CRM Administrator

Description About Us Family-owned and operated since 1970, we are an industry-leading gas distributor founded on unparalleled customer service. Our industrial, medical, food, and specialty gas products support a variety of industries that work daily to improve the world we live in, and our ongoing commitment to serve spans the southwestern United States, with locations across California and Arizona. Discover the most interesting industry you've never heard of! Position Summary The CRM Administrator is responsible for the day-to-day administration, maintenance, and optimization of HubSpot across the organization. This role partners closely with Sales, Marketing, Customer Service, and other key stakeholders to ensure CRM data is accurate, consistent, and effectively utilized. The CRM Administrator supports system configuration, workflows, reporting, and user adoption while providing training and ongoing support to help teams maximize the value of HubSpot. Through effective CRM administration and actionable reporting, this position supports customer acquisition, retention, operational efficiency, and business growth. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Serve as the primary system administrator and day-to-day point of contact for HubSpot, including Sales Hub, Marketing Hub, and Service Hub, as applicable. Administer and maintain user access, permissions, deal stages, custom properties, object associations, and other system configurations to support business processes. Develop, maintain, and troubleshoot CRM workflows and automations, including lead routing, task creation, follow-up activities, reminders, and lifecycle stage updates. Maintain CRM data integrity through ongoing monitoring, data validation, deduplication, and established data governance and entry standards. Develop and maintain dashboards and recurring reports related to sales performance, pipeline activity, customer trends, user activity, and other key business metrics. Analyze CRM data and support the identification of trends and opportunities related to customer acquisition, retention, cross-selling, upselling, and sales productivity. Partner with Sales, Marketing, Customer Service, IT, and Operations to support CRM processes, customer lifecycle activities, system enhancements, and continuous improvement initiatives. Support marketing and customer engagement activities through customer segmentation, lead scoring, lifecycle management, campaign support, and account-based marketing initiatives. Support integrations and data flow between HubSpot and other business systems, helping ensure accurate and consistent information across platforms. Provide day-to-day support to HubSpot users, troubleshoot system and user issues, and coordinate resolution of more complex technical issues as needed. Develop and deliver initial and ongoing HubSpot training for sales users and other CRM users to promote consistent system utilization, data entry, workflows, and best practices. Create, maintain, and update CRM training literature and educational resources, including standard operating procedures (SOPs), user guides, job aids, quick-reference materials, presentations, and internal knowledge-base content. Identify user training needs and adoption gaps and provide targeted coaching, refresher training, and educational resources to improve CRM proficiency and utilization. Communicate and provide training on new HubSpot features, system enhancements, processes, and workflow changes to impacted users. Identify opportunities to improve CRM functionality, business processes, reporting, and user experience based on system data, business needs, and user feedback. Stay current on HubSpot functionality and enhancements and support the implementation of relevant new features and capabilities. Perform other related duties and responsibilities as assigned. Requirements Bachelor’s degree or equivalent experience preferred 3+ years of hands-on HubSpot administration experience. Sales Hub required; Marketing Hub and/or Service Hub, preferred Demonstrated experience maintaining workflows, custom properties, and reports in HubSpot Strong understanding of B2B sales processes, ideally in distribution, industrial, or manufacturing environments Experience training and supporting non-technical end users across multiple teams or locations Strong analytical skills with the ability to help translate CRM data into actionable recommendations Strong organizational and communication skills Technical aptitude with strong business and analytical skills. Solid computer skills and use of Microsoft Office Products, including Word and Excel Supervisory Responsibility This position has no supervisory responsibilities Physical Demands An employee must meet the physical demands described here to successfully perform the essential functions of this job. While performing this job, the employee must stand for long periods, talk, hear, and use hands and fingers to operate a computer and telephone, reach the keyboard, stoop, and kneel. This person must be able to lift, carry, or set down 50+ pounds. Specific vision abilities required by this job include close vision for computer work. Travel 10-20% travel Position Type and Expected Hours of Work This is a full-time, exempt position. The position may require occasional work outside regular business hours to meet operational needs. Compensation and Benefits Annual performance-based merits Comprehensive benefits package: Medical, dental, vision, life and disability insurance Health Savings Account (HSA) and Flexible Spending Account (FSA) Voluntary accident coverage, hospitalization plans, Employee Assistance Programs (EAP’s), Wellness platform access 401(k) + company match 7 company paid holidays 3 weeks of paid time off (PTO) earned on an accrual basis Professional development opportunities and ongoing training Healthy work/life balance and a collaborative and inclusive company culture The compensation range reflects WestAir’s good-faith estimate for the base compensation expected at the time of posting. Compensation offered will be determined by the job-related factors, including skills, experience, qualifications, education, and geographic location. This job description is not intended to be all-inclusive. An employee may perform other related duties as negotiated to meet the organization’s ongoing needs. WestAir Gases and Equipment, Inc. is an Equal Opportunity Employer. #J-18808-Ljbffr Westair Gases and Equipment