CRM Support Specialist
Patten Title Company
Austin, United States | Posted on 03/16/2026 The CRM Support Specialist provides day-to-day support for the organization’s Customer Relationship Management (CRM) system (Zoho). This position focuses on troubleshooting, user support, data quality, reporting, and assisting with system enhancements. The ideal candidate is detail-oriented, technically capable, and comfortable supporting cross-functional teams. Key Responsibilities User Support & Troubleshooting Serve as the primary point of contact for CRM-related support requests. Troubleshoot issues related to workflows, permissions, dashboards, automation, and data. Escalate complex configuration or system-level issues to the primary CRM Administrator. Assist with onboarding new users and provide CRM training and guidance. System Maintenance & Configuration Support Support user account setup, role assignments, and access management. Assist with updates to fields, page layouts, workflows, pipelines, and dashboards. Test system updates and enhancements before deployment. Maintain documentation of CRM processes and internal procedures. Data Management & Quality Control Conduct routine data audits to ensure accuracy and completeness. Identify and resolve duplicate records and data inconsistencies. Support data imports, exports, and bulk updates. Assist with maintaining CRM integrations with other business systems. Help troubleshoot sync issues and automation failures. Work collaboratively with IT and external vendors when needed. Requirements 1–3+ years of experience supporting or working within a CRM system. Experience with platforms such as Salesforce, HubSpot, Zoho, Microsoft Dynamics, or similar. Strong troubleshooting and analytical skills. Working knowledge of CRM workflows, reporting, and data structures. Strong attention to detail and organizational skills. Excellent written and verbal communication skills. CRM Administrator certification (or actively pursuing certification). Familiarity with automation tools (Zapier, Power Automate, etc.). #J-18808-Ljbffr Patten Title Company
$50k - $65k
...We are hiring a motivated and resourceful Product Support Specialist to deliver exceptional client and technical support across a suite of CRM, AI, and marketing platform solutions designed for marketing and sales teams. This role combines CRM automation expertise with...CRMFull timeFlexible hoursCODESM
Austin, TX4 days ago- ...services, and ensure accurate documentation in a fast-paced healthcare support role. Requirements include a bilingual Spanish/English skillset,... ...healthcare customer service or call centers. Proficiency with MS Office and EHR/CRM systems is preferred. #J-18808-Ljbffr InsperityCRM
- ...the future of e-health together with us by becoming a Software Support Specialist IAt CompuGroup Medical we have the mission of building ground... ...software functionality.Documents customer cases in the CRM system and follows the processes established for CRM use cases...CRMFull timeWork at officeMonday to FridayFlexible hoursShift work
$50k - $65k
A dynamic technology company is seeking a motivated Product Support Specialist to provide outstanding client support for a suite of CRM and marketing platform solutions. The role requires experience in CRM administration, problem-solving skills, and the ability to communicate...CRMFull time- A leading title services firm in Austin seeks a CRM Support Specialist to provide day-to-day support for their CRM system. This role involves troubleshooting user issues, maintaining data quality, and assisting with system enhancements. The ideal candidate has 1-3+ years...CRM
- ...), a nonprofit education organization, is seeking a Remote Chat Support Agent for a full-time position. You will be the first point of contact... ...role. Candidates should have strong English writing, fast typing, and experience with helpdesk/CRM tools. #J-18808-Ljbffr IOKCRMRemote jobFull time
- ....Software Support Specialist I page is loaded## Software Support Specialist Ilocations: Austin | 13640 Briarwick Dr Suite 110time type: Full... ...will clearly and accurately document your calls in our internal CRM system while following our internal guidelines.* You will...CRMMonday to FridayFlexible hoursShift work
CompuGroup Medical
Austin, TX6 hours ago - ...enabling data-driven decisions, Rethink supports our customers as they help companies like... ...phenomenon. Job Description The Product Support Specialist (Tier II) at Rethink is a client-facing,... ...enterprise application software and/or CRM Have a passion to learn the Salesforce....CRMCasual workLive inWork at office
- CompuGroup Medical SE & Co. KGaA in Austin, TX is seeking a Software Support Specialist I to provide frontline support for the eMDs software suite,... ...and resolving questions. You will document cases in CRM, use SQL tools to troubleshoot, create knowledge base articles...CRMFlexible hours
- ...We are seeking a detail-oriented and customer-focused Client Support Specialist to join our growing remote team. In this role, you will assist... ...demeanor Preferred Skills ~Experience with CRM systems or customer support platforms ~Familiarity with remote...CRMRemote workFlexible hours
Nexora Talent
Austin, TXmore than 2 months ago $30 per hour
Prolific is seeking a Customer Support Representative to join its Expert Network. The role involves evaluating AI chatbot responses and... ...communication skills, and the ability to solve problems. Proficient use of CRM tools like Zendesk is expected. Participants can earn up to $30...CRMRemote jobHourly payWork from homeFlexible hours- ...Sales Support Specialist At InHome Therapy, our Sales Support Specialist plays a huge role in helping patients receive care by connecting... ...exceeding volume or activity-based targets. ~ Proficiency in CRM platforms and Microsoft Office required. Other Knowledge...CRMBase plus commissionWork at officeRemote work
$22 - $40 per hour
...Client Support Specialist Fiducient Advisors, a leading consulting firm managing over $225 billion in assets, is seeking a dedicated and... ...and updating client records with precision in our company's CRM system. Assisting financial advisors with the preparation...CRMHourly payFull timeWork at office$55k - $60k
...build our workplace culture. We foster a supportive, inclusive, and empowering environment... ...for a Receptionist and Operations Support Specialist who is interested in being part of one... ...inventory and coordinate reordering Update CRM records and workflow status as directed...CRMWork at office$30 per hour
...South Austin, TX is looking for a detail-oriented Client Billing & Support Analyst to join their team. This role plays a key part in... ...assessment Experience with client billing portals and familiarity with CRM or ERP systems is a plus BI/SAP experience (a plus, not...CRMLocal area$30 - $40 per hour
...Remote Chat Support Agent The Institute of Knowledge (IOK) is seeking a dedicated and professional Remote Chat Support Agent to join... ...focused approach. Proficiency in using helpdesk software and CRM systems. A reliable high-speed internet connection and a quiet...CRMRemote jobHourly payFull time$17 - $19 per hour
...compassionate, detail-oriented, and highly communicative Patient Support Agent to join our dedicated team. In this essential role, you... ...Records - Document all patient interactions and resolutions in our CRM system with accuracy and attention to detail to support...CRMFull timeWork at officeRemote workMonday to FridayRugiet Health
Austin, TX18 days ago- We're hiring an Operations Support Manager to be the connective tissue between our Account Management team and the operational engine that... ...Success teams in a B2B SaaS environment. Familiarity with CRM, CS tooling, and ticketing/support systems (e.g., Salesforce, Intercom...CRMWork at officeRelocation
- ...growthPartner with Sales to identify and tier accounts, define segments, support enablement, and ensure smooth lead and account handoffsAct as... ...channels, and full-funnel campaign designAbility to translate CRM data, voice of customer, win/loss analyses, and market research...CRMRemote workFlexible hours
- ...good if certified in APTTUS like CPQ products.• Hands on knowledge on Any CPQ package• At least 2 years of experience in implementing CRM solutions with a minimum of 3 years Salesforce Force.com platform/Sales Cloud/Service Cloud implementations• Thorough understanding...CRMFull timeH1b
- ...Comfort working in a dynamic, deadline-oriented environment ~ Successful background hitting targets/quota ~ Experience using CRM and lead management technology such as Salesforce.com ~ Ability to communicate effectively over the phone and in person with clients...CRM
KPI ANALYTICS INC
Austin, TXa month ago - ...Austin to lead a cross-functional, high-velocity engineering effort. You will guide architecture, design, and delivery across Finance, CRM, and Order Management within a scalable ecosystem. You will mentor engineers, drive Agile practices, and partner with product...CRM
- ...PJM & MISO markets, shape market-facing business propositions, support revenue forecasting, and strengthen GridBeyond’s brand presence... ...navigating complex technical sales cycles, and using Salesforce CRM to manage opportunities and forecasting. The successful candidate...CRMFull timeFlexible hours
GridBeyond
Austin, TX1 day ago - ...communications skills - oral, written and presentationForecast accurately and maintain all sales cycle activities within the Salesforce.com CRM system in accordance with Certinia sales process and methodologyWHAT YOU NEED TO BE SUCCESSFUL IN THIS ROLEProven success in...CRMFull timeRemote work
- ...Customer Success About the Company Forward-thinking B2B SaaS / CRM technology organization Industry Information Technology... ...will be responsible for leading the implementation, enablement, support, retention, and expansion efforts for mid-market and enterprise...CRM
- ...communication skills, with the ability to convey value propositions clearly and confidently. Strong organizational skills and attention to detail, with proficiency in CRM software. Experience with the staffing or recruiting industry is a significant plus. #J-18808-Ljbffr...CRM
Asymbl
Austin, TX4 days ago - ...integration and management of third-party data sources into our CRM, ensuring consistency, accuracy, and usability across the GTM tech... ...operations teams to build scalable data quality practices that support revenue growth and operational excellence. This is a high-impact...CRM
$63 - $66 per hour
...effectively customer service tools and AI-driven automation features support both agents and customers. This role combines analytical rigor... ...Understanding: Familiarity with contact-center workflows, CRM/ticketing tools (Salesforce, Genesys, etc.), and LLM-driven automation...CRMHourly payFull time- A service-disabled veteran-owned business in Austin, Texas is seeking a Salesforce Administrator/Project Manager to manage the CRM migration from HubSpot to Salesforce. The role requires extensive Salesforce Administration experience and project management skills for a...CRM
$81.2k - $170.6k
Job Title: Operational Support Specialist ManagerJob Category: Engineering and Technical SupportTime Type: Full timeMinimum Clearance Required to Start: TS/SCI with PolygraphEmployee Type: RegularPercentage of Travel Required: Up to 50%Type of Travel: Continental US* *...Contract workWork experience placementFlexible hours
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