Process Specialist

Job Summary

A company is looking for a Process Specialist to work remotely.

Key Responsibilities

• Execute daily account creation and assignment across all Sales channels
• Ensure timely and accurate lead routing and assignment
• Identify and implement process improvements for account ownership and lead routing workflows

Required Qualifications

• 2 years of experience in an operational or support role
• Experience handling and completing ad hoc tasks in a timely manner
• Familiarity with Salesforce
• Understanding of client account ownership principles and guidelines
• Ability to improve data hygiene in CRM systems