CRM Operations Lead

The WFS Group

2d•$72,000 - $100,000•Remote

About The Position

The CRM Operations Lead is a critical role focused on enhancing and scaling the CRM infrastructure that underpins our outsourced sales delivery. This role is laser-focused on HubSpot configuration, data integrity, and system enablement, ensuring that every sales team operates on a clean, reliable, and scalable CRM foundation. You will play a key role in supporting the CRM lifecycle — from system design and documentation, to deployment for new accounts, to ongoing optimization and maintenance. Working closely with CRM leadership, sales, and data teams, you’ll help strengthen the systems, processes, and standards that drive pipeline management, reporting accuracy, and sales productivity. Beyond technical execution, this role is about identifying opportunities to improve performance, streamline workflows, and elevate the overall effectiveness of our CRM ecosystem. You’ll contribute to building HubSpot into a true engine of operational excellence through improved integrations, stronger documentation, and more consistent system performance. This role is ideal for a CRM operator who thrives in a growth-driven environment and enjoys improving systems that are already in motion. You’ll contribute to CRM design and governance, support onboarding of new accounts, and help reinforce the data quality and process discipline that keeps our sales organization aligned and scalable.

Requirements

You’ve designed, configured, and optimized HubSpot or other CRMs across multiple teams or organizations
You enjoy improving and scaling existing CRM systems, not just building from scratch
You’ve supported or executed CRM deployments, including integrations with dialers, schedulers, and reporting tools
You thrive on refining workflows and contributing to documentation, SOPs, and playbooks that improve adoption
You care deeply about data integrity and accurate reporting
You’re comfortable auditing CRM setups and identifying gaps in structure, usage, or performance
You can balance strategic thinking with hands-on execution
You enjoy collaborating with leadership, RevOps, and data teams
You’re passionate about scalability, standardization, and continuous improvement

Responsibilities

Support and drive optimization of HubSpot configuration, workflows, and overall system performance
Audit existing CRM setups and identify opportunities for improvement
Assist in CRM setup, onboarding, and enhancements for new and existing client accounts
Collaborate with the data team to ensure CRM configuration aligns with reporting and data pipelines
Strengthen CRM data integrity, governance, and usage standards across teams
Contribute to documentation (playbooks, SOPs, workflows) to support consistency and scalability
Partner with leadership and RevOps to support forecasting, reporting, and operational initiatives
Provide support and guidance on CRM best practices and system challenges
Support onboarding of new sales hires and accounts to ensure adoption and alignment
Contribute to CRM-related projects and initiatives tied to quarterly goals