Remote CRM and Lead Management Assistant Work from Home Entry-Level Role
Remote CRM and Lead Management Assistant Work from Home Entry-Level Role
Posted on :
01-05-2025
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1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
01-05-2025
Job Description
Remote CRM and amp; Lead Management Assistant Work from Home EntryLevel Role
Interested in working from home and learning a skill businesses use every day to generate sales and manage customers This beginnerfriendly position trains you to set up and organize lead management systems inside a CRMno experience no degree and no selling required. Just follow the training and start building a valuable digital skill from anywhere.
About This Role
As a Remote CRM and amp; Lead Management Assistant youll be shown how to structure and manage the digital pipelines businesses use to capture follow up with and convert leads. Youll follow a 5day stepbystep challenge that guides you through setting up pipelines tagging contacts assigning lead stages and integrating automation workflowsno tech background required. Whether youre looking to upskill transition to remote work or start freelancing this is one of the simplest and most effective ways to break into the online business space.
Key Responsibilities
Set Up and Organize CRM Pipelines
Customize lead stages (e.g. new lead booked noshow converted)
Create simple dashboards to track where every contact is in the process
Use tagging systems to sort leads by interest source and status
Manage Lead Automation
Trigger email and SMS followup based on actions (like form submissions or missed calls)
Assign leads to sales workflows automatically using draganddrop tools
Set up reminder messages to reduce noshows and improve engagement
Maintain Data Quality and amp; System Performance
Monitor CRM for duplicates errors or missing lead data
Test automation workflows and message delivery
Tweak timing tags or actions to improve flow and reduce friction
What Your Workday Might Look Like
Morning
Complete your assigned module in the CRM and amp; Lead Management Challenge
Review pipeline activity and organize new leads into correct stages
Customize tags and lead fields for a new funnel setup
Midday
Test followup automation on new contacts
Review which leads have gone cold and create a reengagement workflow
Post questions or share progress in the training support group
Afternoon
Analyze conversion bottlenecks based on CRM activity
Duplicate your working system for a second use case
Plan your next days CRM tweaks or funnel integration
Qualifications
No Degree or Certifications Required
This role is designed for people entering the digital workforce for the first time. Everything is built to be beginneraccessible.
No Previous CRM Experience Needed
Youll be trained on how to use visual CRM tools stepbystep. No need for technical skills or marketing knowledge.
This Role Is Ideal If You:
Enjoy staying organized and following checklists
Want to work behind the scenes supporting business growth
Are looking to earn while learning a longterm digital skill
Benefits
Learn a Core Business Skill
CRMs are the backbone of lead management and sales for every industry
Youll learn exactly how to organize automate and optimize sales pipelines
This skill can be used to work for clients join remote teams or launch your own offer
100 Remote Flexibility
No commute no dress code and no set hours
Work from anywhere and progress at your own pace
Great for career changers side hustlers or fulltime job seekers
Complete Training and Support Provided
Access to the 5Day CRM and amp; Lead Management Challenge
Templates for tagging followup pipeline setup and automation triggers
Peer group for mentorship feedback and growth
Frequently Asked Questions
Do I need to sell anything
No. Youll be working with the tools and systems that support sales teams not doing any direct selling.
Will I be responsible for messaging customers
Only via automation. Youll build the followup systems that send out messages automaticallyno live chat or cold outreach.
Can I freelance with this skill after the challenge
Yes. Many virtual assistants and freelancers get hired specifically for CRM setup and lead organization. Its a valuable and monetizable skill.
When can I start
Immediately. Just click the Learn More button and youll unlock access to your dashboard tools and training materials.
How long does the training take
The challenge takes about 12 hours a day over 5 days but its fully selfpaced.
Why This Opportunity Makes Sense
If youve been looking for a remote job that actually builds your future this is it. CRM management is one of the most overlookedbut most essentialroles in online business. And once you know how to set it up automate it and keep it running you become indispensable. This role gives you the systems tools and support to start strongwith no previous experience needed.
How to Apply
Click the Learn More button to get started with the CRM and amp; Lead Management Challenge. All templates dashboards workflows and stepbystep videos are included. No tech skills. No degree. Just a clear path to building a jobready skill from home.
Employment Type
Full Time
Key Skills
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