connection\nQuiet, dedicated workspace at home\n\n\nYour Superpowers:\nTechnical: Zapier (advanced workflows), Pipedrive administration, lead enrichment tools (Seamless.ai / ZoomInfo / Clay.ai), Google Workspace, Asana, Slack. Design basics for slide creation (Google Slides, Canva, Figma) and creating templates for sales use. Strong data hygiene practices, reporting/dashboard creation, and workflow documentation.\nSoft skills: Proactive problem-solver who loves automating processes. Clear communicator and collaborator with sales teams and leadership. Detail-oriented, organized, and comfortable juggling multiple projects. Customer-service mentality and a bias for action.\nYou should apply if...\nYou enjoy automating repetitive work and building systems that let salespeople sell more.\nYou like working closely with sales teams and take pride in enabling others’ success.\nYou value continuous improvement, documentation, and clean CRM data.\nYou’re comfortable working independently in a remote team and communicating clearly across time zones.\n\nWhat to expect...
\nWork Setup:\nRemote position\nMust have a reliable internet connection and a quiet workspace\nRequired to provide own computer with Intel Core i5 or something similar or higher operating system\nWorking Hours:\n40 hours per week\nMonday to Friday, 8 hours/day Eastern Time (schedule TBD).\nCompensation:\n$6 per hour\nNo benefits package included\n
Benefits
Department: Support & Leadership
Employment Type: Full Time
Location: Philippines
Reporting To: Client via Magic
Compensation: $6.00 / hour
Description\nAbout the Client
Our client is a growth-focused sales organization that partners closely with client-facing teams to streamline revenue operations and scale sales processes. We prioritize automation, data-driven CRM management, and creating sales enablement assets that empower reps to work autonomously. The company values continuous improvement and seeks an operations partner who loves building systems that make sales teams more effective.\n
Why does this role exist?
This role exists to design, implement, and maintain scalable sales automations and CRM processes that reduce manual work, improve lead-to-deal visibility, and enable the sales team to operate more independently. The CRM/Sales Ops Expert will own Pipedrive administration, end-to-end automation workflows using Zapier and related tools, and the ongoing optimization of lead lists and sales enablement materials so sales leadership can focus on closing business.
The Impact you’ll makeSales Automation & Workflow Management\nDesign, build, and maintain sales automations and workflow sequences to streamline prospecting, lead routing, follow-ups, and internal handoffs.\nImplement and manage Zapier integrations (and similar automation tools) to connect systems and eliminate repetitive manual tasks.\nIdentify recurring manual processes and propose automation solutions to increase sales team productivity.\nCRM Administration & Optimization\nAdminister and optimize Pipedrive: maintain pipelines, custom fields, stages, and automation rules.\nEnsure data integrity—regular data hygiene, deduplication, and accurate tracking of leads, activities, and deal progress.\nBuild and maintain reporting and dashboards to surface actionable sales metrics for leadership.\nLead Sourcing & List Management\nSource and manage lead lists using Seamless.ai or equivalent tools (Clay.ai, ZoomInfo, Instantly, etc.).\nStandardize list formats, enrichment workflows, and lead scoring/qualification inputs into Pipedrive.\nCoordinate with the sales team to ensure leads are delivered, routed, and followed up on promptly.\nSales Enablement & Presentations\nCreate polished sales slide decks and presentation templates in Google Slides (and design tools such as Canva or Figma) for use by sales reps.\nMaintain / update enablement materials to reflect changes in process, product, or messaging.\nTrain or provide documentation for sales reps on using automations, workflows, and presentation assets.\nCollaboration & Continuous Improvement\nWork closely with sales leadership to understand needs and proactively propose improvements.\nProvide documentation, SOPs, and training to ensure smooth adoption of new automations and CRM updates.\nMonitor performance of automations and iterate to improve reliability and impact.\n
Skills, Knowledge and ExpertiseRequired:\nMinimum 1 year experience in CRM / Sales Operations with demonstrable results.\nProven experience designing and building sales automations, especially using Zapier.\nHands-on Pipedrive administration and optimization experience.\nExperience sourcing and managing lead lists using Seamless.ai or similar tools (Clay.ai, ZoomInfo, Instantly, etc.).\nExperience creating sales presentations and enablement materials in Google Slides, Canva, Figma, or similar tools.\nWFH Set-Up:\nComputer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.\nInternet speed of at least 40MBPS\nHeadset with an extended mic that has noise cancellation and a webcam\nBack-up computer and internet connection\nQuiet, dedicated workspace at home\n\n\nYour Superpowers:\nTechnical: Zapier (advanced workflows), Pipedrive administration, lead enrichment tools (Seamless.ai / ZoomInfo / Clay.ai), Google Workspace, Asana, Slack. Design basics for slide creation (Google Slides, Canva, Figma) and creating templates for sales use. Strong data hygiene practices, reporting/dashboard creation, and workflow documentation.\nSoft skills: Proactive problem-solver who loves automating processes. Clear communicator and collaborator with sales teams and leadership. Detail-oriented, organized, and comfortable juggling multiple projects. Customer-service mentality and a bias for action.\nYou should apply if...\nYou enjoy automating repetitive work and building systems that let salespeople sell more.\nYou like working closely with sales teams and take pride in enabling others’ success.\nYou value continuous improvement, documentation, and clean CRM data.\nYou’re comfortable working independently in a remote team and communicating clearly across time zones.\n\nWhat to expect...
\nWork Setup:\nRemote position\nMust have a reliable internet connection and a quiet workspace\nRequired to provide own computer with Intel Core i5 or something similar or higher operating system\nWorking Hours:\n40 hours per week\nMonday to Friday, 8 hours/day Eastern Time (schedule TBD).\nCompensation:\n$6 per hour\nNo benefits package included\n
Benefits
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