CRM Expert

About the role

Bamboohr is looking for a CRM Expert to join their team in Mexico City, CDMX. This role focuses on managing and optimizing customer relationship systems to support business growth and operational efficiency. The CRM Expert will work closely with cross-functional teams to ensure data integrity and effective communication strategies across the organization. The position involves shaping how the company interacts with its customers through technology and process improvements, taking ownership of CRM processes to drive meaningful engagement at every touchpoint.

Key facts

What you'll do

• Manage and maintain the company CRM platform to ensure all customer data remains accurate and up to date
• Design and implement automated workflows that streamline routine customer communication and internal processes
• Analyze customer interaction data to identify meaningful trends and uncover improvement opportunities
• Collaborate with sales and marketing teams to align CRM strategy with broader business goals
• Train staff members on CRM tools and share best practices for daily usage
• Create and update customer segments to support targeted outreach campaigns and personalized messaging
• Monitor CRM performance metrics and generate regular reports for leadership and stakeholders
• Troubleshoot system issues and coordinate with technical teams to implement timely fixes
• Document all CRM procedures thoroughly and keep them current for the entire team
• Lead data cleanup and migration projects to keep customer records organized and reliable
• Support the sales team by ensuring CRM data reflects the latest customer interactions and deal stages
• Evaluate new CRM features and recommend tools that could improve team productivity and data quality
• Work with leadership to define CRM goals and measure the impact of improvements

Requirements

• Proven experience working with CRM platforms in a professional or business environment
• Strong understanding of customer data management, database administration, and data hygiene practices
• Ability to communicate clearly and effectively with both technical and non-technical colleagues
• Attention to detail when handling large volumes of customer records and sensitive information
• Experience building and maintaining automated workflow processes from initial design through deployment
• Familiarity with reporting tools and basic data visualization concepts for business audiences
• Good organizational skills and the ability to manage multiple projects simultaneously and well
• Comfortable working independently and taking initiative on process improvements without constant oversight
• Experience with data import, export, and cleanup operations in a CRM environment
• Familiarity with integration tools that connect CRM systems to other business applications
• Comfortable working with large datasets and maintaining data accuracy over time
• Strong written and verbal communication skills for preparing documentation and presentations

Nice to have

• Experience with CRM platforms commonly used in the industry and a plus
• Background in sales operations or marketing operations roles is highly valued
• Knowledge of SQL or basic query writing for data extraction tasks
• Exposure to customer success or account management responsibilities in a fast-paced setting
• Understanding of marketing automation tools and how they integrate with CRM systems
• Familiarity with analytics platforms and basic reporting frameworks for business users

Skills & tools

• CRM software administration, configuration, and ongoing system maintenance and support
• Customer data analysis, segmentation, and enrichment techniques for better targeting
• Workflow automation design and implementation alongside continuous process improvement methods
• Report creation, dashboard management, and data storytelling for leadership audiences
• Database management, data hygiene practices, and record-keeping best practices for teams
• Cross-team collaboration, stakeholder communication, and project coordination across multiple departments
• Process documentation creation and training material development for new team members
• Customer journey mapping and lifecycle management within the CRM system
• Data quality assurance and validation procedures for accurate record keeping

Practical notes

• This is a full-time position based in Mexico City, CDMX with office presence required
• The role requires regular coordination with teams across different departments and functions
• Candidates should be prepared to work standard business hours from the office
• The hiring process may include multiple interview rounds with different team members
• Remote work is not available for this position as it is office-based in Mexico City
• The company values candidates who are proactive and detail-oriented in their daily work
• Bamboohr is a company based in Mexico City with a growing team
• The ideal candidate will thrive in a collaborative and fast-paced work environment