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Insightly Jobs in California (NOW HIRING)

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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.

What are popular job titles related to Insightly jobs in California? For Insightly jobs in California, the most frequently searched job titles are:
What job categories do people searching Insightly jobs in California look for? The top searched job categories for Insightly jobs in California are:
What cities in California are hiring for Insightly jobs? Cities in California with the most Insightly job openings:
Insightly jobs near you
Infographic showing various Insightly job openings in California as of June 2026, with employment types broken down into 87% Full Time, 8% Part Time, and 5% Contract. Highlights an 80% In-person, and 20% Remote job distribution.

Customer Experience Associate (Remote)

Age Bold

Los Angeles, CA • Remote

$20 - $22/hr

Other

Posted 2 days ago

Job description

Bold is looking for a motivated Customer Experience Associate to conduct high volume outreach to new and existing members leading to increased enrollment and program completion rates. 

To help us achieve our mission, we are looking to hire a Customer Experience Associate who is a great communicator, is critical thinking, and envisions a world where every aging adult has access to personalized, easy-to-follow online workouts. This is a full time remote role and will report to our Manager of Member Experience.
As a key member of our Member Experience Team, here's what you'll do:

Key Outcomes: 

  • Actively conduct outreach via phone, text, and email daily
  • Successfully complete >100 outbound calls a day
  • Enroll 25% or more of all connected leads
  • 25% or more of of all connected members take a class within 1 week of an engagement outreach
  • Maintain 92% or higher customer satisfaction score  

The most important skills for the role are*:

  • 1-3 years of experience as an inside sales representative, call center customer service representative, or health coach
  • Effective communication: Empathetic and active listener for our future and existing members. You showcase the ability to effectively communicate value proposition of Bold's technology product and program 
  • Customer Service Tools: Experience working in CRMs and Customer Services tools (we use Insightly CRM and HubSpot)
  • Organization & Attention to Detail: Ability to prioritize and handle a high volume of work while maintaining quality interactions
  • Critical Thinker: Demonstrated ability to quickly and proficiently understand and absorb new information. Able to "connect the dots" so previous experiences can be applied in new contexts

In addition to the above, it would be great if you also had: 

  • Experience in a role that had direct daily interactions with older adults (e.g. in a senior living community, fitness instructor, patient advocate/coordinator, or a member facing role within a digital health startup) 

*We know people from historically underrepresented communities are less likely to apply if they don't meet all of the above criteria. Please apply anyway! We want people who are fast learners, eager to take on new challenges and will help us build a best in class company that will change what it means to age. 

Interested? Great! Here's what you should know:

At Bold we know that our people are indispensable to achieving our mission, and we are building an inclusive environment that enables everyone to do their best work. In that spirit, we deliberately hire people from all walks of life - including, but not limited to, race, gender identity, sexual orientation and disability status. If you're motivated by our mission and eager to contribute to our team and culture, we'd love to hear from you.

Compensation: 

We're committed to an inclusive, consistent, and equitable approach to compensation and anticipate that this position will earn between $20.00-$22.00/hour in addition to an annual bonus. The exact salary will depend on the relevant and transferable experience you bring to the role.

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