About the job 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.
- Certifications or 2-3 years of experience on CRM or sales enablement platforms described above.
- Demonstrated experience with HubSpot and at least one sales enablement tool (SalesLoft, Outreach, etc.) preferred
- Responsive, service-oriented attitudes are a huge plus.
- Strong organizational skills with ability to effectively prioritize and engage in time management.
- Strong investigative skills pertaining to operationally defining issues and researching their potential causes and solutions.
- At least an emerging interest, if not experience, with the principles of information hierarchy, data structure, and data science.
- Excellent communication skills. Able to describe complex issues in relatively basic terms
- Able to describe complex issues in relatively basic terms
- Practices closed-loop communication
- Proactively raises questions or issues to key stakeholders
- Capable of assessing multiple possible solutions to a problem and effectively communicating the risks and benefits of different approaches
The Perks:- Competitive salary
- Start-up, agile environment
- Eligible for bonus
- Competitive medical, dental and vision
- Internal training and development programs to upskill
