CRM & Marketing Systems Specialist (Orlando)
Idea Insurance Agency, Orlando, FL, United States
What You’ll Do
Own and support CRM systems
(data integrity, workflows, automation, user support)
Manage and optimize
marketing automation processes and system integrations
Maintain and improve internal and broker-facing platforms
Monitor and analyze
campaign and system performance metrics
Ensure
data accuracy, reporting consistency, and process standardization
Support
system enhancements, troubleshooting, and basic technical needs
Partner cross-functionally with
Marketing, IT, Sales, and Operations
to align systems and processes
Identify opportunities for
automation, efficiency, and scalability
across workflows
What We’re Looking For
3–5+ years of experience
in Marketing Operations, MarTech, CRM Administration, Business Systems, or similar roles
Hands-on experience with
CRM platforms and automation tools
(e.g., HubSpot, Salesforce, Go High Level, or similar)
Strong understanding of
data flows, system integrations, and process optimization
Analytical mindset with ability to interpret data and drive insights
Strong organizational and project management skills
Comfortable working in
cross-functional, fast-paced environments
Solid communication skills with both technical and non-technical stakeholders
Bilingual (English / Spanish) required
Own and support CRM systems
(data integrity, workflows, automation, user support)
Manage and optimize
marketing automation processes and system integrations
Maintain and improve internal and broker-facing platforms
Monitor and analyze
campaign and system performance metrics
Ensure
data accuracy, reporting consistency, and process standardization
Support
system enhancements, troubleshooting, and basic technical needs
Partner cross-functionally with
Marketing, IT, Sales, and Operations
to align systems and processes
Identify opportunities for
automation, efficiency, and scalability
across workflows
What We’re Looking For
3–5+ years of experience
in Marketing Operations, MarTech, CRM Administration, Business Systems, or similar roles
Hands-on experience with
CRM platforms and automation tools
(e.g., HubSpot, Salesforce, Go High Level, or similar)
Strong understanding of
data flows, system integrations, and process optimization
Analytical mindset with ability to interpret data and drive insights
Strong organizational and project management skills
Comfortable working in
cross-functional, fast-paced environments
Solid communication skills with both technical and non-technical stakeholders
Bilingual (English / Spanish) required