- Salary
- $2k – $2k
- Workplace
- Remote
- Type
- Full-time
- Department
- Operations
- Experience
- 3+ years
- Source
- RecruiterFlow
Description
HireLatam is a premier recruitment agency that places top Latin American talent in independent contractor roles in US companies. With a proven track record and a commitment to excellence, we're your trusted partner in the pursuit of career success. Our extensive network, personalized approach, and supportive guidance ensure that you're in the best hands to find your next job opportunity.
Job Title: Remote Business Operations & CRM Coordinator (100% Work From Home)
About the Client
Our Client is a leading merchant solutions and payment processing provider specializing in merchant services, POS point-of-sale systems (including Clover), and specialized field-service installations. Focused on operational accuracy, seamless customer support, and systemized workflows, they rely on robust CRM administration and centralized documentation to power their business. To support their expanding customer base and field service operations, they depend on meticulous operations coordinators to maintain clean database records, manage cross-departmental follow-ups, and build standardized SharePoint environments.
Our Client is seeking a detail-oriented, highly organized Business Operations & CRM Coordinator to manage recurring administrative workflows, oversee Method CRM data health, organize Microsoft SharePoint document libraries, and coordinate field service scheduling. Working directly alongside company leadership, this professional will bridge customer requests, vendor follow-ups, shared mailboxes, and internal task tracking. Operating full-time with US Mountain Time alignment, this coordinator will serve as a proactive operational resource who identifies missing data, enforces process compliance, and drives outstanding items to completion.
Key Responsibilities
CRM Administration & Data Hygiene
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Audits, standardizes, and maintains Method CRM records, accounts, cases, work orders, contacts, and activity logs.
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Identifies duplicate entries, incomplete fields, stale sales opportunities, and missing next steps, producing recurring data quality reports for management.
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Logs customer interactions, decision notes, and follow-up commitments into central records, maintaining active task lists to guarantee on-time completion.
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Participates in Method CRM customization calls with external consultants, capturing system requirements, documenting decision logs, and driving user adoption across teams.
Business Operations, Inbox & Task Coordination
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Monitors shared Outlook mailboxes, phone logs, text channels, and internal ticket queues, acknowledging, routing, and escalating requests according to established SOPs.
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Establishes a recurring management follow-up system across open tickets, meeting action items, and pending work orders to ensure every item has an assigned owner and due date.
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Builds Excel trackers, operational status logs, checklists, research summaries, and meeting minutes using Microsoft 365, Teams, and AI productivity tools.
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Drafts approved customer or vendor communications, schedules appointments, and executes routine administrative projects independently.
Field Service & Marketplace Coordination
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Establishes field-service scheduling workflows for internal Field Service Technicians, prioritizing customer work orders over external marketplace assignments.
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Tracks technician travel schedules, appointment completion documentation, customer sign-offs, and post-service follow-ups.
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Manages profiles and job tracking across third-party service marketplaces (such as Field Nation), summarizing suitable secondary jobs for management review and schedule optimization.
SharePoint & Process Documentation
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Manages assigned Microsoft SharePoint document libraries, Microsoft Lists, metadata tagging, links, templates, and SOP pages in alignment with corporate standards.
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Uploads, categorizes, archives, and organizes administrative files to maintain a searchable, well-structured digital workspace.
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Documents recurring administrative and operational processes into formal SOPs, identifying opportunities to standardize, simplify, or automate workflows using AI tools.
Light Sales & Administrative Support
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Provides light sales administration support, updating prospect records, managing scheduled follow-up tasks, and assisting with meeting coordination (non-quota, non-cold calling).
Qualifications, Skills, and Key Competencies
Required Qualifications
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Operations & CRM Track Record: 3+ years of experience in business operations coordination, CRM administration, administrative support, or service desk dispatching.
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CRM System Expertise: Hands-on experience navigating CRM platforms, maintaining customer records, auditing data quality, and managing operational task lists.
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Advanced Microsoft 365 & Excel Skills: Strong proficiency in Microsoft Excel (data manipulation, tracking sheets, reporting), Outlook shared mailboxes, Teams, and Microsoft 365.
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Near-Native Written & Spoken English: Exceptional verbal and written English communication skills suitable for direct customer, vendor, and executive interactions.
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Process & SOP Documentation Abilities: Demonstrated capability to document step-by-step business workflows and organize digital filing structures.
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Schedule Alignment: Ability to work a 40-hour weekly schedule (5 days or 4.5 days) with consistent coverage during US Mountain Time (MT) business hours.
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Remote Infrastructure Setup: Dedicated quiet home office, personal computer, professional headset, and high-speed, reliable internet connection.
Preferred Qualifications
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Hands-on experience with Method CRM, RingCentral, or service marketplace platforms like Field Nation.
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Experience building or organizing Microsoft SharePoint site libraries, Microsoft Lists, and document metadata structures.
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Familiarity with payment processing, merchant services, Clover, or POS (Point of Sale) systems.
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Practical experience using AI productivity and workflow automation tools.
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Competitive USD Compensation: $1,500 – $2,000 USD monthly salary paid directly in USD.
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Flexible Schedule Options: Full-time 40-hour week structured across 5 days or 4.5 days.
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Direct Leadership Access: Close collaboration with company ownership and leadership.
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Clear Career Growth Pathway: Opportunities to expand into higher-level business operations, systems administration, process engineering, or team leadership.
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100% Remote Infrastructure: Dedicated full-time contractor engagement executed remotely from Latin America.
Application Disclaimer: Please Read Before Proceeding
To ensure a fair and efficient hiring process, all applications must meet the mandatory requirements listed in the job description.
Voice/Video Recording is REQUIRED
Your application CANNOT be considered without a voice or video recording. It must be at least 30 seconds long and in English. Submissions in any other language or missing a recording will be automatically disqualified.
Mandatory Knockout Questions
Each application includes knockout questions designed to verify minimum qualifications required by the client. If you answer "NO" to any of these, you will be immediately disqualified from the hiring process for not having the experience requested for the role. Please note that the citizenship question is also a knockout if you answer "YES" as we are only able to hire Latin American talent based in Latin America.
Apply Wisely
To maintain fairness, please apply to no more than three jobs and only if you fully meet the listed qualifications. Applying to roles you don’t qualify for will not improve your chances and may affect future applications.
Check Your SPAM Folder
All important updates will be sent via email, so be sure to check your inbox and spam/junk folders to avoid missing any communication.
We appreciate your interest and look forward to reviewing your application!
