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CRM Implementation Specialist

United States, Scottsdale · Job Posted June 29, 2026
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Job Description

The CRM Implementation Specialist is responsible for leading end-to-end CRM system implementations and optimizations for a portfolio of partner businesses. This role is based in Scottsdale, Arizona and serves as a key liaison between technical systems and business operations, ensuring smooth onboarding, strong data integrity, and consistent processes across multiple business environments. The position plays a critical role in accelerating system adoption and enabling operational visibility through standardized workflows and reporting.

Job Responsibility

  • Lead full lifecycle CRM implementations, from initial setup through go-live
  • Configure system components including workflows, pricing structures, and integrations
  • Develop and standardize templates to ensure consistency across multiple business units
  • Create and maintain documentation, training materials, and implementation guides
  • Train business stakeholders on system functionality and best practices
  • Design and build reporting dashboards to provide actionable business insights
  • Monitor data integrity and ensure accuracy across all system configurations
  • Identify and resolve implementation challenges to improve efficiency and timelines
  • Provide post-implementation support, troubleshooting, and ongoing system optimization
  • Collaborate with internal leadership to improve processes and drive adoption

Requirements

  • 2+ years of hands-on CRM implementation or administration experience
  • Strong expertise in configuring CRM systems, including workflows, reporting, and integrations
  • Proven project management skills with the ability to manage multiple implementations simultaneously
  • Experience creating training materials and translating technical concepts for non-technical users
  • Strong attention to detail with a focus on data accuracy and process consistency
  • Excellent communication and stakeholder management skills
  • Ability to work independently in a fast-paced, evolving environment
  • Bachelor’s degree or equivalent professional experience

Nice to have

  • Experience with field service or home services industry platforms
  • Background in system migrations or large-scale process transformations
  • Familiarity with accounting workflows or financial system integrations
  • Advanced certifications related to CRM platforms or system administration

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • free online training

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