Remote CRM Flow Assistant - Entry-Level | Work from Home | No Experience or Degree Required Job at MatrixRecruiters.com, New York, NY

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  • MatrixRecruiters.com
  • New York, NY

Job Description

Remote CRM Flow Assistant – Entry-Level | Work from Home | No Experience or Degree Required

Ready to build job-ready tech systems without ever writing code or speaking to customers? This entry-level work-from-home opportunity teaches you how to build simple CRM workflows that help businesses track, tag, and follow up with leads—automatically. No degree needed. No prior experience required. Just follow the guided steps and start building systems that businesses pay for.

About This Role

As a Remote CRM Flow Assistant, you’ll learn how to set up contact management systems inside popular CRM platforms using visual tools. These systems automate the process of organizing leads, triggering messages, and guiding new contacts through booking and onboarding. You’ll start by completing a structured 5-day challenge built for total beginners—by the end, you’ll have a functional CRM flow that you can duplicate, sell, or use for remote assistant work.

Key Responsibilities

Create Simple Lead Management Flows

Build contact forms that automatically assign tags and CRM stages

Set up logic-based flows that send messages depending on what a lead does (clicks, books, doesn’t respond)

Organize contacts based on interest level, follow-up status, or onboarding phase

Simulate and Test CRM Logic

Run test submissions to ensure all tags, triggers, and messages fire correctly

Troubleshoot broken flows, skipped steps, or misapplied tags

Review and refine the flow to remove friction and delays

Expand and Adapt Flows for Different Use Cases

Apply prebuilt CRM snapshots to other industries or client types

Adjust follow-up messages and timing for new campaigns or offers

Package working flows for use in freelance work or as part of remote roles

What a Day Could Look Like

Morning

Complete your next step in the 5-Day CRM Flow Challenge

Create a new form that collects contact info and assigns it to a CRM stage

Trigger an email sequence based on form completion

Midday

Test the flow by submitting a sample contact and following the logic path

Verify that tagging, message timing, and lead assignment work properly

Post your setup in the peer group for feedback or help

Afternoon

Duplicate your CRM flow for another niche (e.g., wellness, consulting, real estate)

Swap out templates, update tags, and finalize message timing

Prepare your final flow for presentation or client use

Qualifications

No Degree or Certifications Required

Everything is taught from the ground up. No academic background needed.

No Prior Experience Needed

Whether this is your first digital job or your first time using a CRM, this system is designed for beginners.

You’ll Do Well If You:

Enjoy clean, step-by-step workflows

Want to work behind the scenes, not in customer service

Are curious about how digital businesses manage leads

Benefits

A Skill That Pays Off

CRM setup is used in nearly every online business—from coaching and consulting to eCommerce and real estate

Once trained, you can offer this as a service or use it in support roles

CRM flows can be sold as packages or used to manage clients as a freelancer

Remote, Flexible, and Pressure-Free

Work 100% online, with no calls or meetings

Learn and build at your own pace

Ideal for working parents, career changers, or side hustlers

Training, Templates, and Support Provided

5-Day CRM Flow Challenge with over-the-shoulder video lessons

Prebuilt workflows, tag structures, and automation templates

Expert support and peer review community to help you get unstuck

Frequently Asked Questions

Do I need to be tech-savvy?

No. The CRM platform uses visual, drag-and-drop logic. Everything is beginner-friendly.

Do I have to talk to customers?

No. This is a backend systems role—no customer service or live calls involved.

Can I turn this into a freelance service?

Yes. CRM builds and automations are high-value digital services. Many businesses pay $500–$1,500+ per build.

How fast can I start?

Immediately. Click “Learn More” to unlock your dashboard and start the challenge.

How long does the training take?

5 days total. Most modules take 1–2 hours to complete. Work at your own pace.

Why This Role Makes Sense

Businesses today rely on automated CRM systems—but most don’t know how to build them. This role puts you in position to offer a skill that’s always in demand, without the pressure of coding, customer interaction, or advanced tech. It’s the kind of digital job that builds real momentum from day one.

How to Apply

Click the “Learn More” button to start the 5-Day CRM Flow Challenge. You’ll get full access to templates, tools, and support. No degree. No experience. Just a step-by-step path to learning a real skill and building your first CRM system—entirely from home.

Job Tags

Contract work, Freelance, Immediate start, Remote job, Work from home, Flexible hours, Day shift,

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