CRM Admin – Hubspot

Role Overview

• Audit sales reps’ CRM usage to ensure best practices and adherence to processes.
• Consistently identify Data accuracy and revenue leakage issues in the CRM on a daily basis.
• Serve as the resident CRM expert and provide training and support to new and existing sales reps.
• Demonstrate a deep understanding of the CRM reports and dashboards to quickly provide insights to sales mgmt when requested.
• Audit CRM activities and follow-ups daily to ensure sales reps are on track and enforce adherence to the WFS process.
• Ensure sales board and CRM revenue accuracy and consistency.

Requirements

• You have extensive experience with Hubspot CRM platforms
• You have experience setting up and managing integrations through Zapier.
• You enjoy auditing sales behaviors and troubleshooting CRM issues.
• You’ve worked in environments where you manage the health and optimization of a CRM.
• Data and dashboards excite you, and you use metrics to drive insights.
• You have a background in sales ops or sales enablement.
• You love working cross-functionally with sales and marketing teams.
• You are highly organized and detail-oriented.
• Learning new tools and platforms excites you.