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Atomic HR career site
Sales & Business Development · Multiple locations

CRM Strategy Manager | Customer Insights & Data Analysis

Ensure smooth automation, data accuracy, and performance tracking within sales and marketing operations.

We usually respond within two weeks

About Our Client

Our client is a U.S.-based legal services organization providing professional services and immigration solutions. They’re seeking a CRM Analyst & Manager to oversee the management and optimization of LawRuler and MyCase CRM systems.

This role is key in ensuring smooth automation, data accuracy, and performance tracking within sales and marketing operations.

If you have experience in project management, marketing operations, or business process optimization—this role is for you.


What You’ll Do

  • Optimize CRM Systems with automate workflows and integrate lead data across CRM platforms, enhancing lead scoring and engagement tracking.

  • Enhance reporting expanding sales dashboards, automate KPI reporting, and use predictive analytics for better forecasting and decision-making.

  • Ensure compliance in order to develop automated compliance tracking and conduct regular CRM audits to maintain data integrity.

  • Support sales and marketing teams to optimize lead distribution, integrate CRM with marketing tools, and provide training and support to sales and marketing teams.

  • Improve data management to maintain accurate CRM records, create custom reports, and implement automations for client follow-ups and reminders.



Is This You?

  • Fluent in Spanish & English (spoken and written)

  • 5+ years of CRM management experience, particularly with LawRuler and MyCase

  • Strong expertise in CRM automation, data workflows, and sales enablement

  • Experience with compliance tracking in a regulated legal environment

  • Proficient in API integrations, AI automation, and cloud-based CRM solutions

  • Skilled in analytics tools like Google Data Studio, Tableau, or Looker


What You’ll Get

💰 Salary – Competitive and negotiable based on experience and skills.
📈 Career Growth –  Work in high impact projects with skilled individuals, with a growth mindset and expansion vision.
🤝 Collaborative Team – Join a fast-paced environment that values creativity, quality, and innovation.
📈


Department
Sales & Business Development
Role
Sales Engineer/Solutions Consultant
Locations
Cozumel, Merida, Playa del Carmen, Puerto Progreso, Cancún, Valladolid
Employment type
Full-time

About Atomic HR

We connect talented tech professionals in Latin America and Canada with remote career opportunities at innovative startups worldwide. We specialize in finding roles that align with your skills, experience, and career goals. Our personalized approach ensures you're matched with companies that value your contributions and offer opportunities for growth. Whether you're a software engineer, designer, marketer, or other tech professional, we're here to help you take the next step in your career.

Sales & Business Development · Multiple locations

CRM Strategy Manager | Customer Insights & Data Analysis

Ensure smooth automation, data accuracy, and performance tracking within sales and marketing operations.

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