Multiview Financial Software

Senior Sales & Revenue Operations Administrator

Multiview Financial Software

full-time

Posted on:

Location Type: Remote

Location: Canada

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Salary

💰 CA$90,000 - CA$120,000 per year

Job Level

Senior

About the role

  • Serve as a day‑to‑day administrator of HubSpot, acting as the system expert for Sales, Client Success, and Marketing.
  • Evaluate and operationalize AI features within CRM and sales technology platforms to drive measurable gains in efficiency and effectiveness.
  • Build, maintain, and continuously optimize CRM workflows, automations, and routing logic to support lead management, pipeline movement, renewals, and expansion.
  • Configure and manage pipelines, objects, properties, lifecycle stages, permissions, and integrations.
  • Troubleshoot CRM issues and implement enhancements based on feedback from end users.
  • Design and maintain reports and dashboards to track sales performance (pipeline health, conversion rates, activity metrics, forecasting).
  • Analyze trends and surface actionable insights that inform decision‑making and performance improvement.
  • Collaborate with IT and Operations teams to integrate CRM data with third-party systems, databases, and tools.

Requirements

  • Bachelor's degree in marketing, Business, Information Systems, Communications, or related field.
  • 5+ years of hands-on experience with CRM administration.
  • Experience with building and maintaining CRM workflows, reports, custom properties, and integrated tools, including using HubSpot CRM.
  • Experience defining, building and maintaining a CPQ and other cross-team automated workflows, process and associated tooling.
  • Demonstrated experience cleaning, managing, and segmenting large data sets.
  • Attention to detail.
  • Solid understanding of CRM best practices in SaaS industry.
  • Strong AI fluency with hands-on experience applying AI tools within Sales Operations, Revenue Operations, or GTM environments.
  • Experience supporting adoption, training, and change management for new AI-driven tools and processes.
  • Data tools: Excel (advanced), HubSpot import/export, deduplication, and data cleansing tools.
  • Proficient with API integrations, webhooks, or tools used to integrate systems.
  • Basic understanding of HTML/CSS and email template design is an asset.
  • Experience in B2B SaaS implementations of CRM solutions.
  • Familiarity with GDPR, HIPAA, or data privacy requirements is a plus.
Benefits
  • 4 weeks’ vacation to start, additional paid time off to supplement work-life balance, wellness, and mental health days.
  • The company paid competitive Benefits including Extended Health, Dental, Vision and more.
  • Workplace Flexibility (Flexibility to work remotely in Ottawa or from our HR office)
  • Health and Wellness Perks
  • Continuous growth opportunities, professional development training support and leadership development
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
CRM administrationHubSpot CRMCRM workflowsdata managementdata cleansingAPI integrationsHTMLCSSAI toolsCPQ
Soft Skills
attention to detailcollaborationproblem-solvinganalytical thinkingcommunicationchange managementtrainingleadershiporganizational skillsadaptability