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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 with integrations such as dialers schedulers and reporting tools
  • Experience improving and scaling existing CRM systems
  • Strong focus on data integrity and accurate reporting
  • Able to audit CRM setups and identify gaps in structure usage or performance
  • Comfortable balancing strategic thinking with hands-on execution
  • Able to collaborate cross-functionally with leadership RevOps and data teams
  • Experience contributing to documentation SOPs and playbooks

Nice to have

  • Scalable
  • Standardization
  • Process Discipline
  • Cross-functional
  • Hands-on

Day to day

  • Own and improve HubSpot configuration workflows and system performance to support scalable sales operations.
  • Audit existing CRM setups identify gaps and resolve inefficiencies that affect data quality reporting and adoption.
  • Collaborate with leadership RevOps sales and data teams to strengthen onboarding integrations documentation and ongoing CRM governance.