Platform Support & CRM Operations Coordinator
United Franchise Group, West Palm Beach, FL, United States
The
Platform Support & CRM Operations Coordinator
supports the daily execution and maintenance of the organization’s sales and marketing technology ecosystem. This role focuses on system configuration, lead routing reliability, vendor integrations, onboarding coordination, reporting preparation, and user assistance across CRM and communication platforms.
Working under the Platform/Marketing Operations lead, the coordinator ensures systems remain accurate, functional, and aligned with established operational processes. The position serves as the primary execution resource responsible for implementing updates, maintaining data integrity, assisting users, and escalating technical or strategic changes when necessary.
This role is operationally focused and ensures teams can effectively utilize their tools without interruption while supporting adoption across sales and development teams.
Create and configure brand environments within SiteZeus
Add lead sources, update statuses, and manage dropdown options
Set up and maintain user permissions and access levels
Maintain custom fields and workflow structures
Implement configuration updates requested by leadership
Verify configuration accuracy following changes or deployments
Assist vendors with lead delivery setup and parsing requirements
Share routing and parsing instructions with external lead providers
Validate test leads prior to activation
Monitor incoming leads for formatting or routing errors
Troubleshoot failed or malformed leads and coordinate corrections
Escalate persistent integration issues when necessary
Create and maintain Wufoo sales profiles and intake form routing
Configure and update form logic, notifications, and field mappings
Ensure form submissions properly route into CRM workflows
Administer PhoneBurner accounts, permissions, and user settings
Manage call dispositions, call lists, and dialer configurations
Support outbound calling readiness and campaign setup
Troubleshoot user access and dialing issues
Coordinate tool setup during new hire onboarding
Maintain existing integrations between CRM, forms, communication platforms, and external tools
Monitor automation workflows and notify leadership of failures or data mismatches
Assist with implementing pre-defined workflow updates and mapping adjustments
Validate data syncing across connected platforms
Coordinate troubleshooting with vendors when integrations fail
Support onboarding of new vendors and connected systems
Document integration behavior and known dependencies
Respond to platform usage questions and configuration requests
Document reported issues and escalate technical defects
Maintain ongoing communication with users regarding resolutions
Coordinate recurring check-ins to ensure system accuracy
Record enhancement requests for review by leadership
Prepare accounts and system access for new team members
Guide new users through initial platform setup and usage basics
Assist with onboarding sessions across CRM and sales tools
Help maintain training materials, videos, and documentation
Share platform updates and feature changes with users
Track onboarding completion and user readiness
Prepare CSV files according to import templates
Import leads, contacts, companies, and locations
Support bulk uploads from events or external sources
Identify and correct formatting errors
Assist with data cleanup and deduplication efforts
Monitor daily failed lead reports and field mapping accuracy
Generate standard operational reports as requested
Assist users in locating and running existing reports
Provide basic activity summaries for internal teams
Update existing campaign templates and drip sequences
Verify content accuracy and formatting
Support integration between CRM and communication platforms
Coordinate updates requested by sales leadership
Reassign leads based on provided mapping instructions
Update territory routing and notify stakeholders
Confirm routing accuracy following changes
Track users, integrations, and configuration changes
Maintain communication logs and recurring issue documentation
Support periodic vendor lead audits
Record platform changes for compliance and reference
Qualifications
Bachelor's degree (B. A., B.B.A., or B.S.) or equivalent from four-year college or university; or Associate degree (A. A. or A.S.) or equivalent from two-year college or technical school; or five to ten years related experience and/or training; or equivalent combination of education and experience.
Knowledge of platforms (SiteZeus, Wufoo, PhoneBurner, Pipedream automations, AI processing tools (e.g., Lumin.ai), and other connected lead or marketing vendors).
The coordinator executes operational tasks and escalates strategic decisions, platform defects, and process changes to the Platform/Marketing Operations lead.
This position ensures consistent execution, data accuracy, and reliable platform usage across teams by maintaining the operational foundation of the CRM and sales tool ecosystem. The role enables leadership to focus on optimization, marketing performance, and strategic growth initiatives by handling day-to-day administration and operational support of business systems.
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Platform Support & CRM Operations Coordinator
supports the daily execution and maintenance of the organization’s sales and marketing technology ecosystem. This role focuses on system configuration, lead routing reliability, vendor integrations, onboarding coordination, reporting preparation, and user assistance across CRM and communication platforms.
Working under the Platform/Marketing Operations lead, the coordinator ensures systems remain accurate, functional, and aligned with established operational processes. The position serves as the primary execution resource responsible for implementing updates, maintaining data integrity, assisting users, and escalating technical or strategic changes when necessary.
This role is operationally focused and ensures teams can effectively utilize their tools without interruption while supporting adoption across sales and development teams.
Create and configure brand environments within SiteZeus
Add lead sources, update statuses, and manage dropdown options
Set up and maintain user permissions and access levels
Maintain custom fields and workflow structures
Implement configuration updates requested by leadership
Verify configuration accuracy following changes or deployments
Assist vendors with lead delivery setup and parsing requirements
Share routing and parsing instructions with external lead providers
Validate test leads prior to activation
Monitor incoming leads for formatting or routing errors
Troubleshoot failed or malformed leads and coordinate corrections
Escalate persistent integration issues when necessary
Create and maintain Wufoo sales profiles and intake form routing
Configure and update form logic, notifications, and field mappings
Ensure form submissions properly route into CRM workflows
Administer PhoneBurner accounts, permissions, and user settings
Manage call dispositions, call lists, and dialer configurations
Support outbound calling readiness and campaign setup
Troubleshoot user access and dialing issues
Coordinate tool setup during new hire onboarding
Maintain existing integrations between CRM, forms, communication platforms, and external tools
Monitor automation workflows and notify leadership of failures or data mismatches
Assist with implementing pre-defined workflow updates and mapping adjustments
Validate data syncing across connected platforms
Coordinate troubleshooting with vendors when integrations fail
Support onboarding of new vendors and connected systems
Document integration behavior and known dependencies
Respond to platform usage questions and configuration requests
Document reported issues and escalate technical defects
Maintain ongoing communication with users regarding resolutions
Coordinate recurring check-ins to ensure system accuracy
Record enhancement requests for review by leadership
Prepare accounts and system access for new team members
Guide new users through initial platform setup and usage basics
Assist with onboarding sessions across CRM and sales tools
Help maintain training materials, videos, and documentation
Share platform updates and feature changes with users
Track onboarding completion and user readiness
Prepare CSV files according to import templates
Import leads, contacts, companies, and locations
Support bulk uploads from events or external sources
Identify and correct formatting errors
Assist with data cleanup and deduplication efforts
Monitor daily failed lead reports and field mapping accuracy
Generate standard operational reports as requested
Assist users in locating and running existing reports
Provide basic activity summaries for internal teams
Update existing campaign templates and drip sequences
Verify content accuracy and formatting
Support integration between CRM and communication platforms
Coordinate updates requested by sales leadership
Reassign leads based on provided mapping instructions
Update territory routing and notify stakeholders
Confirm routing accuracy following changes
Track users, integrations, and configuration changes
Maintain communication logs and recurring issue documentation
Support periodic vendor lead audits
Record platform changes for compliance and reference
Qualifications
Bachelor's degree (B. A., B.B.A., or B.S.) or equivalent from four-year college or university; or Associate degree (A. A. or A.S.) or equivalent from two-year college or technical school; or five to ten years related experience and/or training; or equivalent combination of education and experience.
Knowledge of platforms (SiteZeus, Wufoo, PhoneBurner, Pipedream automations, AI processing tools (e.g., Lumin.ai), and other connected lead or marketing vendors).
The coordinator executes operational tasks and escalates strategic decisions, platform defects, and process changes to the Platform/Marketing Operations lead.
This position ensures consistent execution, data accuracy, and reliable platform usage across teams by maintaining the operational foundation of the CRM and sales tool ecosystem. The role enables leadership to focus on optimization, marketing performance, and strategic growth initiatives by handling day-to-day administration and operational support of business systems.
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