CRM Support Specialist
Patten Title Company
Houston, 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
- ...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
Houston, TX1 day ago $25 - $26 per hour
...Product Support Customer Specialist Visual Comfort & Co. is the premier resource for decorative and architectural lighting, ceiling fans, system... ...enter details of complaint or issue and resolution in CX CRM and RMA database. ~ Research product issues by consulting...CRMHourly payTemporary workWork at officeImmediate startVisa sponsorshipMonday to FridayFlexible hoursAfternoon shiftEarly shiftVisual Comfort
Houston, TX4 days ago- ...Customer Support Specialist HungerRush is a leading provider of integrated restaurant solutions. HungerRush 360 is our flagship cloud POS... ...Manage incoming tickets generated from email or text via CRM (customer relationship management portal). Return calls for...CRMLocal areaRemote workFlexible hoursWeekend workAfternoon shift
- ...Sales Support Associate As a Sales Support Associate, you will provide critical administrative, operational, and logistical assistance... ...their ongoing growth partner. Responsibilities Manage CRM records (notes, updates, next steps, and pipeline reports), scheduling...CRMDaily paidWork at officeRelocation
alliantgroup, LP
Houston, TX1 day ago - ...Product Support Sales Representative ASCO Equipment has career opportunities for a Product Support Sales Representative in the North... ...Manage pre-planning, post call notes and follow-up actions using a CRM tool. Adhere to all safety rules and complete safety training...CRM
$80k - $90k
...Burnett Staffing Specialists is hiring a polished, driven Business Development Executive for a fully remote, national territory. Base salary... ...have 2+ years of B2B sales, strong prospecting and relationship-building skills, and Salesforce CRM experience. #J-18808-Ljbffr...CRMRemote workBurnett Staffing Specialists
Houston, TX4 days ago$55k - $60k
...$55K–$60K base plus a 20% monthly bonus and full benefits. The role requires 3–5 years in outside sales, with a hunter mentality and CRM experience, preferably Salesforce. You will build partnerships with grocery stores, distributors, and retailers while traveling locally...CRMMohr Talent
Houston, TX4 days ago$60k - $85k
...contracts, pricing, and service agreements Collaborate with operations and marketing teams to support growth initiatives Manage pipeline and track activity using CRM tools (Salesforce or similar) Support client onboarding and ensure strong customer experience...CRMFull time24 Hour Flood Pros
Houston, TX5 days ago- ...and translate them into clear, helpful communication. - Manage support tickets, emails, and occasional live chats to ensure fast,... ...- Maintain detailed, accurate records of interactions in our CRM system. What We are Looking For: - 2+ years experience in a...CRMFull timeImmediate startRemote work
Heritage civil Works
Houston, TX9 days ago - ...shares our collective success. Job Purpose : The Sales Support Specialist-HC plays a critical role in supporting and strengthening... ...with senior sales team members to support growth initiatives CRM & PROCESS MANAGEMENT · Maintain accurate and up-to-...CRMFor contractorsWork experience placementWork at officeDay shift
- ...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
- ...We are looking for a highly organized, proactive, and reliable Administrative Assistant to join our team. In this role, you will support day-to-day operations by providing clerical and organizational support to ensure the smooth and efficient running of the office....CRMWork at office
Flight Services International, LLC
Houston, TX6 days ago - ...About the Role As a Financial Planner, you will play a key role in supporting clients as they work toward their financial goals. You will... ...retention and satisfaction Maintain accurate and up‑to‑date records in CRM and financial planning systems Create thoughtful client...CRM
Alexander Chapman
Houston, TX1 day ago - ...and cross-functional alignment to drive Net New Assets (NNA). The Director will deepen relationships with executives at Fortune 500 firms and design scalable campaigns for growth. Required: 15+ years in sales/BD, CRM proficiency (Salesforce preferred). #J-18808-Ljbffr...CRM
Bogart Wealth
Houston, TX4 days ago - ..., and results-driven. ~ Ability to collaborate effectively across multiple functions and drive issues to resolution. ~ High Volume. ~ Systems. ~ ERP Experience (Rental Result). ~ CRM (Salesforce). ~ AR Software (Emagia). ~ Excel and Microsoft Suite....CRM
Cynet Systems
Houston, TX3 days ago - ...that are effective in his/her territory. Identify and leverage support needed to fully understand client needs, represent Baker Tilly,... ...statements of work with clients. Maintain strict compliance with CRM (Salesforce) requirements by consistently documenting opportunity...CRMShift work
Jobtailor
Houston, TX3 days ago - ...and maintaining enterprise-grade Salesforce applications using Apex classes, triggers, and Lightning Web Components (LWC) to support scalable CRM solutions. Designing and implementing integrations between Salesforce and external systems using REST and SOAP APIs and...CRMMonday to Friday
WM SPA, LLC, THE
Houston, TX9 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
Houston, TX3 days ago - ...domestically and potentially internationally (10-25%) Qualifications Preferred: Bachelors Degree preferred Experience with CRM systems, particularly Salesforce Cross-product line knowledge Background in oil and gas industry sales Demonstrated success...CRM
Weatherford
Houston, TX2 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
- ...competitor activity, and pricing strategies Maintain accurate records of sales activities, forecasts, and client communications in the CRM system Attend networking events, trade shows, and industry meetings as needed Meet or exceed established sales and revenue...CRMFull timeWork at officeLocal areaNight shift
Gpi Management
Houston, TX1 day ago - ...stays up to date with utility requirements and provides technical support to stakeholders, communicates clearly and concisely when... ...degree is not required, but preferred. Experience with Salesforce or CRM systems is a plus for this role. EEO: "Mindlance is an Equal...CRM
Mindlance
Houston, TX2 days ago - ...Salesforce. ~ Effectively manage the assigned budget. ~ Support the company’s online and direct marketing campaigns. ~ Monitor... ...pressure to meet established goals. ~ Salesforce or other CRM & Excel preferred. ~ Proven ability to lead and manage a diverse...CRMTemporary workLive inImmediate start
ABM
Houston, TX9 days ago - ...and professional written and verbal communication and interpersonal skills Proficient in Microsoft Outlook, Excel, Word, PowerPoint, CRM Education Or Experience Required 3+ years of sales experience in general, residential and commercial construction and/or rental sales...CRMTemporary workLocal area
Stallion Infrastructure Services
Houston, TX3 days ago $21 - $28 per hour
...Representatives to join our dynamic team and provide exceptional support to our clients. If you're passionate about delivering top-notch... ...Document customer interactions, feedback, and issues accurately in our CRM system - Follow up with customers to ensure issues are...CRMHourly payFull timeRemote workWork from homeHome officeFlexible hoursEverglade Works
Houston, TX9 days ago$70k
...to the competitive landscape. Document all customer interactions and maintain accurate records in our CRM. Adapt to changing priorities and provide support in unexpected situations. Maintain flexibility to accommodate the needs of clients, including occasional...CRMTemporary workWork at officeImmediate startRemote workFlexible hoursShift workOPENLANE
Houston, 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
- ...investor relationships Maintaining and managing activity related to investor relationships within the firm’s CRM Preparing expense reports and other administrative support for our Managing Directors Coordinating Managing Director calendars including scheduling and confirming...CRMWork at office
CAZ Investments
Houston, TX4 days ago - ...potential customers and effectively manage customer expectations. Support UI’s sales /marketing strategies and business development... ...computer skills (Microsoft Excel, Salesforce.com or comparable CRM system, SAP experience is a plus) ~ Ability to travel 30-50% domestic...CRMFull timeWorldwide
Inspire Path Networks, Llc
Houston, TX1 day ago - ...Maintain accurate forecasting and pipeline visibility in the CRM. Represent the company with professionalism and credibility.... ...time, and in the foreseeable future, HungerRush is not able to support assistance with additional visa sponsorship, regarding this specific...CRMLocal areaRemote work
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