About the position
The Operations Administrator I – CRM & Vendor Management is a mid-to-senior level operations role focused on CRM administration and vendor management. This position serves as a subject-matter resource for CRM systems and plays a key role in maintaining system integrity, vendor compliance, and operational efficiency.
This role reports directly to the Chief Operating Officer and works closely with operations, finance, and field leadership.
Responsibilities
• Serve as a primary administrator and support resource for our CRM - JobNimbus
• Maintain user accounts, permissions, templates, and workflows
• Support job tracking, billing workflows, and system accuracy
• Lead CRM process configuration and optimization initiatives
• Manage integration with other systems for communication, payment and reporting
• Oversee vendor onboarding, setup, and ongoing maintenance
• Manage W-9 collection, compliance documentation, and audit readiness
• Monitor vendor performance, contracts, and documentation
• Coordinate vendor payment workflows with Finance
• Prepare reports, dashboards, and operational metrics for leadership
• Track operational action items and system-related initiatives
• Support new entity launches and system implementations
Requirements
• 5+ years of CRM administration or systems experience
• Advanced proficiency in Excel and/or Google Sheets
• Strong analytical and process design skills
• High attention to detail and data accuracy
• Ability to manage multiple priorities independently
• Professional communication and discretion
Nice-to-haves
• Prior experience with JobNimbus
• Experience in vendor management or procurement operations
• Experience in multi-location or multi-entity organizations
• Project management experience
Benefits
• Competitive compensation
• Medical, Dental, and Vision insurance
• Paid time off and holidays
• Fully remote work environment
• Long-term growth in systems and operations leadership
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