Operations & CRM Manager – System Flow, Task Management, and Quality Control
We're looking for a proactive, detail-oriented Operations Manager to join our remote team. This role is ideal for someone who thrives in a structured environment, loves improving systems, and ensures no task falls through the cracks. You'll manage our internal workflows, oversee communications, keep our CRM in top shape, and make sure our team and customers stay informed and supported.
Key Responsibilities:
Inbound Management
CRM Ownership (Zoho Suite)
Maintain clean, accurate records in CRM
Manage task queues
Monitor task flows using CRM tasks and collaborative quote/order tracking sheets
Operational Flow & Task Oversight
Ensure team tasks move smoothly through CRM and are delegated to the correct sales reps
Track and flag any quote/order issues or pending items
Act as point-of-contact for resolving open operational questions (via phone or Cliq)
Documentation & SOP Updates
Learn our workflows and ensure that documentation is up-to-date
Identify process gaps and propose workflow or SOP updates
Customer & Team Support
Respond to customer inquiries, send out quotes/sales orders
Make occasional outbound calls to clarify issues with customers or internal staff
Answer phone calls via RingCentral (desktop app)
Accounts Receivable Coordination
Help manage A/R tasks and route financial follow-ups to appropriate sales teams
Requirements:
Excellent written and verbal communication skills
experience with Zoho Suite (CRM, Cliq, Sheets, Writer)
Strong organizational skills and attention to detail
Comfortable speaking with customers and team members by phone or chat
Able to learn and manage systems quickly with minimal hand-holding
Bonus: Experience documenting SOPs or working in a systems/process-oriented operations role.
This is a part-time freelance position with potential to grow into a long-term leadership role.
Apply Now
Key Responsibilities:
Inbound Management
CRM Ownership (Zoho Suite)
Maintain clean, accurate records in CRM
Manage task queues
Monitor task flows using CRM tasks and collaborative quote/order tracking sheets
Operational Flow & Task Oversight
Ensure team tasks move smoothly through CRM and are delegated to the correct sales reps
Track and flag any quote/order issues or pending items
Act as point-of-contact for resolving open operational questions (via phone or Cliq)
Documentation & SOP Updates
Learn our workflows and ensure that documentation is up-to-date
Identify process gaps and propose workflow or SOP updates
Customer & Team Support
Respond to customer inquiries, send out quotes/sales orders
Make occasional outbound calls to clarify issues with customers or internal staff
Answer phone calls via RingCentral (desktop app)
Accounts Receivable Coordination
Help manage A/R tasks and route financial follow-ups to appropriate sales teams
Requirements:
Excellent written and verbal communication skills
experience with Zoho Suite (CRM, Cliq, Sheets, Writer)
Strong organizational skills and attention to detail
Comfortable speaking with customers and team members by phone or chat
Able to learn and manage systems quickly with minimal hand-holding
Bonus: Experience documenting SOPs or working in a systems/process-oriented operations role.
This is a part-time freelance position with potential to grow into a long-term leadership role.
Apply Now