The WFS Group

Sales

• Support the sales team’s growth by managing and maintaining the sales tech stack
• Assist Director of Sales Ops with onboarding and setting up new accounts and sales reps
• Ensure new sales reps are set up correctly from a tech perspective before taking live calls
• Implement and set up new tech stack, systems, and processes
• Communicate with brand marketing teams on lead flow initiatives and integrations
• Create and manage tech integrations using Zapier across systems (Pipedrive, ActiveCampaign, Typeform, OnceHub, etc.)
• Build automations and workflows in the CRM under Sales Ops instruction and oversight
• Create new reports and dashboards in CRMs
• Complete the full CRM configuration SOP for new accounts
• Own all OnceHub activity: master booking links, booking pages, resource pools, rep availability, and documentation
• Take ownership of tech-stack items in the "launching a new sales engine" SOP
• Upload and update trainings in the sales resource center
• Act as resident expert on sales systems and processes and manage rep adherence to CRM processes
• Troubleshoot lead flow issues, CRM integration failures, and other tech-related issues
• Ensure Looker Studio data accuracy

Tech Specialist – Sales

Customer Success Manager

• 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

Senior CRM Administrator, HubSpot

• 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

Tech Specialist – Sales

Senior CRM Administrator, HubSpot

Head of CRM Services