Odoo Crm Tutorial Jobs in Usa

¿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

Channel Account Executive - North America

Hybrid (3 days onsite, 2 days remote) – Brisbane, CA

To get the best candidate experience, please consider applying for a maximum of 3 applications within 12 months to ensure you are not duplicating efforts.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship responsibilities for employment visas at this time.

About Odoo

Odoo is an open-source enterprise resource planning (ERP) platform that helps companies manage and streamline their operations through a single, integrated system. Our modular suite of business applications—covering everything from accounting and inventory to CRM and project management—works together seamlessly to support efficiency and growth. Learn more about us here.

About the Job:

Odoo is hiring Account Executives to join our North America Partnerships team. In this role, you'll pursue warm leads and recruit new organizations to join Odoo’s partner network across the region.

You'll introduce partners to Odoo’s suite of business applications, which they can offer alongside their existing services to create new revenue streams. You'll also manage partner relationships within a defined territory and guide them through onboarding and the sales cycle.

We provide full training on the Odoo ecosystem so you can successfully close deals and support tailored implementations. We’re looking for proactive, results-driven individuals with a strong “get-it-done” mindset.

Responsibilities:

• Conduct company partnership recruitment for the Odoo ERP (enterprise resource planning) Software. Using the following methods:
• Research-based on data analytics, score tracking using CRM (customer relationship management), and evaluating candidates using the BANT strategy (budget authority needs timeline).
• Develop strategies to increase revenue using the Odoo scoring lead system to project the increase in business revenue, identify potential up-sells and cross-selling, and help adapt Odoo ERP software for future clients using Python and SQL (programming languages).
• Analyze strategic changes and report key metrics by extracting data from Odoo software, analyzing trends, and creating dashboards using Odoo software to report to the manager.
• Meet or exceed monthly assigned Account Executive sales quotas by accurately forecasting, effectively managing a pipeline of opportunities, and advancing deals to closure per projected timelines
• Work in a consultative fashion to design tailored implementation packages and negotiate its content with future partners

Requirements:

• Bachelor's degree (business-oriented major preferred) or an equivalent combination of education and experience
• Strong software and new technologies awareness
• 1+ years experience in B2B sales
• Excellent communication skills
• Curiosity to learn how businesses operate

Nice To Have:

• Balances a serious approach to work with camaraderie, fostering a playful and friendly atmosphere among colleagues
• Experience with accounting, manufacturing, inventory, CRM, POS, and/or E-commerce software
• SaaS or PaaS pre/post-sales experience
• Intrinsic motivation and curiosity to learn more about business owners and their businesses

Compensation and Perks:

• Healthcare, Dental, Vision, Life Insurance, Flexible Spending Account, Health Savings Account, 401K Matching, and Commuter Benefits
• PTO (Paid-time-off), paid sick days, and paid holidays
• Employee Assistance Program: 3 X 1-hour telehealth calls with certified mental health professionals
• $100 towards a work-from-home office setup
• Evolve in a nice working atmosphere with a passionate, growing team!
• Chef-prepared lunches - snacks, fruit, and coffee/drinks on tap!
• Company-sponsored events for groups of 6+ employees

The estimated salary range for this role is $70,000-$90,000 OTE (on-target earnings), which includes a base salary range of $50,000-$70,000. Actual salaries may vary based on factors such as education, training, experience, professional achievements, business needs, and location.

Ensuring a diverse and inclusive workplace where we learn from each other is core to Odoo's values. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal-opportunity employer and a pleasant and supportive place to work. Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records.

Channel Account Manager

Hybrid (3 days onsite, 2 days remote) – Brisbane, CA

To get the best candidate experience, please consider applying for a maximum of 3 applications within 12 months to ensure you are not duplicating efforts.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship responsibilities for employment visas at this time.

About Odoo

Odoo is an open-source enterprise resource planning (ERP) platform that helps companies manage and streamline their operations through a single, integrated system. Our modular suite of business applications—covering everything from accounting and inventory to CRM and project management—works together seamlessly to support efficiency and growth. Learn more about us here.

About the job:

Odoo is hiring Account Managers to support and grow our network of implementation partners. In this role, you’ll work closely with partners to help them sell, implement, and support Odoo’s suite of business applications as part of their service offerings.

You’ll serve as a trusted advisor, helping partners improve their sales performance, manage client projects, and scale their Odoo practice. The first two to three months are fully on-site and focused on in-depth training to get you up to speed on the product, partner model, and go-to-market strategy. We’re looking for someone collaborative, business-savvy, and resourceful.

Responsibilities:

• Train partners in effective Odoo software sales and implementation strategies
• Coach partners to enhance sales processes and performance
• Foster continuous learning and skill development among partners
• Maintain strong relationships with sophisticated partners for ongoing success
• Identify opportunities for upselling, cross-selling, and expanding partnerships
• Collaborate with partners to customize implementation packages for end customers
• Negotiate software requirements and agreements to meet partner and customer needs
• Implement cross-functional processes for operational efficiency
• Streamline communication and collaboration among partners, internal teams, and customers
• Identify opportunities for process optimization and automation
• Collaborate with executives to understand customer needs and position Odoo software as a competitive advantage
• Contribute to customer-centric strategy development

Must-Have:

• Bachelor's Degree or an equivalent combination of education and experience
• Passion for software products
• 1-2 years experience in sales
• Able to work in a rapidly evolving field
• Excellent communication skills

Nice to Have:

• Experience with ERP
• Experience in a SaaS company
• Available immediately
• Additional languages, Spanish, French, or Portuguese preferred

Compensation and Perks:

• Healthcare, Dental, Vision, Life Insurance, FSA, HSA Matching, 401K Matching, and Commuter Benefits
• PTO (Paid-time-off), paid sick days, and paid holidays
• Employee Assistance Program: 3 X 1-hour telehealth calls with certified mental health professionals
• $100 towards a work-from-home office setup
• Evolve in a nice working atmosphere with a passionate, growing team!
• Chef-prepared lunches - snacks, fruit, and coffee/drinks on tap!
• Company-sponsored events for groups of 6+ employees

The estimated annual compensation range for this role is $70,000-$90,000 OTE (on-target earnings), with a base salary range of $50,000-$70,000. Please note that actual salaries may vary within, above, or below this range based on factors such as education, training, experience, professional achievement, business needs, and location.

Ensuring a diverse and inclusive workplace where we learn from each other is core to Odoo's values. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal-opportunity employer and a pleasant and supportive place to work. Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records.

Account Executive - North America (Early Career)

Hybrid (3 days onsite, 2 days remote) role in Buffalo, NY.

Estimated Annual Compensation Range: $69,000-$93,000 OTE

To get the best candidate experience, please consider applying for a maximum of 3 applications within 12 months to ensure you are not duplicating efforts.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship responsibilities for employment visas at this time.

About Odoo

Odoo is an open-source enterprise resource planning (ERP) platform that helps companies manage and streamline their operations through a single, integrated system. Our modular suite of business applications—covering everything from accounting and inventory to CRM and project management—works together seamlessly to support efficiency and growth. Learn more about us here.

About the job:

Odoo offers an open-source ERP SaaS platform, and our Direct Sales team is central to expanding our customer base and market presence. We're hiring Account Executives to connect businesses with Odoo’s all-in-one suite of integrated applications.

In this role, you’ll work directly with companies to understand their operations and propose tailored software solutions that streamline workflows. This is a technical sales position ideal for individuals who thrive at the intersection of software and business strategy.

You’ll develop deep product knowledge, work across a variety of industries, and play a key role in driving growth across multiple software verticals. We’re looking for proactive, curious professionals who are excited to deliver value and close deals.

Responsibilities:

• Work with other Account Executives to spearhead the growth and adoption of Odoo SaaS solutions
• Full sales cycle, from the inbound conversion through an initial close, and then post-sale account management for upselling
• Be a solution engineer who analyzes all aspects of prospects' business operations and builds out a tailored Odoo implementation package to demo
• Sell a diverse SaaS offering to almost any industry in the North American region
• Proactively look for opportunities to improve and optimize the sales process
• Hit revenue targets (quota carrying role)
• Participate in periodic team reviews and updates on business progress, best practice sharing, etc.

Qualifications and Requirements:

• Bachelor's Degree preferred or an equivalent combination of education and experience
• 1+ years of internship experience
• Understanding of business operations
• Knowledge landscape of software providers in different verticals
• Demonstrated ability to learn, think on your feet, and communicate effectively
• Results-oriented, analytical, self-motivated, and a "hands-on" person with a proven ability to meet objectives and targets
• Creative, outside-the-box thinker, and strategist
• Ability to perform well in a highly dynamic, rapidly changing environment

Preferred Qualifications:

• Demonstrated ability to reach and exceed goals through academic or extracurricular achievements

Compensation and Perks:

• Healthcare, Dental, Vision, Life Insurance, Flexible Spending Account, Health Savings Account, 401K Matching, and Commuter Benefits
• PTO (Paid-time-off), paid sick days, and paid holidays
• Employee Assistance Program: 3 X 1-hour telehealth calls with certified mental health professionals
• Evolve in a nice working atmosphere with a passionate, growing team!
• Snacks, fruit, and coffee/drinks on tap!
• Chef-prepared lunches - snacks, fruit, and coffee/drinks on tap!
• Company-sponsored events for groups of 6+ employees

The estimated annual compensation range for this role is $69,000-$93,000 OTE (on-target earnings), with a base salary range of $45,000-$70,000. Please note that actual salaries may vary within, above, or below this range based on factors such as education, training, experience, professional achievement, business needs, and location.

Emerging female founded skincare brand is seeking a operational lead who can own customer experience end-to-end while helping strengthen and scale daily operations across the business. This is not a traditional customer service role — we are looking for someone with strong operational instincts who can execute, delegate, improve systems, and help build processes as we grow.

As a small, fast-moving, and highly collaborative team, this role is deeply hands-on. You will oversee customer communications across all channels while supporting core operational workflows and identifying opportunities for efficiency and improvement. Your voice will matter here — we want someone who is thoughtful, proactive, solutions-driven, and excited to help build something meaningful. Based in Beverly Hills, full-time onsite.

Your Responsibilities

• Ensure exceptional customer service across all channels by responding promptly and professionally to all email, live chat, and social media inquiries using our brand voice.
• Review and manage communications from dissatisfied customers, implementing thoughtful service recovery solutions.
• Oversee daily customer service operations, including:
• Order placement, tracking, and follow-ups
• New customer account setup
• Warranty and replacement processing
• Delivery status monitoring
• Inventory checks and availability updates
• Offering alternative product solutions
• Error resolution and order cancellations
• Ensure all interactions reflect our commitment to best-in-class service aligned with company standards.
• Support weekly and ad-hoc CX initiatives as needed.
• Collaborate with the sales team to proactively manage and reduce backorders through strategic communication.

Operations Leadership

• Enter and manage customer orders within ERP systems (Odoo, Oracle NetSuite).
• Assist with daily operational and administrative workflows across departments.
• Escalate complex cases and partner with the Director of Operations & CX to resolve issues effectively.
• Identify process gaps and propose scalable solutions to improve efficiency and service quality.
• Support onboarding and training of new team members.
• Provide cross-departmental operational coverage when needed.
• Manage office supply ordering and basic operational logistics.

Reporting & Process Improvement

• Ensure timely, thorough responses to all customer inquiries across platforms.
• Create monthly reporting dashboards with KPIs centered on customer satisfaction, response times, and service performance.
• Partner with leadership to set team goals and continuously improve workflows and productivity.

Who You Are

• A true builder who wants to grow with a small, mission-driven brand.
• Highly organized, detail-oriented, and comfortable working in a fast-paced environment.
• A strong communicator with excellent judgment and problem-solving skills.
• Passionate about skincare, health, and wellness, with a natural alignment to brand voice and community-first values.
• Collaborative, proactive, and confident in balancing CX execution with operational leadership.

Qualifications

• 2–5+ years with operational experience (required).
• Proven experience in customer experience leadership or service operations.
• Proficiency in Excel and Google Sheets.
• Experience with Shopify and 3PL workflows strongly preferred.
• Experience working in ERP systems such as Odoo or NetSuite preferred.
• Demonstrated ability to multitask, prioritize, and execute with precision.