Customer Success Manager

• Manage CRM user lifecycle (Salesforce, Gong, Outreach, HubSpot) – provisioning, deactivation, roles, and permissions.
• Troubleshoot and resolve user issues; escalate when needed.
• Maintain clean, accurate data (deduplication, mass updates, field/page layout maintenance).
• Work with the Rev Ops team to oversee integrations and syncs
• Build and maintain Salesforce and HubSpot reports/dashboards for sales teams.
• Configure Salesforce (objects, fields, workflows, validation rules).
• Manage account assignments, territory management, and app configurations.
• Identify and implement CRM process improvements; monitor release updates.
• Lead small-to-medium CRM projects end-to-end, including requirements, testing, stakeholder alignment, and communications.
• Create and maintain user documentation and perform enablement for affected teams.
• Proactively drive process improvements and automation.

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