Description
WHAT YOU’LL DO
We are seeking a technically skilled and process-oriented CRM Administrator to oversee and optimize the systems, workflows, and automations that support the full panelist lifecycle. In this role, you will own the organization's Panel facing CRM ecosystem, design scalable operational processes, and leverage automation and AI to improve efficiency, data quality, and the panelist experience.
You'll partner closely with Operations, Engineering, Product, and Support teams to translate business needs into scalable system solutions that support recruitment, onboarding, engagement, retention, support, and offboarding.
The ideal candidate is analytical, highly organized, technically proficient, and experienced in building CRM solutions, workflow automations, and operational systems in a fast-paced environment.
THE DAY-TO-DAY
- Own the administration, configuration, and ongoing optimization of the organization's CRM platform and panel management systems.
- Design, build, and maintain scalable workflows and automations that support the full panelist lifecycle, including recruitment, onboarding, engagement, retention, support, and offboarding.
- Develop AI-powered workflows and intelligent automations to improve operational efficiency, reduce manual processes, enhance support operations, and optimize panel management.
- Partner with cross-functional stakeholders to identify operational challenges and translate business requirements into scalable system solutions.
- Monitor system performance, workflow effectiveness, and data quality, proactively identifying opportunities for improvement.
- Create and maintain dashboards, reports, documentation, and process maps to support operational visibility and decision-making.
- Manage integrations between CRM platforms, internal databases, and third-party applications using APIs and automation tools.
- Troubleshoot system issues, investigate workflow failures, and provide technical support for operational teams.
- Recommend and implement continuous process improvements that enhance scalability, operational efficiency, and the panelist experience.
- Ensure system configurations, workflows, and data management practices align with organizational policies, security standards, and compliance requirements.
GREAT TO HAVE
- 3–7 years of experience in CRM administration, systems management, operations technology, or a related technical operations role.
- Hands-on experience administering CRM platforms and building workflow automations.
- Experience designing scalable operational processes and lifecycle automations.
- Experience with AI tools, automation platforms, and intelligent workflow solutions, with the ability to identify opportunities to improve operational efficiency.
- Experience working with APIs, system integrations, or low-code/no-code automation platforms.
- Strong analytical, troubleshooting, and problem-solving skills.
- Ability to manage multiple priorities and projects independently.
- Excellent communication and cross-functional collaboration skills.
LIFE AT VIANT
Investing in our employee’s professional growth is important to us, but so is investing in their well-being. That’s why Viant was voted one of the best places to work and some of our favorite employee benefits include fully paid health insurance, paid parental leave and unlimited PTO and more.
#LI-TD1
Viant Technology (NASDAQ: DSP) is an exclusively buy-side, AI-powered advertising platform purpose-built for CTV. Viant uniquely combines proprietary content intelligence, household-level identity resolution, and person-level attention signals to connect advertisers with real customers and drive measurable outcomes across the open internet. Through its award-winning AI solutions, Viant is building the future of autonomous advertising, where AI doesn't just assist the campaign, it delivers real results. Learn more at viantinc.com.
Similar jobs
Est. 115,000 USD
WHAT YOU’LL DO We are seeking a technically skilled and process-oriented Panel Systems Manager to oversee and optimize the systems, workflows, and automations that support the full panelist lifecycle. In this role, you w…
Est. 62,480 USD
WHAT YOU’LL DO As an Human Resources Coordinator, you'll play a critical role in delivering an exceptional employee experience by ensuring the smooth execution of Viant's day-to-day HR operations. You'll serve as the fir…
Est. 82,500 USD
WHAT YOU’LL DO: Viant is seeking a talented Account Manager to join our Sales Team. In this dynamic role, the Account Manager owns the client-facing relationship, ensuring superior service through pre-sales support, camp…
Est. 175,000 USD
WHAT YOU’LL DO Viant Technology (NASDAQ: DSP) is building the future of AI-powered, identity-driven advertising across CTV and the open internet — and TVision plays a critical role in that ecosystem by delivering next-ge…
Est. 95,000 USD
WHAT YOU’LL DO: Viant is seeking a talented Senior Account Manager to join our Sales Team. In this dynamic role, the Senior Account Manager owns the client-facing relationship, ensuring superior service through pre-sales…
Est. 175,000 USD
WHAT YOU’LL DO The Sr. Manager, Compensation is the hands-on execution engine of Viant’s Compensation function. This role owns compensation cycles, benchmarking, internal equity analysis, census accuracy, and compensatio…
Est. 225,000 USD
WHAT YOU’LL DO Viant’s customers use the Demand Side Platform (DSP) to set up, run and monitor ad campaigns. The platform team owns a complex set of backend services and the frontend UI that make up the DSP. These servic…
Est. 92,500 USD
WHAT YOU’LL DO Viant is seeking a highly skilled and self-motivated Technical Account Manager to serve as a strategic post-sales thought leader for our most important clients. This role sits at the intersection of techno…
Est. 115,000 USD
WHAT YOU’LL DO Viant is seeking a highly skilled and self-motivated Sr. Technical Account Manager to serve as a strategic post-sales thought leader for our most important clients. This role sits at the intersection of te…
Est. 145,000 USD
WHAT YOU’LL DO Viant has an exciting opportunity on our Los Angeles sales team for an Account Director to evangelize new business, generate awareness, and grow sales of our Viant DSP. This is a tremendous opportunity to…
Est. 122,500 USD
WHAT YOU’LL DO Viant has an exciting opportunity on our Los Angeles sales team for a Sr. Account Executive to evangelize new business, generate awareness, and grow sales of our Viant DSP with a focus on established agenc…
Est. 200,000 USD
WHAT YOU’LL DO The Machine Learning team at Viant is revolutionizing the Ad Tech industry with innovative machine learning systems. By automating manual processes in creating, launching, and measuring digital ads, we bui…
Est. 107,500 USD
WHAT YOU’LL DO Viant has an exciting opportunity on our Chicago sales team for a Account Executive to evangelize new business, generate awareness, and grow sales of our Viant DSP with a focus on independent agencies in t…
Est. 150,000 USD
WHAT YOU’LL DO Viant is seeking a hands-on Sr. Product Marketing Manager, Commercial GTM to shape how our sales organization positions Viant, communicates differentiated value, and brings our solutions to market. This ro…
Est. 190,000 USD
WHAT YOU’LL DO The Staff Cloud Reliability Engineer will be responsible for writing and integrating various open source and closed sources tools. The ideal candidate will possess a deep understanding of systems engineeri…
Est. 62,240 USD
WHAT YOU’LL DO We’re looking for an Advertising Operations Coordinator temporarily to join Viant’s Operations team in our Irvine headquarters. In this role, you’ll support the successful execution, monitoring, and optimi…
Est. 162,500 USD
WHAT YOU’LL DO Viant’s Corporate Finance team is seeking a Senior Manager, Corporate Finance to lead critical aspects of budgeting, Board material preparation, quarterly earnings support, leadership communication, ad-hoc…
Est. 165,000 USD
WHAT YOU’LL DO The Senior Cloud Reliability Engineer will be responsible for writing and integrating various open source and closed sources tools. The ideal candidate will possess a deep understanding of systems engineer…
Est. 170,000 USD
WHAT YOU’LL DO Viant is seeking a Sr. Stock Plan Administration Manager to support and scale the company’s equity incentive programs, including non-qualified stock options, restricted stock units, and performance-based s…
Est. 187,500 USD
WHAT YOU’LL DO Viant’s Strategic Finance team is seeking a Director, Strategic Finance, reporting to the VP, Strategic Finance, to help lead forward-looking financial planning, budgeting, forecasting, strategic analysis,…
Est. 41,600 USD
WHAT YOU’LL DO The core responsibilities of this position are to provide office and administrative support to our New York office in a dynamic environment, while maintaining the utmost discretion with regards to propriet…
Est. 215,000 USD
WHAT YOU’LL DO Viant® (NASDAQ: DSP) is a leading advertising software company that enables marketers to plan, execute and measure omnichannel ad campaigns through a cloud-based platform. We are looking for a Principal Pr…
Est. 237,500 USD
WHAT YOU'LL DO Viant has established strong momentum across the Consumer Packaged Goods (CPG) industry and is seeking a Head of Industry, CPG to accelerate growth within one of our most strategic verticals. This executiv…
Est. 237,500 USD
WHAT YOU'LL DO Viant has established strong momentum across Financial Services and is seeking a Head of Financial Services to accelerate growth within one of our most strategic industry verticals. This executive leader w…
Est. 190,000 USD
WHAT YOU’LL DO: We’re seeking a high-impact, results-driven Director of Sales to lead an agency sales team in NYC. This is a key leadership role within Viant, where you’ll mentor and empower a high-performing team of sel…
Est. 237,500 USD
WHAT YOU'LL DO Viant has established strong momentum across the Retail industry and is seeking a Head of Industry, Retail to accelerate growth within one of our most strategic verticals. This executive leader will expand…
Est. 190,000 USD
WHAT YOU’LL DO: We’re seeking a high-impact, results-driven Director of Sales to lead our Denver sales team. This is a key leadership role within Viant, where you’ll mentor and empower a high-performing team of sellers t…
Est. 237,500 USD
WHAT YOU’LL DO Viant’s Travel business is already a major success, with deep adoption across Travel, and hospitality. We are now seeking a Head of Industry, Travel to further accelerate our growth in this category by sca…
Est. 100,000 USD
WHAT YOU’LL DO Viant is a leading advertising technology company empowering marketers through data-driven solutions. We are seeking a Senior Revenue Accountant to join our dynamic accounting team in a fast-paced, data-ce…
Est. 16,654 USD
At Varicent, we’re not just transforming the Sales Performance Management (SPM) market—we’re redefining how organizations achieve revenue success. Our cutting-edge SaaS solutions empower revenue leaders globally to desig…