Platform Support & CRM Operations Coordinator

Company DescriptionUFG, Inc.

Platform Support & CRM Operations CoordinatorImagine a career where your passion meets purpose, and your work has a global impact. At United Franchise Group, we're not just offering jobs-we're offering the chance to be part of something bigger. We're looking for individuals who want to innovate, inspire, and lead in a company that's shaping the future of franchising worldwide.

For nearly 40 years, UFG has been at the forefront of franchising, growing from a small team to an international powerhouse with over 1800 locations in 60 countries. But we're just getting started, and we want you to be a part of our next chapter. Whether you're just starting out or looking to take your career to new heights, UFG offers positions at every level, with the tools and support to help you succeed.

Our headquarters in West Palm Beach, FL is more than just an office-it's a hub of creativity, collaboration, and community. Here, you'll find a culture that celebrates diversity, encourages innovation and rewards hard work. From day one, you'll be surrounded by people who are passionate about what they do and driven to make a difference.

This is more than a career-it's a calling. At UFG, we believe in taking care of our team as they take care of our franchisees. That's why we offer competitive pay, comprehensive benefits, and perks that go beyond the ordinary.

Are you ready to make your mark? Join us at UFG and be part of a team that's changing the world, one franchise at a time. Job DescriptionThe Platform Support & CRM Operations Coordinator supports the daily execution and maintenance of the organization's sales and marketing technology ecosystem. This role focuses on system configuration, lead routing reliability, vendor integrations, onboarding coordination, reporting preparation, and user assistance across CRM and communication platforms.

Working under the Platform/Marketing Operations lead, the coordinator ensures systems remain accurate, functional, and aligned with established operational processes. The position serves as the primary execution resource responsible for implementing updates, maintaining data integrity, assisting users, and escalating technical or strategic changes when necessary.

This role is operationally focused and ensures teams can effectively utilize their tools without interruption while supporting adoption across sales and development teams.

Create and configure brand environments within SiteZeusAdd lead sources, update statuses, and manage dropdown optionsSet up and maintain user permissions and access levelsMaintain custom fields and workflow structuresImplement configuration updates requested by leadershipVerify configuration accuracy following changes or deploymentsAssist vendors with lead delivery setup and parsing requirementsShare routing and parsing instructions with external lead providersValidate test leads prior to activationMonitor incoming leads for formatting or routing errorsTroubleshoot failed or malformed leads and coordinate correctionsEscalate persistent integration issues when necessaryCreate and maintain Wufoo sales profiles and intake form routingConfigure and update form logic, notifications, and field mappingsEnsure form submissions properly route into CRM workflowsAdminister PhoneBurner accounts, permissions, and user settingsManage call dispositions, call lists, and dialer configurationsSupport outbound calling readiness and campaign setupTroubleshoot user access and dialing issuesCoordinate tool setup during new hire onboardingMaintain existing integrations between CRM, forms, communication platforms, and external toolsMonitor automation workflows and notify leadership of failures or data mismatchesAssist with implementing pre-defined workflow updates and mapping adjustmentsValidate data syncing across connected platformsCoordinate troubleshooting with vendors when integrations failSupport onboarding of new vendors and connected systemsDocument integration behavior and known dependenciesRespond to platform usage questions and configuration requestsDocument reported issues and escalate technical defectsMaintain ongoing communication with users regarding resolutionsCoordinate recurring check-ins to ensure system accuracyRecord enhancement requests for review by leadershipPrepare accounts and system access for new team membersGuide new users through initial platform setup and usage basicsAssist with onboarding sessions across CRM and sales toolsHelp maintain training materials, videos, and documentationShare platform updates and feature changes with usersTrack onboarding completion and user readinessPrepare CSV files according to import templatesImport leads, contacts, companies, and locationsSupport bulk uploads from events or external sourcesIdentify and correct formatting errorsAssist with data cleanup and deduplication effortsMonitor daily failed lead reports and field mapping accuracyGenerate standard operational reports as requestedAssist users in locating and running existing reportsProvide basic activity summaries for internal teamsUpdate existing campaign templates and drip sequencesVerify content accuracy and formattingSupport integration between CRM and communication platformsCoordinate updates requested by sales leadershipReassign leads based on provided mapping instructionsUpdate territory routing and notify stakeholdersConfirm routing accuracy following changesTrack users, integrations, and configuration changesMaintain communication logs and recurring issue documentationSupport periodic vendor lead auditsRecord platform changes for compliance and referenceQualificationsBachelor's degree (B. A., B.B.A., or B.S.) or equivalent from four-year college or university; or Associate degree (A. A. or A.S.) or equivalent from two-year college or technical school; or five to ten years related experience and/or training; or equivalent combination of education and experience.

Knowledge of platforms (SiteZeus, Wufoo, PhoneBurner, Pipedream automations, AI processing tools (e.g., Lumin.ai), and other connected lead or marketing vendors).The coordinator executes operational tasks and escalates strategic decisions, platform defects, and process changes to the Platform/Marketing Operations lead.

This position ensures consistent execution, data accuracy, and reliable platform usage across teams by maintaining the operational foundation of the CRM and sales tool ecosystem. The role enables leadership to focus on optimization, marketing performance, and strategic growth initiatives by handling day-to-day administration and operational support of business systems.

Additional InformationOnce you become part of our amazing team of winners you'll enjoy:

• Competitive compensation
• Comprehensive training to hone your skills at our headquarters
• Employee Development Programs
• Medical, Dental, Vision, and Life insurance coverage
• Short
• and Long-term disability insurance
• Generous time off and paid holidays
• 401(k) plan with company match
• Social gatherings and team building activities
• Leadership workshops for personal development
• Recognition for our top performers
• Philanthropy
• a chance to give back to the communityJoin us at United Franchise Group
• a global leader for entrepreneurs!

Apply now! All your information will be kept confidential according to EEO guidelines.