CRM Operations Manager

Infinite Electronics International, Inc.• Remote, Remote, US, Remote

3d•$86,165 - $99,081•Hybrid

About The Position

We are seeking a highly organized and strategic CRM Operations Manager to own and optimize our Microsoft Dynamics CRM (Sales Hub) across all business units. This role will serve as the bridge between Marketing and Sales, ensuring strong CRM adoption, clean and reliable data, and scalable processes that support revenue growth. This individual will be responsible for CRM process ownership, user training, data governance, and roadmap alignment—working closely with Sales, Marketing, Business Unit Leadership and technical CRM administrators.

Requirements

CRM platform expertise (MS Dynamics preferred)
Strong understanding of sales + marketing processes
Data analysis and reporting awareness
Training, documentation, and communication skills
Ability to manage multiple projects and stakeholders

Nice To Haves

5–8 years of experience in CRM management, operations, or related roles
Hands-on experience with Microsoft Dynamics CRM, Sales Hub
Experience integrating CRM systems with marketing automation platforms (e.g., HubSpot, Marketo, Pardot)
Strong understanding of lead lifecycle management (MQL → SQL → Opportunity)
Familiarity with lead scoring, routing, and campaign attribution
Strong understanding of sales processes and CRM-driven workflows
Experience developing SOPs, training programs, and user documentation
Proven ability to manage data quality and governance initiatives
Excellent communication skills with the ability to work cross-functionally

Responsibilities

Own the day-to-day management and optimization of Microsoft Dynamics Sales Hub
Partner with stakeholders to define and prioritize CRM enhancements and roadmap
Ensure CRM structure and workflows align with evolving sales and marketing needs
Develop, document, and maintain CRM standard operating procedures
Establish best practices for lead management, opportunity tracking, and pipeline hygiene
Drive consistency in CRM usage across all business units
Own the alignment between CRM (Dynamics) and marketing automation platforms, survey platform and other software connections (e.g., HubSpot, Forsta, Data Providers, Maplytics)
Ensure seamless lead flow, lifecycle stages, and data synchronization between systems
Partner with Marketing to optimize lead capture, scoring, routing, and handoff to Sales
Maintain data consistency and integrity across platforms
Identify and resolve gaps in integration, workflows, and campaign attribution
Lead CRM onboarding for new Sales hires
Create and maintain training materials (videos, guides, quick-reference documentation)
Act as the primary resource for CRM usage questions and ongoing user support
Reinforce adoption of standardized processes and workflows
Establish and enforce data standards (required fields, naming conventions, etc.)
Monitor and resolve duplicates, incomplete records, and inconsistencies
Partner with Sales and Marketing to maintain clean, actionable data
Ensure CRM data supports accurate reporting and marketing execution
Serve as the liaison between Sales, Marketing, and CRM administration/IT
Translate business needs into CRM requirements and workflows
Provide guidance to CRM administrators on user experience and process improvements