Location: In-Office - 22601 N 19th Ave #208, Phoenix, AZ 85027
Maintain daily operations of the revenue engine: ensure clean data, reliable routing, responsive CRM support, and accurate product records, allowing frontline teams to sell and serve seamlessly.MissionBe the hands-on owner of CRM health and user enablement—fix the data, clear blockers, and make the process the easiest way to work.
Core Responsibilities- CRM Support & Administration
- Triage user tickets (access, views, lists, reports, automations) and close within SLA.
- Build/maintain Saved Views, lists, dashboards, and routine workflow updates.
- Data Hygiene Execution
- Daily sweeps for duplicates, missing required fields, and unassociated documents.
- Maintain product mix accuracy (current and historical) on Company records;
- Routing & Safety Nets
- Monitor lead routing, response timers, and escalation rules; keep one-sequence-per-contact guardrail intact.
- Resolve ownership conflicts quickly and document outcomes.
- Release Enablement
- Prepare release notes and quickstart guides when processes or fields change.
- Run short Looms or office hours for user adoption.
- Quality Assurance
- Spot-check key processes (e.g., MQL handling, handoff completeness, save-motion triggers) and log defects for fix.
- Can merge records, correct field values, and update associations following policy.
- Can unenroll contacts from conflicting sequences and reassign per routing rules.
- Recommends (but does not approve) changes to lifecycle/definitions.
- Ticket SLA: % of CRM tickets resolved on time; user CSAT.
- Data Health: duplicate rate, field completeness, doc association accuracy.
- Process Integrity: % of MQLs handled within SLA; collision attempts resolved; routing errors per 1,000 leads.
- Enablement: adoption of new views/workflows; release-note open rates.
- Works daily with Sales, Marketing, CS managers, and the Head of RevOps.
- Coordinates with BI/IT on integrations; with Finance for quote/contract alignment.
- 1 to 3 years of experience in CRM administration or support (HubSpot experience preferred).
- Strong attention to detail, a service-oriented mindset, and clear written communication skills.
- Comfortable working with spreadsheets, quality assurance checklists, and light automation tasks.
- Flexible and able to manage multiple projects and tasks simultaneously.
- 1 to 3 years of experience with G Suite is required.
- A general understanding of core principles of data governance is required.
Top Skills
What We Do
Located in the Western suburbs of Chicago, Dealer eProcess is a full service digital partner, with over 1,600 dealer groups across the United States, Canada, and Holland. Founded in 2006, Dealer eProcess upholds a service-first culture mentality. As a leading digital partner, Dealer eProcess has won numerous awards for outstanding customer service, websites, and digital marketing, including DrivingSales.com, AWA (Automotive Website Awards), and more.
Dealer eProcess has the answer every dealership is looking for. We use the latest in website design technologies and trends, and mix it together with years of website conversion data to create the most stunning and effective websites for our dealers. As a Google Premier and Bing Select Partner, Dealer eProcess has the ONLY system in the industry that can tell dealerships how many vehicles their digital marketing dollars have sold.
We assist on streamlining a dealerships' business. With a full suite of digital products and services including live chat, a trade-in tool, parts catalog, call tracking, service schedule, conquest tool, credit application, and more, Dealer eProcess is not just your typical website vendor.
