[Hiring] Business Operations & CRM Coordinator @HireLATAM

Role Description

Our Client is seeking a detail-oriented, highly organized Business Operations & CRM Coordinator to manage recurring administrative workflows, oversee Method CRM data health, organize Microsoft SharePoint document libraries, and coordinate field service scheduling. Working directly alongside company leadership, this professional will bridge customer requests, vendor follow-ups, shared mailboxes, and internal task tracking. Operating full-time with US Mountain Time alignment, this coordinator will serve as a proactive operational resource who identifies missing data, enforces process compliance, and drives outstanding items to completion.

Key Responsibilities

• CRM Administration & Data Hygiene:
  • Audits, standardizes, and maintains Method CRM records, accounts, cases, work orders, contacts, and activity logs.
  • Identifies duplicate entries, incomplete fields, stale sales opportunities, and missing next steps, producing recurring data quality reports for management.
  • Logs customer interactions, decision notes, and follow-up commitments into central records, maintaining active task lists to guarantee on-time completion.
  • Participates in Method CRM customization calls with external consultants, capturing system requirements, documenting decision logs, and driving user adoption across teams.
• Business Operations, Inbox & Task Coordination:
  • Monitors shared Outlook mailboxes, phone logs, text channels, and internal ticket queues, acknowledging, routing, and escalating requests according to established SOPs.
  • Establishes a recurring management follow-up system across open tickets, meeting action items, and pending work orders to ensure every item has an assigned owner and due date.
  • Builds Excel trackers, operational status logs, checklists, research summaries, and meeting minutes using Microsoft 365, Teams, and AI productivity tools.
  • Drafts approved customer or vendor communications, schedules appointments, and executes routine administrative projects independently.
• Field Service & Marketplace Coordination:
  • Establishes field-service scheduling workflows for internal Field Service Technicians, prioritizing customer work orders over external marketplace assignments.
  • Tracks technician travel schedules, appointment completion documentation, customer sign-offs, and post-service follow-ups.
  • Manages profiles and job tracking across third-party service marketplaces (such as Field Nation), summarizing suitable secondary jobs for management review and schedule optimization.
• SharePoint & Process Documentation:
  • Manages assigned Microsoft SharePoint document libraries, Microsoft Lists, metadata tagging, links, templates, and SOP pages in alignment with corporate standards.
  • Uploads, categorizes, archives, and organizes administrative files to maintain a searchable, well-structured digital workspace.
  • Documents recurring administrative and operational processes into formal SOPs, identifying opportunities to standardize, simplify, or automate workflows using AI tools.
• Light Sales & Administrative Support:
  • Provides light sales administration support, updating prospect records, managing scheduled follow-up tasks, and assisting with meeting coordination (non-quota, non-cold calling).

Qualifications

• 3+ years of experience in business operations coordination, CRM administration, administrative support, or service desk dispatching.
• Hands-on experience navigating CRM platforms, maintaining customer records, auditing data quality, and managing operational task lists.
• Strong proficiency in Microsoft Excel (data manipulation, tracking sheets, reporting), Outlook shared mailboxes, Teams, and Microsoft 365.
• Exceptional verbal and written English communication skills suitable for direct customer, vendor, and executive interactions.
• Demonstrated capability to document step-by-step business workflows and organize digital filing structures.
• Ability to work a 40-hour weekly schedule (5 days or 4.5 days) with consistent coverage during US Mountain Time (MT) business hours.
• Dedicated quiet home office, personal computer, professional headset, and high-speed, reliable internet connection.

Preferred Qualifications

• Hands-on experience with Method CRM, RingCentral, or service marketplace platforms like Field Nation.
• Experience building or organizing Microsoft SharePoint site libraries, Microsoft Lists, and document metadata structures.
• Familiarity with payment processing, merchant services, Clover, or POS (Point of Sale) systems.
• Practical experience using AI productivity and workflow automation tools.

Benefits

• $1,500 – $2,000 USD monthly salary paid directly in USD.
• Full-time 40-hour week structured across 5 days or 4.5 days.
• Close collaboration with company ownership and leadership.
• Opportunities to expand into higher-level business operations, systems administration, process engineering, or team leadership.
• Dedicated full-time contractor engagement executed remotely from Latin America.