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
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Hungerrush
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Lone Star Communications, Inc.
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...Sales Support Specialist All Current Electrical Sales, Inc has passionately created solutions for our electrical distributor partners since... ...within a dynamic sales environment. Proficient with CRM software, order management systems, and Microsoft Office Suite...CRMWork at officeLocal areaEBSCO
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Houston, TX23 hours ago- Christ Taylor Insurance is seeking a dedicated customer support professional to be the first point of contact for clients. You will handle... ..., empathy, and problem-solving skills, plus familiarity with CRM systems and Microsoft Office. Fluency in additional languages is...CRMWork at office
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alliantgroup, LP
Houston, TX4 days 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- ...Product Support Representative Location: NW Houston, TX Schedule: Onsite, Monday through Friday, 8:00 AM to 5:00 PM Our client... ...interactions, findings, and next steps in business systems such as CRM, ERP, ticketing, or order management platforms Escalate...CRMHourly payImmediate startMonday to Friday
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...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
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Gpi Management
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
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Inspire Path Networks, Llc
Houston, TX1 day ago - ...Road Warrior: Willingness to travel 50%+ of the time during peak conference seasons.Tech Savvy: Proficient in using lead capture tools, CRM systems (Salesforce), and marketing automation platforms.Perks & Benefits:Performance-based bonus or commission (for eligible roles)...CRMFlexible hours
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Pacer Group
Houston, TX2 days ago
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