CRM Operations Specialist

Summary

Join Power Digital, a tech-enabled growth firm, as a Sales Support Specialist in our San Diego office. You will support Senior Loan Officers by managing lead distribution, optimizing sales tools, and ensuring efficient sales operations. This role requires proven experience in sales support or operations, preferably in the mortgage or financial services industry, and proficiency in CRM systems (HubSpot preferred). You will be responsible for managing leads, optimizing sales tools, and generating reports. Power Digital offers a competitive salary, comprehensive benefits, and opportunities for professional growth. We value diversity and inclusion.

Requirements

• Proven experience in a sales support or operations role, preferably within the mortgage or financial services industry
• Proficiency in CRM systems, with a strong preference for HubSpot experience
• Demonstrated technical aptitude and ability to quickly learn new software tools
• Excellent organizational skills and attention to detail
• Strong analytical skills with the ability to interpret data and generate actionable insights
• Effective communication and interpersonal abilities
• Ability to work both independently and as part of a collaborative team

Responsibilities

• Manage and distribute leads within our CRM system
• Oversee unassigned mortgage applications and ensure timely allocation
• Optimize online review platforms and maintain accurate profiles for our sales team
• Administer appointment booking software and ensure seamless scheduling
• Supervise outbound communication tools and manage call distributions
• Coordinate our omnichannel communication systems to ensure cohesive client interactions
• Manage caller ID branding to maintain professional representation
• Collaborate with third-party lead vendors to ensure quality and compliance
• Configure contact views in our CRM to enhance sales team efficiency
• Generate and present weekly reports on lead conversion metrics

Preferred Qualifications

HubSpot experience

Benefits

• Competitive salary ranging from $72,000 to $92,000, commensurate with experience
• Comprehensive benefits package, including health, dental, and vision insurance
• 401(k) with company match
• Opportunities for professional growth and development
• A dynamic and supportive work environment