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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
  • Can balance strategic thinking with hands-on execution
  • Comfortable auditing CRM setups and identifying gaps in structure usage or performance
  • Care deeply about data integrity and accurate reporting
  • Collaborate with leadership RevOps and data teams
  • Contribute to documentation SOPs and playbooks that improve adoption

Nice to have

  • Scalability
  • Standardization
  • Process discipline
  • Cross-functional
  • Detail-oriented
  • Proactive

Day to day

  • Own and optimize HubSpot configuration workflows and automations to improve scalability and performance.
  • Audit existing CRM setups and resolve gaps in structure usage data quality and reporting reliability.
  • Support new client and sales team onboarding through system setup integrations documentation and cross functional enablement.