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
- ...retirement plans Access to company financial planning tools Client Support Specialist Location Employment Type Full time Location Type Hybrid... ...or a related field Experience with Salesforce or comparable CRM tools preferred Familiarity with custodial or institutional investment...CRMPermanent employmentFull time
CORDA Investment Management
Houston, TX2 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
HungerRush
Houston, TX2 days 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, TX3 days ago- Full Time ATS Support Specialist - Dynamics 365 Location: Montgomery, Conroe, or The Woodlands, TX (or open to remote for local talent) Are you... ...with customers. Basic knowledge of Microsoft Dynamics 365 (CRM) is a plus, but we’re happy to provide training on the software...CRMFull timeLocal areaRemote work
- A title company in Houston seeks a CRM Support Specialist. This role focuses on providing day-to-day support for the CRM system (Zoho), troubleshooting, and ensuring data quality. The ideal candidate will have 1-3+ years of experience in CRM systems, strong attention to...CRM
$71.3k - $124.5k
...Senior Technology Sales Support Specialist As a Senior Technology Sales Support Specialist, you will play a pivotal role in complex sales... ...for core WK solutions. Maintain technical documentation and CRM (Salesforce) entries. Shadow experienced team members...CRMWork at office- ...Sales Support Specialist Join our Houton team as a Sales Support Specialist, supporting outside sales with proposals, technical reporting... ...conjunction with outside sales. Coordinate with sales to manage CRM and ensure accurate tracking of projects as they develop....CRMLocal area
Raychem (Chemelex)
Houston, TX1 day ago $71.3k - $124.5k
...Senior Technology Sales Support Specialist As a Senior Technology Sales Support Specialist, you will play a pivotal role in designing and... ...for core WK solutions. Maintain technical documentation and CRM (Salesforce) entries. Shadow experienced team members...CRMWork at officeRemote work$21 per hour
Description: Family Support Specialist - Houston, TX Hand to Hold® is a national non-profit 501(c)(3) organization that provides compassionate... ...conferencing, organizational and project management, and CRM technology. The role requires leaning on one’s own personal...CRMHourly payPart timeWork experience placementInternshipWork at officeLocal areaShift workWeekend workAfternoon shift- ...Partner Support Specialist Join the team at American First Finance as a Partner Support Specialist! The Partner Support Specialist (PSS)... ...merchant needs and coordinate solutions Maintain accurate CRM activity and manage daily territory schedules Collaborate...CRMWork at officeFlexible hours
- ...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
Lone Star Communications, Inc.
Houston, TX12 days ago $40k - $55k
...Sales Support Specialist This is where your work makes a difference. At Baxter, we believe every personregardless of who they are or where... ...including Outlook, Word, and Excel. ~ Experience working with CRM systems, NetSuite, Validic, or similar customer management...CRMTemporary workWork at officeWork visaFlexible hours- ...Sales Support Specialist At ABB, we help industries run leaner and cleanerand every person here makes that happen. You'll be empowered to... ...Knowledge of customer financial drivers / needs Understanding of CRM system, SFDC preferred Six Sigma or equivalent Quality...CRMContract workTemporary workFor contractorsRemote workWorldwideMonday to Friday
- ...level, strategically minded Senior Sales Support to work directly with our Director of Contracts... ...to our established Sales Support Specialist. The ideal candidate will bring senior-level... ...data and sales activity records in our CRM (Quickbooks); oversee the tracking and consolidation...CRMContract workInterim roleWork at officeWorldwide
Catalyst Career Group
Houston, TX1 day ago $30k - $37k
...Support/Administrative Representative Primary objective is to support our sales team and has direct impact on future revenue. Additional... ..., timely, & accurate information to our agents within a CRM tool Assist with sales orientated tasks Adhere to company'...CRM$90k - $110k
...Sales Support Associate This position is remote, with preference to candidates located in Houston. Who We Are Looking For: ~2-4... ...proactively following up with potential clients through phone, email and CRM tools by maintaining momentum and building strong relationships....CRMWork at officeRemote work- ...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
- ...are currently seeking a dedicated and articulate Live Chat Support Specialist to join our growing team. This is a Full-Time , fully Remote... ...records of all customer interactions and feedback within our CRM system. Contribute to the creation and maintenance of our...CRMPermanent employmentFull timeRemote workWork from home
- ...Manager to connect with prospective clients and drive growth. The role involves conducting market research and utilizing Salesforce CRM for data tracking. We offer competitive pay, a full benefits package including health and 401k, and opportunities for advancement. Join...CRM
Hunter Super Techs - TurnPoint
Houston, TX19 hours ago - ...Caterpillar dealer, we're looking for a driven Petroleum Product Support Sales Representative (PSSR) to partner with oil & gas companies,... ...quotes, proposals, and reports while tracking activities in CRM tools What We're Looking For Required Qualifications ~3+...CRMWork experience placementWork at office
- ...relational data models Marketing Cloud Connect and Salesforce CRM integration experience Experience with preference centers,... ...matter expert for IT and Marketing teams Design, implement, and support complex SFMC solutions Provide documentation, training, and...CRMRemote work
Kasmo Global
Houston, TX3 days ago $52k - $63k
...Administrator in Houston, Texas. This role provides essential administrative support to enhance productivity within the Sales Operations and Partner Success team. The successful candidate will handle CRM inquiries, manage data hygiene, and assist with various sales-related...CRMRemote workCengage Group
Houston, TX4 days 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. Mindlance is an Equal Opportunity...CRM
Mindlance
Houston, TX1 day 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, TX1 day ago - Texas Capital Bank is seeking a Product Manager to translate CRM strategy into actionable roadmaps. This high-visibility role involves managing senior stakeholders and ensuring every release delivers business value. The ideal candidate will have over 7 years of experience...CRM
- ...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
- ...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
$90k - $120k
...Enrollment Specialist Financial Education Sales Compensation: $90,000-$120,000+ annually Job Type: Full-time Location... ...transaction. Manage pipeline and follow-up activity in Salesforce CRM Partner with instructors and operations to deliver a seamless...CRMFull timeWeekend workTrading Academy
Houston, TX2 days ago- ...establish rapport with customers and potential guests of all levels Experience with Microsoft – Word, Excel, Outlook Experience with a CRM system (Microsoft CRM, Salesforce, etc…) Ability to multi-task, i.e. manage multiple priorities with similar deadlines Ability to...CRMRemote workWeekend work
Retail Information Systems
Houston, TX1 day ago - ...Integration & Technical Understanding Knowledge of integrations with SAP FI, MM, WM/EWM Middleware (PI/PO, CPI) External systems like CRM/CPQ tools (e.g., Salesforce) Industry & Business Knowledge High-tech / networking industry (hardware + subscription services)...CRM
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