Head of CRM Services

The WFS Group

full-time

Posted on: 9/6/2025

Origin: • 🇺🇸 United States

✨ AI Apply

💰 $72,000 - $115,000 per year

Lead

About the role

Own HubSpot configuration, optimization, and maintenance across all client accounts
Lead CRM setup for new accounts, including integrations with dialers, schedulers, and reporting tools
Build and maintain CRM documentation (playbooks, SOPs, workflows) for org-wide consistency
Collaborate with the data team to align CRM with external data pipelines and dashboards
Enforce auditing, data quality standards, and pipeline discipline while overseeing CRM auditing team
Partner with leadership and RevOps to support forecasting and growth initiatives
Continuously streamline workflows and improve user experience
Act as internal escalation point and subject matter expert for HubSpot best practices
Lead CRM onboarding for new hires and accounts to ensure smooth adoption
Track and deliver on CRM initiatives tied to quarterly operational targets
Oversee entire CRM lifecycle from design and documentation to onboarding, optimization, and governance

Have designed, configured, and optimized HubSpot across multiple teams or orgs
Love building scalable systems that turn scattered workflows into predictable sales engines
Are an absolute HubSpot genius and know your way around all HubSpot functionality
Have deployed new CRM environments from scratch — integrations, dialers, schedulers, reporting tools included
Get energy from documenting workflows, SOPs, and playbooks that stick
Geek out over data integrity and accurate dashboards that leadership can actually trust
Are as comfortable building CRM architectures as you are refining automations and reports
Have successfully led onboarding and training to ensure adoption sticks
Enjoy collaborating with leadership to align CRM with GTM strategy
Are passionate about standardization, scalability, and governance
Want to be both a strategic architect and a hands-on CRM builder