T-CPT-10836 CRM & Operations Systems Specialist

• Analyze and translate complex travel operations into a logical, scalable system.
• Design workflows that accommodate group trips with individual variations, layered logistics, and household-level client communication.
• Prioritize tasks, automate processes where possible, and ensure smooth daily operations.

• Manage both the user interface and backend configurations of the CRM.
• Implement automations, integrations, and reporting tools to support efficient operations.
• Troubleshoot technical issues and maintain system performance and stability.

• Clean, organize, and validate existing data before migration.
• Remove duplicates, correct inconsistencies, and maintain a high-quality database.
• Provide ongoing support for data integrity and reporting.

• Provide hands-on training to the owner and key stakeholders.
• Create step-by-step guides, SOPs, and documentation for ongoing use.
• Ensure the client can confidently manage day-to-day CRM operations.

• Assist with system alignment and operational support while the owner is traveling.
• Partner with the owner on workflow improvements and process efficiency.
• Support additional projects as needed, prioritizing tasks based on impact and deadlines.

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

• Proven experience in CRM setup, migration, and workflow design (Tern experience preferred but not required).
• Strong technical skills for backend management, integrations, and troubleshooting.
• Experience in the travel industry, particularly with custom/group travel, or in service-based businesses with complex client journeys.
• Ability to translate real-world operations into scalable, intuitive systems.
• Excellent data management, cleanup, and reporting skills.
• Strong training and documentation capabilities.
• Highly organized, proactive, and capable of working independently.

• Contracted Hours per Week: 20 Hours
• Scheduled Working Days: Monday through Friday
• Daily Working Time: TBD PST

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

• Contractors will operate under a Master Services Agreement and a Statement of Work
• This is not an offer of employment; contractors are not employees of 20four7VA or any client
• All compensation is processed through 20four7VA according to the terms of the engagement

• REQUIRED SERVICE: Technical Support
• REQUESTED EXPERIENCE TIER LEVEL: Senior-Advanced Level
• Contracted Hours per Week: 20 hours/week
• Daily Working Time: TBD PST
• Scheduled Working Days: Monday-Friday
• REPORTING TO/POC: To Be Determined
• Number of VAs: 1
• GENDER PREFERENCE: None
• LANGUAGES SPOKEN/PREFERENCE: English
• ACCENT PREFERENCE: Level B
• REGION PREFERENCES: Any