CRM Admin - Hubspot

The WFS Group
2d

About The Position

This position is for a CRM Admin, a role essential to ensuring the smooth functionality of our sales systems. We’re looking for someone who’s a tech wizard and excels in maintaining the health of our CRM, auditing sales reps’ behavior, troubleshooting tech issues, and optimizing integrations. Think of this role as the backbone of our sales operation—it’s all about ensuring our systems work seamlessly, identifying improvements, auditing sales process & CRM functionality adherence, and supporting our sales team’s needs. You’ll be the expert on our sales tech stack, along with the rest of our sales integrator team, and don’t worry—extensive training will be provided on all our specific systems, platforms, and workflows. If you’re a master of Hubspot, love sales reporting, can solve tech issues in your sleep, and thrive in a fast-paced environment, this role will keep you on your toes!

Requirements

  • You have extensive experience with Hubspot CRM platforms
  • You have experience setting up and managing integrations through Zapier.
  • You enjoy auditing sales behaviors and troubleshooting CRM issues.
  • You’ve worked in environments where you manage the health and optimization of a CRM.
  • Data and dashboards excite you, and you use metrics to drive insights.
  • You have a background in sales ops or sales enablement.
  • You love working cross-functionally with sales and marketing teams.
  • You are highly organized and detail-oriented.
  • Learning new tools and platforms excites you.
  • 9AM-6PM - US PST time zone required
  • Monday-Friday

Responsibilities

  • Audit sales reps’ CRM usage to ensure best practices and adherence to processes.
  • Consistently identify Data accuracy and revenue leakage issues in the CRM on a daily basis.
  • Serve as the resident CRM expert and provide training and support to new and existing sales reps.
  • Demonstrate a deep understanding of the CRM reports and dashboards to quickly provide insights to sales mgmt when requested.
  • Audit CRM activities and follow-ups daily to ensure sales reps are on track and enforce adherence to the WFS process.
  • Ensure sales board and CRM revenue accuracy and consistency.
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