Operations Technician

About the role

• Support CRM, automation, and backend systems troubleshooting
• Monitor lead flow, data accuracy, and automation performance
• Maintain CRM records, reports, and system documentation
• Resolve user access, tech support, and system-related requests
• Assist with reporting, data cleanup, and workflow improvements
• Support payment, payroll, and merchant account administration
• Help manage support tickets, escalations, and operational issues
• Maintain user permissions, security checks, and audit records
• Assist with automation testing and marketing technology support

• Excellent English communication skills
• Experience in technical support, CRM administration, or operations support
• Familiarity with Keap, Zapier, Help Scout, and Google Workspace
• Experience with CRM systems, reporting tools, and workflow automation
• Knowledge of Stripe, payroll systems, or merchant platforms is a plus
• Proficient in Slack, Zoom, Asana, and scheduling tools
• Comfortable using AI tools for documentation and troubleshooting
• Strong attention to detail, problem-solving, and organizational skills