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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:
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