Process & Technology Specialist
- USD 66,200 to 128,000 per year
- Remote, United States
- Mid-level
- Posted 5 days ago
or apply from Claude / ChatGPT / Muse
Sales operations role running the CRM, building dashboards and automations, and helping sales staff adopt new tools including AI.
About the role
Process and tooling work for a sales operations team, keeping the CRM clean and the reporting reliable while new platforms roll out.
At a glance
- Pay
- USD 66,200 to 128,000 per year
- Remote scope
- Remote, United States
- Seniority
- Mid-level
- Skills
- Salesforce, CRM administration, Dashboards, Process automation, Claude, UAT
- Posted
- 30 Oct 2026
- Last checked
- 3 Nov 2026
What you will do
- Run day-to-day Salesforce administration: user access, fields, workflows and data hygiene.
- Build and maintain KPI dashboards, including margin and productivity views for frontline staff.
- Create automations across the sales stack such as stage triggers, alerts and handoffs, and support platform rollouts.
- Lead AI tool adoption with training sessions, use case docs and usage tracking.
- Act as first point of contact to product and engineering for rollout coordination and UAT, and keep process docs current.
What they look for
- Working knowledge of CRM administration such as Salesforce, including user management and workflows.
- Able to build and maintain dashboards and reports without heavy BI support.
- Hands-on interest in AI tools for process automation and training.
- Organized and process-minded, able to juggle several automation and rollout workstreams.
- Clear communicator who can train sales staff through technology changes.
Nice to have
- Salesforce Administrator certification or equivalent configuration experience.
How Keywordise applies for you
Alex Demo
[email protected]
From your CV
Yes, fully remote
- Sent
- 09:41
- Attached
- Your tailored CV
- 1Upload your CVAdd your CV once. It takes about a minute.
- 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
- 3The form fills itselfName, email, experience and screening questions, field by field.
- 4Application sentYou get a receipt and follow it in your dashboard.
Apply with Keywordise AI7-day free trial, no card.
Apply from your AI assistant
Connect Keywordise to your assistant once, then send it the prompt. It applies for you.
Claude
- In Claude, open Settings, then Connectors, and choose Add custom connector.
- Name it Keywordise and paste the connector URL.
- Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
ChatGPT
- In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
- Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
- Log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
Muse
- Open Muse (muse.ai or the app) and send it the message below.
- If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
- Send the prompt. Muse asks before it sends anything.
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.Muse is available in the US only for now.
Apply to Keywordise job h5wlx7jvmiQuestions about this job
Is this a remote job, and where can I work from?
Yes, it is listed as remote, aimed at candidates in the United States.
What does this job pay?
The posting states USD 66,200 to 128,000 per year.
What experience is needed?
It is a mid-level role. The posting asks for: working knowledge of CRM administration such as Salesforce, including user management and workflows; able to build and maintain dashboards and reports without heavy BI support; hands-on interest in AI tools for process automation and training. Skills it names include Salesforce, CRM administration, Dashboards, Process automation.
How do I apply with Keywordise AI?
Select Apply with Keywordise AI, sign up and upload your CV. Keywordise writes a CV and a cover letter for this job from your real experience and applies for you. The 7-day free trial needs no card.
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