The WFS Group

CRM Operations Lead

The WFS Group

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $72,000 - $100,000 per year

Job Level

Senior

About the role

  • Support and drive optimization of HubSpot configuration, workflows, and overall system performance
  • Audit existing CRM setups and identify opportunities for improvement
  • Assist in CRM setup, onboarding, and enhancements for new and existing client accounts
  • Collaborate with the data team to ensure CRM configuration aligns with reporting and data pipelines
  • Strengthen CRM data integrity, governance, and usage standards across teams
  • Contribute to documentation (playbooks, SOPs, workflows) to support consistency and scalability
  • Partner with leadership and RevOps to support forecasting, reporting, and operational initiatives
  • Provide support and guidance on CRM best practices and system challenges
  • Support onboarding of new sales hires and accounts to ensure adoption and alignment
  • Contribute to CRM-related projects and initiatives tied to quarterly goals

Requirements

  • You’ve designed, configured, and optimized HubSpot or other CRMs across multiple teams or organizations
  • You enjoy improving and scaling existing CRM systems, not just building from scratch
  • You’ve supported or executed CRM deployments, including integrations with dialers, schedulers, and reporting tools
  • You thrive on refining workflows and contributing to documentation, SOPs, and playbooks that improve adoption
  • You care deeply about data integrity and accurate reporting
  • You’re comfortable auditing CRM setups and identifying gaps in structure, usage, or performance
  • You can balance strategic thinking with hands-on execution
  • You enjoy collaborating with leadership, RevOps, and data teams
  • You’re passionate about scalability, standardization, and continuous improvement.
Benefits
  • Bonus opportunities
Applicant Tracking System Keywords

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

Hard Skills & Tools
HubSpotCRM configurationCRM optimizationCRM deploymentdata integrityworkflow refinementauditing CRM setupsreporting toolsSOPsplaybooks
Soft Skills
strategic thinkingcollaborationguidanceproblem-solvingcommunicationadaptabilityattention to detailcontinuous improvementscalabilitystandardization