CRM Operations Manager

SLR Consulting • New York, NY

3d

About The Position

The primary focus of this role will be platform ownership and admin execution, optimization, and administration. This includes end-to-end ownership of the CRM instance (HubSpot), managing the product roadmap, leading system migrations, and ensuring data hygiene and compliance with global data privacy regulations. The role also involves system configuration, integration of new technologies, designing and implementing lead/intent scoring models, optimizing automation for marketing campaigns, and developing advanced analytics models. Additionally, the CRM Operations Manager will be responsible for marketing data governance, creating and maintaining reports and dashboards, optimizing sales and marketing processes, supporting Go-To-Market (GTM) execution, and acting as a change agent to ensure successful adoption of new features and processes. Enablement support for the Sales Excellence team through training material development is also a key part of this role.

Requirements

• Platform ownership and admin execution, optimization, and administration.
• HubSpot platform expertise.
• Experience with system administration, including layout, permission sets, custom objects, and platform integrations.
• Familiarity with CRM product roadmaps and strategy.
• Experience leading CRM system migrations.
• Knowledge of data hygiene, enrichment, standardization, and governance policies.
• Understanding of GDPR, CCPA, and other global data privacy regulations.
• Proficiency in user provisioning, roles/permissions, field creation, and custom objects.
• Experience with system integration and Enterprise Architecture guidelines.
• Ability to design, implement, and govern lead/intent scoring models.
• Experience in auditing and optimizing automation for marketing campaigns and nurture frameworks.
• Knowledge of advanced analytics models, intent data capture, and predictive propensity scoring.
• Familiarity with HubSpot's AI tools and integrated third-party platforms.
• Experience with marketing data governance and marketing attribution models.
• Proficiency in designing, creating, and maintaining advanced dashboards and reports.
• Experience in auditing and optimizing sales and marketing processes.
• Ability to build and map sales playbooks and nurture programs into CRM.
• Experience supporting Go-To-Market (GTM) execution through platform configuration.
• Strong change management skills.
• Experience developing training materials and documentation.

Responsibilities

• End-to-end ownership of SLR CRM instance, including basic layout, permission set coordination, custom object design, platform integrations, and overall optimization.
• Own the HubSpot product roadmap, prioritizing new features, integrations, and ongoing maintenance.
• Lead and execute CRM system migrations for newly acquired companies, integrating their data and processes into the central HubSpot instance.
• Serve as the primary custodian of client data within HubSpot, focusing on data hygiene, enrichment, standardization, and governance policies.
• Ensure HubSpot configurations and processes are compliant with GDPR, CCPA, and other global data privacy regulations.
• Manage user provisioning, roles/permissions, field creation, custom objects, and other core system configuration tasks.
• Oversee and assist with integrating new technologies and data sources into the HubSpot ecosystem based on Enterprise Architecture guidelines.
• Design, implement, and govern the holistic lead/intent scoring model (combining fit, behavioral, and engagement criteria).
• Audit and optimize existing automation to create scalable campaign and nurture frameworks and workflows.
• Understand, design, and implement advanced analytics models, including intent data capture and predictive propensity scoring, leveraging HubSpot's AI tools and integrated third-party platforms.
• Partner with Marketing Leadership to ensure all campaign reporting is accurate and marketing attribution models are correctly configured in HubSpot.
• Design, create, maintain, and refine advanced dashboards and reports for the Sales, Marketing, and Leadership teams within HubSpot's reporting tools.
• Audit complex sales and marketing processes within HubSpot, building and mapping sales playbooks and nurture programs directly into the CRM.
• Assist with the planning and execution of GTM strategies and initiatives by configuring the platform to enable them.
• Act as a trusted Change Agent, ensuring the successful adoption of new features and processes across Sales, Marketing, and Client Management.
• Support the Sales Excellence team by developing training materials and documentation for new HubSpot processes and features.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed