Operations & CRM Manager – System Flow, Task Management, and Quality Control

We’re looking for a proactive, detail-oriented Operations Manager to join our remote team. This role is ideal for someone who thrives in a structured environment, loves improving systems, and ensures no task falls through the cracks. You’ll manage our internal workflows, oversee communications, keep our CRM in top shape, and make sure our team and customers stay informed and supported.

Key Responsibilities:

Inbound Management

CRM Ownership (Zoho Suite)

Maintain clean, accurate records in CRM

Manage task queues

Monitor task flows using CRM tasks and collaborative quote/order tracking sheets

Operational Flow & Task Oversight

Ensure team tasks move smoothly through CRM and are delegated to the correct sales reps

Track and flag any quote/order issues or pending items

Act as point-of-contact for resolving open operational questions (via phone or Cliq)

Documentation & SOP Updates

Learn our workflows and ensure that documentation is up-to-date

Identify process gaps and propose workflow or SOP updates

Customer & Team Support

Respond to customer inquiries, send out quotes/sales orders

Make occasional outbound calls to clarify issues with customers or internal staff

Answer phone calls via RingCentral (desktop app)

Accounts Receivable Coordination

Help manage A/R tasks and route financial follow-ups to appropriate sales teams

Requirements:

Excellent written and verbal communication skills

experience with Zoho Suite (CRM, Cliq, Sheets, Writer)

Strong organizational skills and attention to detail

Comfortable speaking with customers and team members by phone or chat

Able to learn and manage systems quickly with minimal hand-holding

Bonus: Experience documenting SOPs or working in a systems/process-oriented operations role.

This is a part-time freelance position with potential to grow into a long-term leadership role.