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Freshdesk Remote Jobs in Florida (NOW HIRING)

YO AI Labs

CRM Operations Specialist Remote

Miami, FL · Remote

$40 - $100/hr

Remote Job Overview We are seeking experienced CRM Operations Specialists to contribute to a ... Familiarity with additional platforms such as Close, Apollo, Salesloft, Intercom, Freshdesk ...

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Freshdesk Remote information

What is a Freshdesk Remote?

Freshdesk remote jobs are positions offered by Freshdesk (part of Freshworks), or roles that involve using the Freshdesk customer support platform, which can be performed entirely from a remote location. These jobs typically include customer support representatives, technical support specialists, and implementation consultants who use Freshdesk’s cloud-based software to assist customers, resolve issues, and manage support tickets. Remote employees use internet-connected devices to access Freshdesk tools and communicate with customers and colleagues online. This setup allows for flexible work environments and the ability to work from home or anywhere with a reliable internet connection.

What skills and qualifications are needed to thrive as a Freshdesk Remote support agent?

To thrive as a Freshdesk Remote Support Agent, you need strong problem-solving abilities, customer service skills, and a solid understanding of help desk operations, typically backed by experience in tech support or customer service roles. Familiarity with Freshdesk ticketing software, CRM systems, and basic troubleshooting tools is essential. Excellent communication, patience, and the ability to work independently set top performers apart. These skills ensure timely and effective customer resolutions, leading to higher satisfaction and efficient remote support operations.

How does a Freshdesk Remote role typically collaborate with other team members to resolve customer issues?

In a Freshdesk Remote position, you will often collaborate closely with cross-functional teams such as product development, engineering, and sales to resolve complex customer issues. Communication is primarily handled through digital channels like email, chat, and video calls. Sharing detailed case notes and updates in the Freshdesk system ensures everyone stays informed and can contribute to finding solutions. Regular virtual meetings and collaboration tools help remote teams stay aligned and maintain high-quality customer support.

What is the difference between Freshdesk Remote vs Freshdesk Support Agent?

AspectFreshdesk RemoteFreshdesk Support Agent
CredentialsCustomer support experience, basic technical skillsCustomer support experience, technical troubleshooting skills
Work EnvironmentRemote, home-basedRemote or office-based, depending on employer
Industry UsageCustomer service, tech support rolesCustomer support, technical support roles
Common Search IntentRemote customer support jobs using FreshdeskSupport agent roles using Freshdesk platform

Freshdesk Remote refers to a remote position working with the Freshdesk platform, often focusing on customer service tasks. Freshdesk Support Agent is a role that involves providing support via Freshdesk, which can be remote or on-site. Both roles require customer support skills, but the Support Agent may need more technical troubleshooting knowledge. The main difference lies in the job scope and environment, with Freshdesk Remote emphasizing remote work flexibility.

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CRM Operations Specialist Remote

YO AI Labs

Miami, FL • Remote

$40 - $100/hr

Full-time

Posted yesterday

New

Job description

CRM Operations Specialist

Job Type: Contractor
Location: Remote

Job Overview

We are seeking experienced CRM Operations Specialists to contribute to a project focused on optimizing sales operations and customer relationship management processes.

In this role, you will apply your practical expertise in CRM platforms, sales processes, automation, and data management to help improve next-generation AI systems. You will provide real-world insights, evaluate workflows, review CRM data, and validate AI-generated outputs against practical sales operations scenarios.

No prior AI experience is required—your CRM and sales operations expertise is what matters most.

Scope of Work

  1. Evaluate and provide expert input on CRM workflows, sales processes, pipeline management, and automation logic using platforms such as Salesforce, HubSpot, and similar tools.

  2. Document existing sales operations processes, identifying workflow inefficiencies, operational challenges, and opportunities for improvement.

  3. Provide real-world CRM scenarios, examples, and feedback based on industry best practices in sales operations and enablement.

  4. Review, analyze, and annotate CRM records, data, workflows, and user interactions to support AI training objectives.

  5. Evaluate and validate AI-generated outputs for accuracy, relevance, and alignment with real-world sales and CRM operations.

  6. Review and contribute to documentation, process guides, training materials, and other CRM-related content.

  7. Assess CRM data quality and identify inconsistencies, duplication, missing information, and process gaps.

  8. Provide actionable recommendations for improving CRM adoption, workflow efficiency, automation, and sales process consistency.

  9. Collaborate with project teams and reviewers to refine CRM-related datasets, scenarios, and AI evaluation criteria.

Required Skills

  • CRM Operations

  • Sales Operations

  • Salesforce

  • HubSpot

  • CRM Data Management

  • Sales Process Optimization

  • Workflow Automation

  • CRM Data Quality

  • Process Mapping

  • Sales Enablement

  • Business Process Analysis

  • Technical & Process Documentation

Preferred Qualifications

  1. 3+ years of hands-on experience in CRM operations, sales operations, revenue operations, or a related field, with demonstrated expertise in Salesforce and/or HubSpot.

  2. Strong understanding of CRM workflows, sales pipelines, automation, lead management, opportunity management, and customer data processes.

  3. Experience optimizing sales processes, implementing CRM automations, and maintaining high standards of CRM data integrity.

  4. Familiarity with additional platforms such as Close, Apollo, Salesloft, Intercom, Freshdesk, Shopify, Crayon, or Funnel is highly valued.

  5. Strong analytical and process-mapping skills, with the ability to understand and evaluate complex business workflows.

  6. Excellent attention to detail when reviewing CRM data, processes, and system outputs.

  7. Strong written and verbal communication skills, with the ability to provide clear documentation and actionable feedback.

  8. Experience supporting software implementations, CRM training, process improvement initiatives, or sales enablement programs is a plus.

  9. No formal degree is required; practical CRM expertise, hands-on experience, and platform fluency are the primary criteria.