CRM/Close.io Specialist

Job Snapshot

This is not a “maintain the CRM” role. This is a force-multiplier role responsible for building and enforcing a revenue operating system that enables our sales team to consistently hit $2–3M months. We’ve had ops hires fail because they: Over-built, Moved too slowly, Avoided communication, Optimised for elegance instead of execution. We are hiring someone who: Builds the simplest workable system, Ships fast, Iterates intelligently, Communicates daily without being chased. If you need months to design v1, this is not for you.

About the Client

Our client is a bold, fast-scaling online education and business coaching company. Their sales team closes high-ticket offers. Their marketing team generates inbound and outbound demand across multiple funnels and geographies. Revenue is strong. Growth is aggressive. But scale requires: Clean data, Reliable reporting, Enforced CRM standards, Smart automation (without tech bloat). They use Close as their CRM and expect it to become a revenue command centre, not a messy contact database.

The Role Overview

Your mission: Build and maintain a simple, scalable CRM/Close.io system that gives leadership granular visibility across: Funnel performance, Country-level breakdowns, Inbound vs outbound channels, Setter and closer efficiency, Revenue per lead, Lead-to-opportunity conversion. And do it fast. You will own: Reporting architecture, CRM structure & enforcement, Automation & integrations, Data hygiene, CRM/Close.io playbook documentation. You will report to the CMO & Sales Manager and collaborate closely with revenue leadership. This is a Senior-level role because: You are expected to design systems independently, You must enforce standards, You are accountable for outcomes, not activity.

Responsibilities (Outcome-Based)

You are accountable for:

• 1️⃣ Build the Revenue Reporting System (v1 in 7 days): Design simple dashboards that leadership can trust. Pull structured data from Close (no messy exports). Ship fast, iterate weekly. Avoid over-engineering.
• 2️⃣ Enforce Clean CRM Architecture: Define pipeline rules and stage definitions. Add only the essential required fields. Prevent reps from breaking reporting. Reduce clutter and technical debt.
• 3️⃣ Own Automation & Integrations: Connect Close with Make / Zapier / n8n / Sheets. Automate routing, tracking, and reporting refresh. Monitor failures with alerts and logs. Avoid custom-code rabbit holes.
• 4️⃣ Maintain CRM/Close.io Playbook: Document every system and automation. Make it replicable and modifiable. Ensure anyone can follow it without breaking the system.
• 5️⃣ Protect Data Integrity: Run weekly QC spot checks. Monitor reporting discrepancies. Maintain baseline tracking for: Revenue per Lead, Lead-to-Opportunity Rate, Baseline initiative hit/miss %.

What Success Looks Like

You’re winning when: Leadership trusts dashboards without questioning numbers. Reporting is refreshed daily without manual work. Sales managers see setter & closer performance in one view. Data discrepancies disappear. New hires onboard without breaking the system. You ship improvements weekly, not quarterly. Most importantly: You reduce operational friction so revenue teams can focus on selling.

Required Experience

You must have:

• Proven experience owning CRM/Close.io / RevOps or Sales Ops end-to-end.
• Deep hands-on experience with Close CRM.
• Strong automation skills (Make / Zapier / n8n / API / Sheets).
• Experience designing dashboards and KPI frameworks.
• A track record of shipping v1 fast and improving iteratively.
• Comfort enforcing standards with sales teams.

Bonus:

• High-ticket/info / SaaS environment experience.
• Built KPI systems supporting $1M+/month revenue teams.

Tools / Environment

You will work with:

• Close CRM
• Make / Zapier / n8n
• Google Sheets
• Slack
• ClickUp
• Sales dashboards & reporting tools

Environment:

• Remote
• US or Europe time zone (must overlap with Eastern Time)
• Fast-paced
• High accountability
• Low hand-holding
• Minimal bureaucracy

You will have limited daily oversight (1–2 hours max from leadership). You must operate autonomously.

Compensation & Benefits

$2,500 – $5,000 USD per month. Compensation depends on demonstrated ownership and system design capability. High performers who create measurable revenue impact will grow quickly here.

Hiring Process

We move fast.

• Application Review
• Practical Assessment (7-Day v1 System Plan)
• Interview (Systems Thinking + Ownership)
• Offer

Hiring ASAP.

Who Thrives Here

You’ll thrive if you:

• Ship fast and iterate
• Communicate daily without being asked
• Think in leverage, not tasks
• Care deeply about clean data
• Enforce standards without politics
• Operate well in ambiguity
• Take extreme ownership

You enjoy working directly with Sales Directors & CMOs and being held accountable to revenue outcomes.

Who Will Struggle

This is not for you if:

• You over-engineer before shipping
• You avoid confrontation with reps breaking systems
• You need constant validation
• You prefer ticket-based execution
• You disappear instead of giving updates
• You hide behind “still building”

Application CTA

If you’re confident, you can: Design the simplest workable reporting system in 7 days, Ship fast without overbuilding, Maintain tight daily communication, Own revenue operations end-to-end. Apply here 👉: https://forms.gle/KvP9uMPL1TLJuqdq8 We are not hiring support. We are hiring a CRM/Close.io Specialist who moves fast. **Please note: due to the volume of applications, only shortlisted candidates will be contacted.

Key skills/competency

• CRM Management
• Close.io Expertise
• Revenue Operations
• Sales Operations
• Automation Workflows
• Data Hygiene
• KPI Reporting
• Dashboard Design
• Process Documentation
• Stakeholder Collaboration