CRM & Marketing Systems Specialist (Orlando)

Idea Insurance Agency
Orlando, FL

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

Posted 2026-04-27

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