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Insightly Jobs (NOW HIRING)

Mediconnect LLC

Operations Specialist

Pittsburgh, PA

$45K/yr

Maintain accurate records in Insightly CRM * Track lead activity, appointments, and outcomes * Monitor pipeline progress and identify stalled opportunities * Ensure timely and consistent lead ...

Mediconnect LLC

Operations Specialist

Pittsburgh, PA · On-site

$45K/yr

Maintain accurate records in Insightly CRM * Track lead activity, appointments, and outcomes * Monitor pipeline progress and identify stalled opportunities * Ensure timely and consistent lead ...

Mediconnect LLC

Operations Specialist

Pittsburgh, PA · On-site

$45K/yr

Maintain accurate records in Insightly CRM * Track lead activity, appointments, and outcomes * Monitor pipeline progress and identify stalled opportunities * Ensure timely and consistent lead ...

Arizona Tuition Connection

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Data Entry Specialist

Scottsdale, AZ · On-site

$24 - $26/hr

Accurately enter and maintain donor and scholarship applicant information within the Insightly CRM system * Manage and respond to email communications using Microsoft Outlook, ensuring timely and ...

Engaged Public

Use Insightly CRM to track all data related to sales * Work to identify market trends, best practices, referrals, and new opportunity areas * Meet or exceed sales quota * Provide input to the sales ...

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How much do insightly jobs pay per week?

As of Jun 8, 2026, the average weekly pay for insightly in the United States is $829.33, according to ZipRecruiter salary data. Most workers in this role earn between $778.85 and $894.23 per week, depending on experience, location, and employer.

What are some common challenges when working in an Insightly administrator or specialist role, and how can they be addressed?

One of the main challenges in an Insightly administrator or specialist role is managing data integrity and ensuring smooth user adoption across teams. As Insightly often serves as a central hub for CRM, project management, and workflow automation, administrators must proactively monitor data accuracy, troubleshoot integration issues, and provide user training. Regular communication with team members and stakeholders is essential to understand evolving business needs and to customize the platform accordingly. Staying updated on Insightly's new features and best practices also helps maximize efficiency and address user concerns promptly.

What is an Insightly Administrator?

An Insightly Administrator is a professional responsible for managing and configuring the Insightly CRM platform within an organization. They handle user access, customize workflows, manage data, and ensure the CRM is optimized for business needs. Administrators often provide training, troubleshoot issues, and implement new features to support sales, marketing, and project management teams. Their goal is to maximize the efficiency and effectiveness of Insightly for all users.

What are the key skills and qualifications needed to thrive as an Insightly CRM Administrator, and why are they important?

To thrive as an Insightly CRM Administrator, you need a solid understanding of CRM best practices, data management, and business process optimization, often supported by experience in CRM systems and a relevant degree. Familiarity with the Insightly platform, reporting tools, application integrations, and sometimes certification in CRM administration is highly valued. Strong analytical thinking, problem-solving, and communication skills help administrators customize workflows and support user adoption. Mastering these skills ensures the CRM system effectively supports business objectives, data accuracy, and team productivity.

What is the difference between Insightly vs CRM Specialist?

AspectInsightlyCRM Specialist
Primary RoleCustomer relationship management platform for project and sales managementExpert in CRM systems, managing customer data, and optimizing CRM processes
Required SkillsCRM software proficiency, project management, sales processesCRM software expertise, data analysis, customer engagement strategies
Work EnvironmentTech companies, sales teams, marketing departmentsBusiness consulting, IT firms, sales organizations
CertificationsCRM platform certifications, project management certificationsCRM certifications, data analysis certifications

Insightly is a CRM platform used by organizations for managing projects and sales pipelines, while a CRM Specialist is a professional skilled in implementing and optimizing CRM systems like Insightly. The roles are interconnected but serve different purposes: one is a software tool, the other is a role requiring expertise in CRM strategies and data management.

More about Insightly jobs
What cities are hiring for Insightly jobs? Cities with the most Insightly job openings:
What states have the most Insightly jobs? States with the most job openings for Insightly jobs include:
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Insightly jobs near you
Infographic showing various Insightly job openings in the United States as of May 2026, with employment types broken down into 96% Full Time, and 4% Part Time. Highlights an 70% Physical, and 30% Remote job distribution, with an average salary of $43,125 per year, or $20.7 per hour.
Operations Specialist

Operations Specialist

Mediconnect LLC

Pittsburgh, PA

$45K/yr

Full-time

Retirement, PTO

Posted 6 days ago

Job description

Benefits:
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Paid time off
  • Parental leave
  • Training & development

Strategic Partnership Operations Specialist
MediConnect | CommunityConnect Division

Reports To: Director of Strategic Partnerships
Position Summary
The Strategic Partnership Operations Specialist supports MediConnect's partnership growth efforts by converting inbound and partner-generated leads into scheduled appointments while maintaining accurate CRM data and supporting events.
This role combines appointment setting, lead management, CRM administration, reporting, and event coordination. The ideal candidate is organized, proactive, comfortable with phone outreach, and motivated by measurable results.
Key Responsibilities
Lead Conversion & Appointment Setting

  • Respond to inbound inquiries and follow up on partner-generated leads
  • Conduct outbound calls to schedule appointments for advisors
  • Confirm appointments and maintain consistent follow-up
  • Help improve contact rates, appointment volume, and show rates
CRM & Pipeline Management

  • Maintain accurate records in Insightly CRM
  • Track lead activity, appointments, and outcomes
  • Monitor pipeline progress and identify stalled opportunities
  • Ensure timely and consistent lead follow-up
Event Support

  • Assist with seminars, educational events, and community outreach initiatives
  • Support event preparation, attendee tracking, and follow-up
  • Attend events as needed to help generate appointments and collect prospect information
Reporting & Performance

  • Track key metrics including calls, appointments, attendance, and conversions
  • Identify trends and opportunities for process improvement
  • Provide insights to support operational efficiency and lead conversion
Qualifications
  • Strong communication and phone skills
  • Excellent organization and attention to detail
  • Experience with CRM systems (Insightly preferred)
  • Ability to manage multiple priorities and follow through consistently
  • Self-starter with strong problem-solving skills
  • Willingness to attend occasional evening events
Preferred Experience
  • Appointment setting, customer service, inside sales, or lead follow-up
  • Event coordination or community outreach
  • Medicare, healthcare, insurance, or senior services experience preferred
Why This Role Matters
This position serves as the bridge between partnership development and revenue generation. By ensuring timely follow-up, strong lead management, and organized event support, this role directly impacts growth, partner satisfaction, and client experience.