What are the responsibilities and job description for the CRM Manager position at Insight Global?
Required Skills & Experience
- 3 years experience ideally in dispatch or scheduling
- Extremely organized with exceptional attention to detail
- Strong communication and customer service skills
- Positive attitude and excellent culture fit
- Ability to manage multiple priorities in a fast-paced environment
- Comfortable learning and leveraging new technology
- In-office, five days per week
Nice to Have Skills & Experience
- Experience in home services, residential construction, or light construction
- Dispatch and scheduling experience
- Experience working within CRM or field service software
- Basic understanding of construction terminology and workflows
- Experience leading CRM implementations, migrations, or systems integrations
Job Description
We are looking for an exceptionally organized, proactive, and detail-oriented professional to lead our scheduling, dispatch, and CRM operations. This individual will play a critical role in ensuring seamless communication between our customers, office staff, and field teams while helping build the systems and processes that support a rapidly growing business. This is an opportunity to join a family-owned company with significant long-term growth potential. As the business continues to expand organically and through acquisitions, this role will have the opportunity to grow alongside it. Responsibilities Lead daily scheduling and dispatch for field teams Serve as the primary administrator for the company's CRM and operational software Maintain accurate customer and job information Drive CRM implementation, migration, and ongoing optimization Improve workflows and standardize operational processes Coordinate communication between customers, office staff, and field personnel Support onboarding and integration of acquired businesses into company systems Identify opportunities to improve efficiency through technology and process improvements Assist leadership with operational projects and initiatives
Salary : $32 - $38