Manage and maintain our HubSpot CRM instance, including fields, objects, workflows, automations, and integrations
Troubleshoot technical issues within the CRM and integrated sales tools
Review tickets, track down the root cause of problems, identify and implement scalable solutions
Create and optimize reports and dashboards to drive visibility and boost performance
Export information and build reporting and charts in excel, extract insights from raw data
Serve as the go-to resource for the sales team across all sales tools
answering questions, solving problems, providing training, and ensuring everyone can work efficiently within our tech stack
Use Clay and other tools to build and enrich prospect lists, clean and validate lead data, and seamlessly upload information into our CRM
Collaborate and communicate with leadership to identify process improvements, keep data flowing, and provide support to the sales team
Clean and maintain data across our systems, develop data hygiene, quality, and governance standards

2+ years of sales operations experience
Have been a CRM admin in Hubspot or Salesforce
Data Literacy
Comfortable with excel, CRM reporting, building dashboards
Sales Background or Extensive Sales Knowledge (doesn’t have to be tech)
Detail-oriented with excellent problem-solving skills, very comfortable multi-tasking
Ability to translate business needs into technical solutions
Experience with data manipulation, management, analysis, and reporting
Comfortable leading complex projects and working autonomously in multiple systems

Sales Operations Specialist

Key skills