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CRM Operations Lead

Skills
AdoptionContinuous ImprovementData IntegrityEnablementLaserOptimizationSales
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Designed configured and optimized HubSpot or other CRMs across multiple teams or organizations
  • Supported or executed CRM deployments including integrations with dialers schedulers and reporting tools
  • Enjoy improving and scaling existing CRM systems not just building from scratch
  • Comfortable auditing CRM setups and identifying gaps in structure usage or performance
  • Care deeply about data integrity and accurate reporting
  • Able to balance strategic thinking with hands-on execution
  • Comfortable working cross-functionally with leadership RevOps and data teams
  • Interested in scalability standardization and continuous improvement

Nice to have

  • Continuous Improvement
  • Data Integrity
  • Enablement
  • Optimization
  • Training
  • Adoption

Day to day

  • Enhance and scale HubSpot configuration workflows and overall CRM performance for outsourced sales delivery.
  • Audit existing CRM setups and resolve inefficiencies while strengthening data integrity governance and reporting reliability.
  • Support new account onboarding integrations documentation and training to keep CRM operations consistent scalable and aligned with business goals.