The WFS Group

Customer Success Manager

• Support the success of our sales teams and client accounts by owning the day-to-day execution and support of HubSpot across multiple initiatives
• Work closely with Head of CRM and Director of Sales Operations
• Ensure HubSpot is configured correctly, operating smoothly, and supporting our revenue systems at scale
• Handle HubSpot-related tasks and requests, maintaining clean and accurate data, supporting workflows and automations, assisting with reporting and dashboards, and troubleshooting issues
• Collaborate with marketing and operations teams to ensure funnels, integrations, and lifecycle systems in HubSpot are functioning properly from end to end
• Support light integrations and adjacent tools such as scheduling, dialers, or automation platforms
• Receive thorough training on the specific HubSpot configurations, processes, and frameworks

CRM Specialist – Hubspot

Sales

• Evaluates lead flow ratios and rep capacity on a daily basis
• Works closely with marketing teams on lead flow initiatives to ensure profitable return on ad spend for our accounts
• Tracks and monitors sales reps’ pipelines to ensure best lead management practices
• Consistently managing out of the CRM to find and prevent missed opportunities
• Run all daily sales syncs
• Create sales trainings for sales training center (STC)
• Enforce adherence to sales process SOPs
• Reviews and analyzes calls recordings and creates call reviews for training purposes
• Helps strategize deals with sales reps to increase sales
• Maintains projections and manages sales quotas
• Track and evaluate sales rep performance to make data driven decisions
• Exemplify the WFS core values & display rep spotlights
• Review all end of day reports from sales reps
• Attend all account status meetings
• Study account offers/product knowledge (training center resident expert)
• Communicate staffing needs based on capacity & performance
• Assist the CSO & recruiting team in interviewing and hiring new sales reps
• Onboarding, training, and ramping new sales reps
• Identify sales enablement assets & process improvements
• Work with the sales integrators on all data, reporting, & CRM accuracy
• Communicate to sales integrator all tech related tasks
• Takes complete revenue ownership

High Ticket Sales Director

Sales Development Rep

• Generate leads and schedule appointments for product presentations and sales pitches.
• Arrange and coordinate meetings between prospective customers and closers.
• Attend sales team meetings and training sessions as directed by management.
• Following up with potential customers who expressed interest but never committed to move forward in the sales process.
• Consistently increase product knowledge by consuming the content in the sales training center.
• Participate in daily sales syncs via zoom to discuss sales initiatives, study sales call game tape, and strategize around the pipeline.
• Engage in question led discovery dialogue to identify challenges, pain points, and gaps that create the need, desire, & urgency for WFS offers.
• Build relationships with leads, using a consultative sales approach to understand their goals, objectives, and dominant buying motives.
• Utilize WFS sales material to ensure leads consume content prior to showing up to the call with a closer
• Achieve or exceed sales appointment quotas and targets, consistently meeting or exceeding sales performance expectations.
• Adhere to CRM best practices to track and manage sales activities, including lead management, follow-up, and accurate forecasting.
• Collaborate with cross-functional teams to ensure a seamless and successful sales process.
• Display WFS core values at all times to contribute to a high performance culture.

Sales Development Representative

Video Editor

• Create and edit short-form viral content for Instagram Reels, TikTok, YouTube Shorts
• Edit long-form YouTube content with strong pacing, storytelling, and retention strategy
• Repurpose long-form content into high-performing short-form clips
• Apply trend-aware editing styles, captions, formats, and posting strategies
• Add captions, b-roll, sound effects, pattern interrupts, and motion graphics where appropriate
• Collaborate with leadership, marketing, and sales teams on content direction
• Organize and manage content files and publishing workflows
• Iterate quickly based on performance data and feedback
• Stay current on platform trends, algorithm shifts, and emerging content formats
• Contribute ideas for hooks, angles, and creative direction
• Support brand growth through consistent, high-performing content execution

• Consistently increase product knowledge by consuming the content in the sales training center.
• Participate in daily sales syncs via zoom to discuss sales initiatives, study sales call game tape, and strategize around the pipeline.
• Follow the WFS proprietary selling framework to take leads through the sales process (training provided).
• Engage in deep question led discovery dialogue to identity challenges, pain points, and gaps that create the need, desire, & urgency for WFS products and services.
• Build and maintain relationships with leads, using a consultative sales approach to understand their goals, objectives, and dominant buying motives.
• Utilize WFS sales material & tools to deliver persuasive sales presentations via zoom that speak to core desires, highlighting the key benefits and value of WFS products and services.
• Achieve or exceed sales quotas and targets, consistently meeting or exceeding sales performance expectations.
• Adhere to CRM best practices to track and manage sales activities, including lead management, follow-up, and accurate forecasting.
• Collaborate with cross-functional teams to ensure a seamless and successful sales process.
• Display WFS core values at all times to contribute to a high performance culture.

High Ticket Sales Closer

• 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.

CRM Admin – Hubspot

QA Automation Engineer

• Build and deploy AI agents to automate internal WFS workflows
• Implement automations using established AI and integration tools
• Maintain and optimize existing workflows for reliability and performance
• Collaborate with leadership to prioritize high-impact automation use cases
• Document workflows and automation logic clearly
• Monitor automation outcomes and suggest improvements

AI Automation Engineer

Revenue Operations

• Ensure WFS’s revenue infrastructure gets built, integrated, and executed without chaos, burnout, or missed timelines
• Drive complex, multi-week and multi-month initiatives across funnels, CRM systems, and revenue tech stack integrations, and account onboarding
• Own the project map, sequencing, capacity planning, and execution cadence
• Partner with COO and CEO on quarterly strategic priorities tied to revenue operations
• Define how to execute on leadership's vision by translating strategy into structured workstreams and detailed project plans
• Manage multiple initiatives, surface tradeoffs, and bring clarity when scope is fuzzy
• Restore order when execution gets messy
• Serve as the central intake and orchestration point for Rev Ops project requests
• Build comprehensive project maps and plans for onboarding initiatives
• Track dependencies, risks, and constraints during high-intensity onboarding periods
• Drive the execution roadmap across Rev Ops and adjacent teams