Odoo Crm Tutorial Jobs in Usa

Proposal Estimator

Location: On-site role in Anaheim, CA

Ignite growth with a firm that is reshaping how architecture and engineering projects are won. Our confidential client is expanding its national design footprint and needs a decisive Proposal Estimator to translate vision into winning bids. Reporting directly to executive leadership, you will own the estimating life cycle—balancing precision, speed, and profitability—while working shoulder-to-shoulder with high-performing sales, marketing, and technical teams. If you thrive on tackling complex project scopes and turning them into clear, competitive proposals, this is your next career springboard.

Key Responsibilities

• Estimate with confidence – quantify level of effort (hours, resources, third-party costs) for multi-disciplinary A/E projects.
• Shape bid strategy – align pricing models with margin targets, market dynamics, and client requirements to maximize win probability.
• Build repeatable tools – develop templates, macros, and dashboards that cut proposal cycle time and improve data accuracy.
• Bridge the business – translate design inputs into commercial terms and ensure sales commitments are operationally feasible.
• Leverage data – capture win/loss analytics in CRM/ERP systems and refine assumptions using historical performance metrics.

Qualifications & Skills

• AEC estimating expertise – proven success creating proposals or LOE estimates for architecture, engineering, or related professional-services projects.
• Systems savvy – advanced Excel or comparable estimating software; experience with Deltek, Salesforce, or similar platforms is advantageous.
• Clear communicator – exceptional written/verbal skills and the ability to convey technical detail to non-technical stakeholders.
• Process mindset – history of automating workflows and standardizing documents to drive scalability.
• Bachelor’s degree in engineering, construction management, business, or equivalent experience.
• Authorization to work in the United States.

Why Apply?

• Strategic seat at the table – partner directly with senior leadership on high-visibility growth initiatives.
• Career runway – join a nationwide platform committed to professional development, mentorship, and long-term advancement.
• Robust benefits – comprehensive healthcare, retirement match, generous PTO, and employer-supported relocation if needed.

About Blue Signal:

Blue Signal is an award-winning, executive search firm specializing in various specialties. Our recruiters have a proven track record of placing top-tier talent across industry verticals, with deep expertise in numerous professional services. Learn more at /46Gs4yS

Company Description

ATLAS is a Real Estate Development & Investment firm specializing in Industrial, Multifamily, Retail, and Office assets. Headquartered in Scottsdale, AZ.

Role Description

This is a full-time, on-site role based in Scottsdale, AZ, supporting the Founder/CEO of ATLAS. The Executive Assistant will manage the CEO’s time, communication, and daily operating flow to ensure focus on high-value priorities across the business.

Responsibilities include:

• Managing and prioritizing the CEO’s calendar, ensuring alignment with key business objectives
• Serving as the primary filter for email, calls, and inbound requests
• Preparing for meetings with agendas, materials, and relevant context
• Tracking active deals, projects, and internal initiatives to ensure follow-through and accountability
• Coordinating communication across internal teams, partners, and investors
• Handling travel, expenses, and day-to-day logistics
• Supporting investor relations and maintaining CRM accuracy
• Anticipating needs, identifying issues early, and solving problems proactively

This role requires strong judgment, attention to detail, and the ability to operate with speed and discretion. The ideal candidate is highly organized, resourceful, and comfortable working in a fast-paced, entrepreneurial environment.

This is not a traditional administrative role—it is a high-leverage position designed to increase efficiency, reduce friction, and support execution across the firm.

Qualifications

• Proficiency in Executive Administrative Assistance and Administrative Assistance
• Strong Communication skills and a professional demeanor
• Excellent organizational and multitasking abilities
• Proficiency in relevant software tools such as Microsoft Office Suite
• Ability to prioritize tasks in a fast-paced environment with attention to detail
• Prior experience in real estate, finance, or similar industries is a plus
• Bachelor’s degree or equivalent experience is preferred

We are seeking a driven, relationship-focused Builder Direct Sales professional to support growth in the Jacksonville market. This role is responsible for generating new business, expanding existing customer relationships, and ensuring high-quality execution throughout the sales and installation process.

This is a unique opportunity to a stable and financially strong, privately held company with a long legacy of integrity, craftsmanship, and customer partnership an organization that values both performance and people.

What Makes This Role Unique

• Drive new builder-direct business in one of Florida’s fastest-growing homebuilding markets.
• Manage accounts from prospecting through installation, ensuring a seamless, end-to-end customer experience.
• Work closely with Operations, Service, and Sales teams to ensure accurate orders, timely installations, and consistent customer satisfaction.
• Be part of a collaborative, values-driven environment rooted in integrity, stewardship, and excellence.
• Represent a company with a 60+ year reputation and strong builder relationships.

What You’ll Do

• Prospect, identify, and secure new customers to achieve revenue, margin, and growth objectives.
• Prepare bids, quotes, and design take-offs (including 20-20 Design).
• Manage customer accounts, documentation, schedules, and ongoing communication.
• Conduct job-site visits and identify framing or site issues requiring correction.
• Submit complete, accurate electronic orders with required supporting documents.
• Partner with Operations and Service teams to support timely delivery, installation, and punch-out completion.
• Provide customer support throughout all stages of the project lifecycle.
• Assist with collections on overdue invoices when needed.
• Maintain compliance with company standards, requirements, and safety guidelines.
• Provide insight and feedback to improve sales processes and field coordination.

What You Bring

• Bachelor’s Degree or High School Diploma/GED with 5+ years of sales experience in building, construction, or related fields.
• 5+ years of direct sales and account management experience in construction, building products, or cabinetry. CABINET EXPERIENCE IS HIGHLY PREFERRED.
• 3+ years of experience in the construction domain (builder, installation, jobsite familiarity, or equivalent).
• Proficiency in Microsoft Office and 20-20 Design software.
• Experience using ERP/CRM systems for quotes, orders, and account tracking.
• Strong communication, relationship-building, and problem-solving skills.
• High attention to detail when preparing bids, plans, and order documentation.
• Ability to manage a sales pipeline, grow accounts, and handle multiple projects simultaneously.
• Ability to collaborate effectively with internal operations, service, and field teams.
• A strong customer-service mindset with the ability to resolve issues professionally and promptly.

Experience:

• Direct sales: 5 years (Required)

Work Location: In person

Benefits:

• 401(k)
• 401(k) matching
• Cell phone reimbursement
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: In person

If you're looking for a role where your decisions shape markets worldwide, this position may be of interest for you.

LVI is working with a well‑established global manufacturer of high‑performance technical materials serving the construction, infrastructure, and industrial sectors. The organisation is known for its commercial roofing solutions, strong specification presence, and long history of delivering durable, high‑quality systems to customers worldwide.

Role Overview

The Strategic Commercial Manager will shape international market strategy, build high‑value relationships, and support major global owners, architects, engineers, and contractors through specification‑driven commercial activity. The position requires significant global travel and the ability to operate independently while collaborating across a matrixed commercial organisation.

Key Responsibilities

Market & Commercial Strategy

• Develop international growth strategies across multiple product categories.
• Convert U.S.-based specifications and technical standards into global market adoption.
• Maintain specification integrity throughout design and construction cycles.

Partner & Channel Development

• Strengthen existing international distributor and partner relationships.
• Identify and onboard new partners in high‑priority regions.
• Support design firms, contractors, and developers through technical and commercial processes.

Pipeline & Market Intelligence

• Build and manage a global opportunity pipeline by region, segment, and timeline.
• Monitor competitive activity, market dynamics, and international trends to influence strategic decisions.
• Provide leadership with forecasts, performance reviews, and market insights.

Cross‑Functional Collaboration

• Work closely with marketing, technical teams, operations, and product management to ensure market needs align with internal capabilities.
• Represent the organisation in executive‑level discussions with major global stakeholders.

What You'll Need

• Bachelor's degree in Business, Engineering, Construction Management, or similar (Master's preferred)
• 10+ years in commercial leadership, business development, channel management, or sales within construction, engineering, building materials, or roofing industries
• Experience leading distributed or international commercial teams
• Strong knowledge of architectural/engineering design processes and specification development
• Track record of influencing senior decision makers and supporting strategic market penetration
• Experience delivering technical education or industry training (e.g., AIA/CE programs)
• Proficiency with CRM systems (Salesforce beneficial)
• Excellent communication, problem‑solving, and relationship‑building skills
• Ability to lead independently while working cross‑functionally in a matrix environment

Competencies

• Integrity & Customer Focus - Acts responsibly, prioritises safety, and keeps customers at the centre of decisions
• Collaboration & Teamwork - Communicates openly, listens actively, and works effectively across diverse teams
• Innovation & Results Orientation - Challenges the status quo, embraces continuous improvement, and maintains accountability for outcomes

Additional Details

• Travel: 60-80%
• Supervisory Responsibilities: None

If this position sounds of interest for you, please reach out to more information.

Job Title

Residential Project Manager - Additions & Renovations

Employment Type

Full Time, In-Person

Job Location

Saddle Brook, NJ (HQ) projects throughout Northern New Jersey

Salary Range

$90,000 – $150,000 base plus performance bonuses and commissions

Company Summary

On the Spot Home Improvements is a home remodeling firm that transforms homes with craftsmanship, transparency, and white glove service. We believe great projects start with great people and a culture of continuous improvement. We’re growing fast but never cut corners. We’re looking for PMs who care about quality, client satisfaction, and efficiency, and who want to join a company that rewards skill, leadership, and accountability.

Objectives (Key Duties)

• Lead residential remodels from contract to completion, including kitchens, bathrooms, additions, and whole-home renovations
• Coordinate subcontractors, crews, inspections, and material deliveries
• Maintain budgets, manage change orders, and ensure on-time project delivery
• Communicate with homeowners clearly, proactively, and professionally
• Oversee quality control and final punch lists
• Utilize project management software to track schedules and costs (training provided if needed)

Competencies (Skills & Attributes)

• 3–5+ years of hands-on residential project management experience in North Jersey or surrounding areas
• Deep understanding of construction methods, sequencing, and problem-solving on site
• Proven ability to manage multiple projects simultaneously
• Experience working directly with homeowners and subcontractors
• Organized, detail-oriented, and solution-driven
• Valid driver’s license; OSHA 10 preferred
• Familiarity with CRM’s, Service Fusion, or similar PM tools is a plus

Why this Role beats the Competition

• Steady project pipeline: no chasing leads or downtime
• Autonomy + ownership: run projects like your own business
• Supportive office + systems: we handle scheduling, billing, and permits so you can focus on the build
• Growth potential: take on more projects or move into senior management
• Culture: respectful, professional team environment that values your expertise

Physical Requirements

• Walk, stand, and navigate active job sites up to eight hours per day
• Lift, carry, and maneuver materials or equipment up to 50 lbs
• Tolerance for exposure to New Jersey seasonal weather conditions on site

Commitment to Diversity

On the Spot Home Improvements is an equal opportunity employer. We celebrate diversity and are committed to building an inclusive team where every voice is respected and empowered to contribute.

Benefits

• $90K – $150K+ depending on experience
• Performance-based bonuses for hitting schedule and margin goals
• Company vehicle + gas card
• Health benefits + PTO
• Opportunity to grow into senior management or multi-project oversight

If this position caught your eye, send us your resume! For best consideration, send your resume and a brief note to about your experience managing residential remodels in North Jersey. We’ll respond quickly and schedule a conversation.

¿Hablas español y quieres entrar (o crecer) en el mundo tech?

En Odoo estamos expandiendo nuestro equipo de Ventas para LATAM y buscamos talento ambicioso que quiera desarrollar una carrera estratégica en SaaS.

No es “solo ventas”. Es entender negocios, diseñar soluciones y ayudar a empresas a transformarse digitalmente.

Roles abiertos:

• Account Executive

• Partner Account Executive

• Channel Account Manager

• Customer Care Associate

Si te interesa la tecnología, los negocios y generar impacto real en Latinoamérica — este puede ser tu siguiente paso.

Explora nuestras oportunidades y aplica hoy.

O comparte este post con alguien que debería verlo.

#TechSales #SaaS #LATAM #Odoo #Ventas #CarreraProfesional

The Planet Group is seeking a CRM Campaign Operations Project Manager to join one of our well-known global pharmaceutical clients.

The CRM Campaign Operations Project Manager is responsible for a key franchise group (e.g., Oncology) and leads consumer brand team marketing initiatives, supporting cross-functional team members and agency partners to align and execute on email, SMS, and direct mail campaigns. This role will focus on tactical execution of the campaign roadmap through its entire lifecycle to increase performance and efficiency.

• Pay: $40-$43/hr depending on experience
• Duration: 12 mo to start (potential to extend / convert)
• Location: Hybrid (Tuesday–Thursday on-site), open to the following locations: Mettawa, IL, Irvine, CA, or Florham Park, NJ

CRM Campaign Operations Project Manager Responsibilities:

• Responsible for day-to-day management and oversight of medium-high complex brand CRM engagements including developing project plans, creating status reports, conducting weekly status meetings, following up / communicating with all stakeholders to ensure on-time, flawless execution of brand CRM programs.
• Learn the business for the respective therapeutic areas/brands.
• Effectively work with multiple departments and agencies throughout project development and implementation to keep projects on time and ensure all requirements are met.
• Proactively manage workload and continuously look for ways to improve brand campaigns to meet brands' objectives and goals by reviewing campaign performance, identifying optimization opportunities, and communicating them to the marketing team.
• Develop and maintain project documents, timelines, proofing checklists and status reports. Possess minute-by-minute knowledge of all work in progress, identify risks and ways to mitigate issues.
• Partner with cross functional / agency teams to create processes to capture requirements, gain approvals, document metadata, and verify data elements needed to execute campaigns.
• Document change requests, notify the team, and understand timeline implications. Seek standardization, automation, and process improvement wherever possible to deliver on vision for the team of faster, better, cheaper year over year.
• Prepare quarterly campaign audits and campaign performance SLAs and review with CRM leadership.
• Identify any issues or concerns, the team has with cross functional and agency partners. Identify issues, identify root cause, and recommend corrective action where necessary.
• Monitors campaign performance and proactively provide recommendations to drive an increase in engagement.
• Participate in the planning process with brands, internal cross functional teams, and their respective agency partners. Maintain check-ins with each team to track actual campaign activity and manage resources accordingly.
• Prepares well-organized, clear, and concise communications and sets clear expectations. Creates quarterly business reviews with brand and omnichannel leaders.

Leadership Competencies:

• Positive “all for one” approach to team deliverables and priorities.
• Builds strong relationships to enable higher performance.
• Learns, fast, grasps the “essence” and can change course quickly where indicated.
• Raises the bar and is never satisfied with the status quo.
• Creates a learning environment and open to suggestions.
• Embraces the ideas of others, nurtures innovation and manages innovation to reality.

CRM Campaign Operations Project Manager Qualifications:

• 3-5 years of experience of Database Marketing, CRM, Email, Digital, Direct Mail, 1:1 marketing experience.
• Minimum of 3 years of hands-on work experience in client service, account or response management discipline.
• Digital marketing or interactive agency experience is a plus.
• Ability to lead multiple projects simultaneously in a fast-paced, dynamic environment.
• Excellent written, verbal, and interpersonal communication skills to effectively work with team members.
• Analytical ability to identify optimization opportunities and program related issues.
• Enthusiastic, solution-oriented attitude in accepting work/new challenges.
• Excellent knowledge of Microsoft Office Software: Word, Excel, PowerPoint, and Outlook.
• Knowledge of current marketing automation and email delivery technologies, and familiarity with how the digital ecosystem is evolving.
• In-depth knowledge and experience with Salesforce Marketing Cloud or equivalent enterprise marketing automation platforms such as Adobe Marketo, Adobe Campaign, or Unica.
• Experience implementing CRM best practices.
• Proven track record of launching successful email campaigns and/or consumer programs.
• Bachelor’s degree in business or marketing or equivalent experience.

CRM Coordinator, Influencer

Bloom Nutrition

IG @bloomsupps @marillewellyn

TikTok @bloomnu

About Bloom:

Founded by wellness influencer and entrepreneur Mari Llewellyn, Bloom Nutrition is one of the fastest growing wellness brands in the US. Our mission is to help people bloom into their best selves through nutritious and delicious wellness solutions.

Recognized for our innovation and growth, we're proud recipients of several awards:

Forbes 30 under 30 (2023)

Target Partner of the Year (2023)

LinkedIn's Top Start-Ups (2023 & 2024)

EY Entrepreneurs of the Year (2024)

Inc. 5000 Company (2024 & 2025)

NewBeauty 100 Wellness Awards (2024)

Title:CRM Coordinator, Influencer

Location: Austin, Texas (hybrid M-TH)

Role Overview

The CRM Coordinator, Influencer will own the systems and communications that power Bloom’s creator ecosystem--driving retention, performance, and community across our influencer network using Klaviyo, GRIN, and other CRM tools.

Key Responsibilities

• Build and manage influencer email/SMS flows in Klaviyo to nurture, activate, and retain creators
• Own creator segmentation strategy--affiliate, paid, gifting, TikTok Shop, tiered performance cohorts
• Manage CRM hygiene across GRIN and related platforms--tags, audience warming, contract/shipment status, payment visibility
• Develop lifecycle journeys for creators--onboarding, reactivation, upsell, seasonal launch pushes
• Partner with Influencer Managers to deploy campaign communications aligned to launch calendar
• Support new product drops with creator CRM blasts grounded in product positioning from the catalog
• Track performance of email campaigns--open rate, CTR, creator activation rate, revenue per creator
• Build automated workflows for product seeding, gifting confirmations, and retail push notifications
• Maintain organized influencer database--contact info, audience profile, vertical, retail alignment
• Collaborate cross-functionally with paid, affiliate, and gifting teams

Who You Are:

• Systems-minded operator who thrives in structured environments
• Deeply organized--comfortable managing high-volume creator communication
• Analytical--can interpret CRM metrics and optimize flows
• Strong written communicator--on-brand, warm, creator-first voice
• Retail-aware--understands that Bloom is a retail-first CPG business

Miscellaneous:

• 2–4 years experience in CRM, influencer operations, or lifecycle marketing
• Hands-on experience with Klaviyo (flows, segmentation, reporting)
• Experience with GRIN or comparable influencer SaaS
• Understanding of TikTok Shop and affiliate ecosystems
• Comfort working in fast-growth CPG environment
• Proficient in Google Sheets for tracking and reporting
• Ability to manage multiple brands and product categories within portfolio
• Strong work ethic and commitment to excellence, with the ability to motivate and inspire others to achieve their best

Benefits:

• Fun and inclusive work environment with a super collaborative team
• Access to Company Insurance (Health, Dental, Vision)
• Company-wide events
• 401(k) plan that the company matches because your future should bloom as well
• Generous PTO because work-life balance is important
• A brand new company laptop (yes, it’s Apple)
• Access to all the Bloom supplements and swag so you can bloom into your best self!

Bloom is an equal opportunity employer and values diversity in the workplace. We encourage candidates from all backgrounds to apply.

This job description is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. The company reserves the right to modify the duties or assign additional duties as necessary.

Reporting to the Chief Operating Officer the Sales/CRM Operations Analyst is responsible for managing the processes, tools, and technologies that support the field sales team. This role gives the chosen individual the opportunity to positively impact the growth of our company.

Duties/Responsibilities:

• Perform sales data analytics and reporting
• Assist with sales forecasting and territory planning
• Assist with the development and implementation of sales strategies
• Cross-department collaboration (e.g. sales, finance and marketing)
• Assist with sales incentive compensation design and tracking
• Assist with defining sales process and associated key performance indicators
• Sales process optimization to enhance productivity
• Support territory design, management, and targeting
• Provide market trends
• Assist in the development and implementation of sales training and development initiatives
• Assist with CRM implementation and maintenance
• Oversee vendor credentialling
• Ensure compliance with sales policies, practices and procedures
• Manage expenses in a judicious manner
• Represent the company professionally at all times

Requirements:

• Bachelor’s degree in related field
• Three to five years business experience in increasingly responsible roles
• Minimum 2 years’ experience in sales operations or similar role
• Experience with CRM implementation preferred
• Pharmaceutical industry experience a plus
• Ability to work independently
• Excellent time management skills
• Excellent analytical and organizational skills
• Ability to travel up to 25% as required to clinical sites and company meetings.
• Ability to communicate effectively with medical professionals
• Capacity for collaboration with all employees of the company