HubSpot CRM Administration Lead

SalesWorks is looking for a detail-oriented, self-directed, and creative problem solver to support client services in the field of sales operations as a HubSpot CRM Administration Lead.

A successful candidate will be responsible for directly interacting with SalesWorks clients and enabling them to achieve their objectives related to managing and developing sales and demand generation-related software, such as CRM, sales enablement tools, marketing automation tools, and other database platforms.

This role requires someone with a high degree of familiarity with the aforementioned technologies, preferably HubSpot. The Hubspot CRM Administration Lead should also be able to recognize the data entry and reporting requirements related to a B2B sales ecosystem and communicate those topics at a professional level with sales executives, managers, and execution personnel. 

The HubSpot CRM Administration Lead’s responsibilities will include, but are not limited to:

• Performing hands-on, technical platform administration on common sales software, including:

  • Salesforce.com (esp. Sales Cloud, CPQ)

  • HubSpot (esp. CRM, Sales Hub, & Operations Hub)

  • MS Dynamics

  • SalesLoft

  • Outreach.io

  • LinkedIn Sales Navigator

  • Drift

  • Cognism

  • ZoomInfo

• Technical platform administration tasks may include:
  • Implementing, managing, and troubleshooting native third-party app integrations
  • Updating fields, record layouts, views, and other UI elements
  • Designing and building native reports and dashboards within CRM or sales enablement applications
  • Designing and building automated processes using native functionality within CRM or sales enablement applications
  • Designing and managing user infrastructure within CRM or sales enablement applications, including permissioning and role assignments.
  • Conducting data audits to identify unused or low-impact fields within the client’s data schema
  • Identifying and recommending processes for data procurement using third-party database tools like Cognism and ZoomInfo
• Participating in or leading the development of client-facing user guides, tutorials, and other documentation that enables self-service support as a part of client service delivery.
• Managing live (virtual) and written communication with clients to set expectations and priorities, provide updates on works-in-progress, and present completed products.
• Monitoring time spent on client projects and working within budgeted hours to complete work.
• Informing senior SalesWorks team members of project progress and proactively identifying potential challenges to completion.
• Actively looking for potential signs and opportunities for additional work based on client needs (i.e. account development).
• Engaging in continuous product knowledge development to stay apprised of sales technology best practices and capabilities.

The Requirements:

• 1-4 years of experience in an operations function.

• Certifications or 2-3 years of experience on CRM or sales enablement platforms described above.
  • Demonstrated experience with HubSpot and at least one sales enablement tool (SalesLoft, Outreach, etc.) preferred

• Responsive, service-oriented attitudes are a huge plus.

• Strong organizational skills with ability to effectively prioritize and engage in time management.
• Strong investigative skills pertaining to operationally defining issues and researching their potential causes and solutions.
• At least an emerging interest, if not experience, with the principles of information hierarchy, data structure, and data science.
• Excellent communication skills. Able to describe complex issues in relatively basic terms
  • Able to describe complex issues in relatively basic terms

  • Practices closed-loop communication

  • Proactively raises questions or issues to key stakeholders
  • Capable of assessing multiple possible solutions to a problem and effectively communicating the risks and benefits of different approaches

The Perks:

• Competitive salary

• Start-up, agile environment

• Eligible for bonus

• Competitive medical, dental and vision

• Internal training and development programs to upskill