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, TX3 days ago- ...manage lease extensions and ongoing housing support needs for displaced policyholders in a... ...adjusters, and landlords. The Housing Support Specialist serves as both a client advocate and... ...ability to quickly learn internal systems and CRM platforms. Ability to work independently...CRMTemporary workWork at officeLocal areaRelocationShift work
Sedgwick
Austin, TX3 days ago - ...intelligent platforms. Job Overview We are seeking a Product Support Specialist to support day‑to‑day Mission Support operations at our Austin... ...records within warehouse management systems (WMS) and CRM platforms. Perform cycle counts, inventory reconciliation, and...CRMTemporary workWork at office
Saronic Technologies
Austin, TX3 days ago - ...accommodation or an alternative application process. Membership Support Specialist Regular Full-Time AUSTIN KODOSKY SERVICE CENTER, Austin, TX,... ...data using the council's customer relationship management (CRM) system. Coordinate updates to recruitment records and identify...CRMFull timeContract workWork experience placementWork at officeRemote workNight shiftWeekend work
- ...proactive and detail-oriented professional to join a vital sales support team. In this role, you will be instrumental in ensuring... ...RFQs, purchase orders, sales orders, and customer records within a CRM tool. * Respond to customer inquiries regarding product specifications...CRMPermanent employmentFull timeTemporary workWork at office
Aquent Talent
Austin, TX1 day ago - Field Operations Support Specialist Location: Austin, Texas Country: United States Employment type: Regular Full Time Job Scope The Field... ...an asset (Medium proficiency) Experience with Salesforce.com CRM an asset (Medium proficiency) Familiarity with CLIA, CAP, and...CRMFull timeWork experience placementRemote work
- ....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, TX4 days ago $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 required...CRMLocal areaLMA Recruitment
Austin, TX4 days ago$22 - $40 per hour
...billion in assets, is seeking a dedicated and professional Client Support Specialist to join our team. This is a FULL_TIME position based in... ...and updating client records with precision in our company's CRM system. Assisting financial advisors with the preparation of...CRMHourly payFull timeWork at office- ...the future of e-health together with us by becoming a Software Support Specialist I At CompuGroup Medical we have the mission of building... ...through software functionality. Document customer cases in the CRM system and follow the processes established for CRM use cases...CRMWork at officeMonday to FridayFlexible hoursShift work
$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, TX3 days ago$30 - $33 per hour
...focus on providing talent for field/inside sales, medical device support, clinical support, and medical affairs our CSMS division has 10,... ...as actively listening to our caller’s need while navigating our CRM and consistently providing accurate and complete information on...CRMHourly payFull timePart timeImmediate startWorldwideFlexible hours$36k - $62k
...inquiries, engaging potential customers, and assessing initial needs to support sales qualification. This hybrid position is based in Boston, MA... .... Document interactions and update prospect information in CRM systems. Collaborate with Sales Executives by transferring...CRMFull timeTemporary workWork at office3 days per week$72.2k - $120.41k
...continually improve business operations to support the LPL Financial corporate based... ...will lead and develop a team of operations specialists and serve as an escalation point for complex... ...Series 7 Preferences: Experience with CRM tools such as Salesforce is a plus Experience...CRMFull timeWork experience placementWork from home- 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
- ...Job Title: Accounts Receivable Cash Specialist Job ID: 89323 Location: Austin, Texas What you will be doing: Ensure the accuracy of invoices... ...each home sale to ensure accuracy of receipts. Update internal CRM with all relevant transaction details. Perform other duties as...CRM
TEEMA
Austin, TX5 days ago - ...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
- ...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...CRMFlexible hours
GridBeyond
Austin, TX6 days ago - Accounts Receivable Cash Specialist Location: Austin, TX 78702 - Hybrid- 3 days in office Duration: 10 Months Contract with possible extension Pay rate: $24/hr on W2 Required Skills: CRM, EXCELLENT COMMUNICATION SKILLS, EXCELLENT ORGANIZATIONAL SKILL, SGOOGLE SUITE,...CRMContract workWork at office
LeadStack Inc.
Austin, TX4 days ago - ...them to the appropriate invoices Review closing statements for each home sale to ensure accuracy of receipts Update internal CRM with all relevant transaction details Other duties as assigned by management Requirements: Strong organizational skills...CRMWork at office
Axelon
Austin, TX5 days ago $30k
...Opportunities: Actively build and maintain a steady flow of prospects to support our sales teams. Present Orum’s Value: Serve as the front line... ...platform. Daily Prospecting: Add 30 new prospects to the CRM daily and target 10+ accounts each day to keep the sales...CRMFlexible hours- ...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, TX9 days ago - ...campaigns. These campaigns provide over 6 million sellers with the support they need to continue to grow their business on Etsy. About... ...best practices. 5) Prior experience working on lifecycle or CRM programs for a marketplace or e-commerce platform. Details/Notes...CRMFor contractorsRemote workFlexible hours
Braintrust
Austin, TX3 days ago $150.07k - $225.1k
...responsiveness. Collaborate with internal teams (sales, product, support) and external agency partners to deliver seamless support and... ...of customer interactions, proposals, and account details in CRM systems, ensuring that customer data is always up-to-date and accessible...CRMLocal areaBigCommerce
Austin, TX6 days ago- ...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
- ...and property inspection. Requirements Must possess a Real Estate License in the state of Texas Proficient with online business solutions such as Word, Excel, Powerpoint and Customer Relationship Manager (CRM) software. (Salesforce experience is ideal) #J-18808-Ljbffr...CRM
ViziRecruiter
Austin, TX4 days ago - ...Company Healthcare services company providing technology-enabled support for care delivery environments. Industry Hospital &... ...partnerships. A strong analytical mindset and experience using CRM tools, such as Salesforce, are essential. The ideal candidate...CRM
Confidential
Austin, TX1 day ago - ...essential. While not mandatory, prior experience with alternative investments, particularly managed futures, and with Salesforce and/or CRM software is desirable. The role demands a professional who can effectively communicate complex themes to sophisticated audiences and...CRMRemote work
- ...is the Project Manager of the Customer Relationship Management (CRM) Application, which is a Salesforce application for Client that... ...other related project artifacts as necessary. Provides technical support both during work hours and on-call as necessary. Be able to comprehend...CRMFull time
PEOPLECORP AMERICA INC
Austin, TX4 days ago - ...management firm in Austin to recruit a Wealth Management Associate to support a growing advisory team. This is an excellent opportunity for... ...Maintain accurate client information and task notes in the CRM Coordinate with custodians to ensure timely and accurate processing...CRMWork at office
Garry Executive Search
Austin, TX2 days ago
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