CRM Systems and Data Specialist

PBS Systems•Calgary, AB

3d•Onsite

About The Position

The CRM Systems and Data specialist will support the day-to-day management of our CRM platforms, Pipeline and HubSpot. This role will assist in system configuration, data maintenance, reporting, and user support to help drive adoption and enhance business processes for Sales, Marketing, and Relationship Management teams. The ideal candidate is detail-oriented, proactive, and passionate about enabling teams to leverage CRM systems to their fullest potential.

Requirements

High School Diploma/GED
Experience in CRM systems, preferably HubSpot and/or Pipeline
Demonstrated commitment to accuracy, completeness and consistency with experience maintaining clean, reliable records
Strong analytical mindset with proficiency in MS office and reporting tools
Ability to translate team requirements into actionable CRM solutions
Strong interpersonal skills to foster collaboration with the ability to build trust and collaborate effectively across departments
Excellent problem-solving skills and a proactive approach to identifying process gaps, data issues and opportunities for CRM improvement
Ability to manage multiple priorities and maintain accuracy in a fast-paced, deadline-driven environment

Responsibilities

Perform data imports/exports and assist with integrations
Develop dashboards and reports for teams and leadership
Facilitate user onboarding, training, and troubleshooting to drive adoption
Create and maintain documentation, including standard operating procedures (SOPs) and best practices
Partner with cross-functional teams to gather requirements and support system-related initiatives
Assist in configuring CRM objects, workflows, fields, and automation rules
Contribute to CRM enhancements, including testing and implementation activities
Monitor system performance and escalate issues in a timely manner
Ensure data integrity through accurate data entry, cleansing, deduplication, and enrichment

Benefits

Professional Development – Continuous training, industry certifications, and clear pathways for career advancement
Travel Opportunities - Travel to locations across Canada, the U.S., and the Caribbean
Comprehensive health benefits - Medical and dental coverage to support your well-being
Paid Time Off – Generous PTO to help you recharge and maintain work-life balance
Inclusive culture - A collaborative, supportive team environment where your ideas and voice truly matter
Employee recognition - Regular appreciation programs and performance-based incentives
Competitive compensation package
Competitive annual base salary
Up to $4,800 per year in product certification bonuses
Outstanding travel incentive bonuses
Additional performance incentives
Attractive referral bonuses
Staff discounts – Exclusive savings with partners such as GM, Dell, and more