CRM and Operations Specialist for Supply & Trade Group

Remote, USA Full-time Posted 2026-05-04
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We are seeking a Commercial Operations & Systems Lead to build the backbone of a scalable project-based business.

You will design and manage:

  • CRM architecture (lead → quote → deposit → delivery → close)
  • Margin tracking & pricing workflow
  • Supply-to-Trade project coordination
  • Payment milestone enforcement
  • Weekly performance dashboards

This is a systems-first, commercially driven role inside a fast-growing property supply & trade group.

You are not a VA.

You are a builder of operational infrastructure.

What You’ll Own:

  • CRM system design (HubSpot / GHL / similar)
  • Lead pipeline structure (qualification → quoting → approval)
  • Margin tracking workflows
  • Deposit & milestone payment automation
  • Supply → Trade coordination tracking
  • Weekly reporting dashboards
  • Process documentation & SOP build

You Must Understand:

  • Project-based businesses
  • Margin bands & risk buffers
  • Supply chain flow
  • Payment enforcement discipline
  • Operational bottlenecks

Ideal Background:

  • Built CRM systems for supply, trade, or construction businesses
  • Experience with quoting workflows
  • Strong commercial awareness
  • Can challenge loosely structured ideas
  • Comfortable working with founders

What This Is Not:

  • Not a basic admin role
  • Not a social media role
  • Not pure data entry
  • Not a generic VA position

Engagement:

  • Part-time initially (15–25 hrs/week)
  • Remote
  • Long-term potential
  • High ownership

We want someone who builds infrastructure — not someone waiting for instructions.

Apply Now

Apply Now

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