CRM Manager (Hubspot)

The Boelter Companies, Inc.•Pewaukee, WI

23d•Onsite

About The Position

For 95 years, Boelter has been helping our customers create unforgettable experiences. Our focus is to provide unparalleled service and high-quality products. Boelter takes your best and makes it even better. Boelter participates in every aspect of the restaurant supply, hospitality, and beverage industries. From designing commercial kitchens to delivering barware supplies, from installing food service equipment to staging the perfect tabletop - with our full spectrum of services and products - we bring inspiration to the table. CRM Manager (Hubspot) Location: Pewaukee Corporate Office Belong to the Boelter community that brings people together... We value the individual where your unique perspective builds a stronger community and fuels our passion for authentic relationships. POSITION SUMMARY The CRM Manager is responsible for managing and optimizing the Customer Relationship Manager (CRM) system to enhance customer relationships, streamline business processes, and support business objectives.

Requirements

Bachelor’s degree in Business, Information Technology, or a related field.
5+ years experience in Hubspot administration is preferred.
Proven success in managing multi-site operations and large teams.
Strong analytical skills, problem solving abilities, and a customer oriented approach are essential.
Excellent organizational, decision-making, and communication skills.
Ability to work in a fast-paced, high-growth environment and drive change.

Responsibilities

Optimize Existing CRM Configuration for Sales Efficiency - Take ownership of the current CRM system to enhance its functionality and ensure it fully supports sales and customer success processes. Responsibilities include auditing the existing setup, identifying gaps in workflow alignment, and implementing improvements for lead management, pipeline visibility, and reporting accuracy. Work closely with sales leadership to customize features, streamline integrations, and drive user adoption, ensuring the CRM becomes a strategic tool for maximizing sales performance.
Process Optimization – works to align the CRM with business workflows. Implements automated processes, create custom fields, dashboards, and reports, and fine-tune workflows to improve operational efficiency and sales performance.
User Support & Training – provides training and support to users, helping associates understand system functionalities and best practices. Ensures the organization maximizes the value of the CRM for customer engagement and productivity.
Reporting & Analytics – generates reports and insights to inform business strategies. Analyzes customer behavior, track key performance indicators, and provide actionable recommendations for marketing, sales, and customer service.
Integration & Upgrades – manages integrations with other systems where applicable and oversees system upgrades or new feature deployments, ensuring minimal disruption and continued alignment with business needs.
System Management – oversees the configuration, maintenance, and user access of the CRM system. This includes creating user profiles, managing permissions, and ensuring data integrity. They troubleshoot technical issues and coordinate with IT or vendors to maintain system performance.
Data Management & Quality – ensures that customer data is accurate, complete, and up-to-date. This involves regular data cleansing, deduplication, and validation processes. High-quality data supports better analysis, reporting, and decision-making.

Benefits

Associates working a minimum of 30 hours per week are eligible to enroll in our benefit programs. Coverage begins the first of the month following hire date for those that enroll in:
Medical & Prescription Drug
Dental
Vision
Flexible Spending
Health Savings Accounts
Long-Term Disability
Basic Life/AD&D
Supplemental Life/AD&D
Short-Term Disability coverage is provided via salary continuation at a rate of 60% of your base salary. You are eligible for this coverage after one year of employment.
401(k) contributions can start as soon as the first payroll of employment and include a company match.
You can also take advantage of Associate Perks immediately such as Paid Time Off and associate discounts at our stores.
We are proud to offer On Demand pay to their associates. Work today and get paid tomorrow!
Boelter is committed to offering a robust benefits package and exciting work culture that makes it a great place to work! Wont you come join us?