CRM Specialist Careers at Med Clinic X
Manage, optimize, and scale customer relationship platforms and automated business workflows to support healthcare SaaS growth operations.
About Med Clinic X
Med Clinic X is a healthcare technology company building innovative digital health solutions that help healthcare organizations across the United States improve operations, engagement, and patient experiences.
We develop healthcare SaaS platforms, AI-driven healthcare systems, patient portals, telemedicine solutions, automation workflows, and digital healthcare products for clinics, hospitals, and healthcare providers.
Our mission is to help healthcare organizations build stronger relationships through intelligent technology and data-driven systems.
Job Overview
We are seeking a CRM Specialist to manage, optimize, and improve customer relationship management systems supporting healthcare technology growth.
In this role, you will maintain CRM platforms, improve automation workflows, manage customer data, and support sales and marketing teams in delivering better client experiences. You will play an important role in improving engagement, lead management, and operational efficiency across Med Clinic X.
Responsibilities
CRM Management & Optimization
- Manage and maintain CRM platforms and databases.
- Configure CRM pipelines and automation workflows.
- Audit and resolve duplicate data issues periodically.
- Improve CRM structure for reporting and team efficiency.
Healthcare Growth Operations
- Support SaaS sales and marketing lead routing rules.
- Deploy conditional workflow lead tracking policies.
- Build automated communication schedules and triggers.
- Support customer onboarding and retention flows.
Data Management & Reporting
- Enforce validation rules keeping CRM data clean.
- Build dashboards and charts mapping pipeline velocity.
- Analyze lead metrics and user engagement activity.
- Deliver data logs supporting management decisions.
Team Collaboration
- Work closely with sales, marketing, and success teams.
- Conduct onboarding training supporting internal CRM adoption.
- Document customization layouts and operational playbooks.
- Identify systems upgrade integration opportunities.
Qualifications
Required
- Bachelor’s in Business, Marketing, Info Systems, or related field.
- Experience managing CRM systems (Salesforce, HubSpot, Zoho).
- Understanding of sales pipelines and lead stages workflows.
- Strong analytical and reporting dashboard skills.
- Excellent communication and internal training skills.
Preferred
- Experience in US healthcare or healthcare SaaS organizations.
- Familiarity with HIPAA-aware client data masking guidelines.
- Experience supporting B2B SaaS growth operations.
- Familiarity with marketing automation tool sets.
- Basic API integration or webhook setup knowledge.
Why Join Med Clinic X?
At Med Clinic X, you will help build smarter customer engagement systems for the future of healthcare technology. You will:
- Manage CRM systems supporting healthcare growth
- Work with SaaS sales and marketing teams
- Improve healthcare customer experiences
- Build automated business workflows
- Contribute to scaling healthcare technology solutions