Rev Ops-CRM Lead Specialist (Pipe Drive Focus)

Rev Ops-CRM Lead Specialist (Pipe Drive Focus)

Kami - Auckland/ Hybrid - Full time

About Kami 

Kami is not only an award-winning education platform based in Auckland, New Zealand, but a thriving organization filled to the brim with talented, creative, and passionate people! It’s hard not to love what you do when our leading digital classroom platform offers meaningful solutions to over 40 million users worldwide, empowering students and supporting teachers!

You’ll be joining at a pretty magical time. Kami’s user base is growing by the day. With a fast-growing team based across New Zealand, the USA, South Africa, Europe, Australia, Singapore, and Brazil, we couldn’t be more proud of the accomplishments and milestones we’ve achieved to date. Now, this is your chance to join our team and become an integral member of Kami’s growth while shaping your own future and having fun doing it!

Users tell us they love our product and we need a talented, energetic CRM Specialist to bring our vision for a better way of learning to more teachers, administrators, and their organizations across the US and internationally.

Why Kami? 

We’re building a team of enthusiastic and experienced staff to support our sales team, help capitalize on our exciting momentum, and pitch Kami's magic to school districts. This is an excellent opportunity to build upon a successful sales career!

• Great team: Founded by successful startup veterans and passionate engineers. A fun, very diverse, transparent, and vibrant start-up culture that empowers our people to be leaders.
• Happy customers: Helping thousands of schools worldwide through the digital transformation of education for the 21st century. Just read our reviews.
• Huge potential: Already used by 40M users in 175 countries. One of the most popular apps and fastest-growing edtech vendors worldwide.
• Powerful Partners: Kami is a Google Premiere Partner.
• Make an Impact: Help progress the digital transformation of K-12 education with our 21st-century, student-centric learning environment. 

What you’ll do...

We’re looking for a Rev-Ops CRM Specialist who is experienced in CRM systems, ideally Pipedrive and passionate about optimizing systems to enhance team performance. In this role, you’ll support our EdTech sales team by ensuring that Pipedrive is properly managed, data is accurate, and the system operates smoothly to help the team reach its goals.

This position is focused on supporting the team’s efficiency and helping improve day-to-day operations by ensuring the CRM system runs smoothly.

If you have experience with CRM and enjoy optimizing systems to improve teamwork, we’d love to have you join us.

The initial job duties the Employee will be expected to perform as the Rev Ops-CRM Specialist will be the following:

• Maintain the Pipedrive CRM by ensuring up-to-date data is organized and aligned with the company’s sales processes. Configure and customize the CRM based on the sales team’s needs and company growth objectives, following company guidelines.
• Manage CRM for the company
• Responsibility for ingestion of contact lists into PipeDrive 
• Process mapping of the CRM based on best practices and sales procedures 
• CRM mapping experience would be desired 
• Demonstrable ability to fully plan, implement, and evaluate projects
• Analyzing sales performance data to identify areas for improvement and make data-driven decisions quickly
• Track deals and activities within the sales pipeline to ensure accuracy and efficiency. Ensure that all stages and tasks are properly categorized and in accordance with the sales process.
• Oversee existing automated workflows to boost sales productivity and reduce manual tasks. Optimize processes related to lead generation, follow-ups, deal progression, and post-sale activities.
• Ensure the CRM data is accurate and up to standard. Create custom reports and dashboards that give insights into sales performance, lead conversions, and deal metrics. Regularly audit data to ensure it complies with governance standards.
• Provide ongoing training to sales team members on best practices and Pipedrive features. Assist with technical support for troubleshooting issues and responding to user questions. Collaborate with sales leadership to develop training materials and user guides.
• Work with sales leadership, marketing, and customer success teams to maintain smooth data flow across departments and ensure alignment of goals and activities.
• Collaborate with IT and operations to integrate Pipedrive with other tools and platforms, including email marketing systems and customer support tools.
• Continuously evaluate sales workflows to identify bottlenecks or inefficiencies. Recommend and implement enhancements using Pipedrive functionalities to help the team work smarter.
• Keep up with the latest Pipedrive features and updates, ensuring the team implements and uses new functionalities.
• Analyze sales data within Pipedrive, providing actionable insights on KPIs, trends, and potential areas for improvement. Share findings with the sales leadership team to support informed decision-making.
• Ensure Pipedrive usage adheres to data privacy regulations such as GDPR. Follow security best practices for managing sensitive customer information.

This position is focused on supporting the sales team by optimizing CRM processes, providing data insights, and ensuring that Pipedrive is used efficiently. If you enjoy working with CRM systems to help teams succeed, we’d love to have you onboard!

What you’ll bring…

• Proven experience (3+ years) as a Pipedrive/CRM specialist in a fast-paced, high-growth environment, preferably in EdTech or SaaS.
• Strong understanding of sales processes, CRM best practices, and pipeline management to support sales teams effectively.
• Hands-on experience with automating workflows and creating custom reports and dashboards within Pipedrive.
• Have an intermediate background in coding experience (Python/Ruby)
• Be able to manage a production database (database administrator (DBA)
• Familiarity with data governance and privacy regulations (e.g., GDPR, CCPA) to ensure compliance and data security.
• Excellent analytical and problem-solving skills, focusing on optimizing CRM processes and ensuring data integrity.
• Strong communication skills with the ability to train, support, and coach a diverse sales team using Pipedrive.
• Experience integrating Pipedrive with related tools (e.g., Zapier, Google Workspace, Slack) and utilizing APIs for seamless functionality.
• Ability to collaborate with cross-functional teams, including sales, marketing, customer success, and IT.
• Proficiency in analyzing sales metrics and providing actionable insights through CRM reporting.

This job focused on the technical and collaborative aspects of the CRM Specialist role, emphasizing the role's support for our Sales team.

We’re not called Kami-leons for nothing! You’ll be working with a team full of agile, flexible, and open-minded people who want to make a difference in the world (and enjoy the process, too!).

If you’re looking for a new challenge and the opportunity to impact the lives of millions, this is your opportunity. Kami is growing fast, and you are, too.