HubSpot CRM Administration Lead - REMOTE

About the job HubSpot CRM Administration Lead - REMOTE

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 AdministrationLead’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:

• Eligible for bonus
• Competitive medical, dental, and vision
• Internal training and development programs to upskill