HubSpot CRM Administration Lead - REMOTE

SalesWorks is looking for a detail-oriented, self-directed, and creative problem solver to support client services in the field of sales operations as a HubSpot CRM Administration Lead.

A successful candidate will be responsible for directly interacting with SalesWorks clients and enabling them to achieve their objectives related to managing and developing sales and demand generation-related software, such as CRM, sales enablement tools, marketing automation tools, and other database platforms.

This role requires someone with a high degree of familiarity with the aforementioned technologies, preferably HubSpot. The Hubspot CRM Administration Lead should also be able to recognize the data entry and reporting requirements related to a B2B sales ecosystem and communicate those topics at a professional level with sales executives, managers, and execution personnel. 

The HubSpot CRM Administration Lead’s responsibilities will include, but are not limited to:

• Performing hands-on, technical platform administration on common sales software, including:

  • Salesforce.com (esp. Sales Cloud, CPQ)

    HubSpot (esp. CRM, Sales Hub, & Operations Hub)

    MS Dynamics

    SalesLoft

    Outreach.io

    LinkedIn Sales Navigator

    Drift

    Cognism

    ZoomInfo

• Technical platform administration tasks may include:
  • Implementing, managing, and troubleshooting native third-party app integrations
  • Updating fields, record layouts, views, and other UI elements
  • Designing and building native reports and dashboards within CRM or sales enablement applications
  • Designing and building automated processes using native functionality within CRM or sales enablement applications
  • Designing and managing user infrastructure within CRM or sales enablement applications, including permissioning and role assignments.
  • Conducting data audits to identify unused or low-impact fields within the client’s data schema
  • Identifying and recommending processes for data procurement using third-party database tools like Cognism and ZoomInfo
• Participating in or leading the development of client-facing user guides, tutorials, and other documentation that enables self-service support as a part of client service delivery.

• Managing live (virtual) and written communication with clients to set expectations and priorities, provide updates on works-in-progress, and present completed products.

• Monitoring time spent on client projects and working within budgeted hours to complete work.
• Informing senior SalesWorks team members of project progress and proactively identifying potential challenges to completion.
• Actively looking for potential signs and opportunities for additional work based on client needs (i.e. account development).
• Engaging in continuous product knowledge development to stay apprised of sales technology best practices and capabilities.

The Requirements:

1-4 years of experience in an operations function.

The Perks:

Competitive salary

Start-up, agile environment

Eligible for bonus

Competitive medical, dental and vision

Internal training and development programs to upskill