CRM Specialist | Remote Systems Builder

This is a remote position.

Do you enjoy building systems that make work faster, smoother, and more impactful? Want a role where your attention to detail and problem-solving directly drive business efficiency and growth? You’ll have the flexibility to work remotely, support a dynamic team, and contribute to meaningful operational improvements. If you’re organized, tech-savvy, and thrive in a systems-driven environment, this opportunity could be a perfect fit for you.

Our Story Starts with People Like You

The two founders, best friends, were running businesses that needed great talent fast. So, they started building remote teams across countries like the Philippines, Colombia, and India. Not only did it work, it thrived. They realized that talent isn’t limited by geography. With today’s technology and high-speed internet, we’re able to build high-performing global teams that support businesses across the U.S. So ClearDesk was born.

Today, ClearDesk helps U.S. businesses grow by building world-class remote teams. We don’t just connect talent; we manage the entire experience, from recruiting to retention. And while we help clients thrive, we also stay deeply committed to helping our remote team members build real, lasting careers that support their lives and their families.

That’s where you come in.

The Role: CRM Specialist

Imagine being the person behind the scenes who keeps everything running seamlessly. You’re not just setting up workflows, you’re designing systems that help teams perform at their best. When a new automation is needed, you bring it to life, and when something feels off, you catch it early. You bring clarity to processes through thoughtful documentation, ensuring everyone stays aligned and nothing falls through the cracks.

You don’t just manage data, you create structure and momentum. You’ll build and replicate CRM automations in Zoho, ensure accurate lead routing, and develop dashboards that give leadership clear, actionable insights. Working both independently and with technical teams, you’ll execute automation projects, resolve workflow challenges, support executive operations, and leverage AI tools to improve efficiency continuously and scale smarter systems.

What Your Days Might Look Like:

• Build and replicate CRM automations and workflows in Zoho based on provided outlines and examples, such as creating lead routing rules based on postal codes for multiple team members
  

• Identify and flag potential problems in workflows during implementation, including conflicts like overlapping postal codes or duplicate assignments, before they become issues
  

• Create and replicate dashboards across multiple locations in Zoho, working from a sample template to build out variations for 50+ locations
  

• Execute automation projects with moderate independence after initial training and guidance on the first iteration
  

• Handle general executive assistant tasks including finding and allocating invoices, drafting emails, and managing administrative responsibilities
  

• Create and maintain SOPs and process documentation for various systems and workflows
  

• Collaborate with technical team members on complex automation issues while managing day-to-day system administration tasks
  

• Work with AI-powered tools to enhance workflow efficiency and process improvement
  

Who We Think Will Thrive in This Role:

• You have experience with CRM systems (Zoho preferred) and understand workflows, automations, and data management
  

• You’re able to build and replicate automations and dashboards from examples across multiple locations
  

• You have strong problem-solving skills and can identify and flag workflow issues before implementation
  

• You’re highly detail-oriented and organized, with a focus on accuracy and clear SOP documentation
  

• You’re capable of working independently after initial training and executing tasks reliably
  

• You’re comfortable handling both system administration and executive assistant tasks (emails, invoices, admin)
  

• You’re familiar with AI and automation tools (Zapier a plus) and enjoy improving workflow efficiency
  

• You are willing to work in a US time zone schedule.
  

• You can secure the required technical setup, including:
  

• At least a 720p HD webcam
  

• A noise-canceling headset
  

• A primary internet connection of at least 25 Mbps
  

• A backup laptop, backup internet device, and backup power source
  

• A main computer with at least Intel Core i5 (or equivalent) and 8 GB RAM
  

• A backup computer with at least Intel Core i3 and 4 GB RAM
  

Why ClearDesk?

Because we believe work should be meaningful, even from home.

At ClearDesk, you’ll work with clients who respect your time and value your skills. You’ll join a remote-first team that genuinely supports you, and you’ll see the impact of your work in real, tangible ways that matter to the people you work with.

We don’t just want you to do your job. We want you to grow with us, stay with us, and feel proud of the difference you’re making.

Here’s what you can expect from us:

• We pay you fairly and on time
  

• We provide prepaid HMO coverage for your peace of mind
  

• We help you grow with tools, training, and honest feedback
  

• We celebrate your wins
  

• And above all, we actually care
  

Ready to be part of something that matters?

Apply now and start your journey with ClearDesk. 

Important Reminder: ClearDesk does not ask for any monetary payments or fees as part of our employment process. If you encounter any request for payment, please disregard it and report it to us immediately. For your security, please ensure that all communications are conducted through emails originating from (@cleardesk.com or @cleardeskteam.com).

Disclaimer: Candidates who apply for this position may be re-profiled to similar roles depending on their qualifications, experience, and current market demand.