CRM Admin - Hubspot
A Snapshot of WFS Group:
WFS is a high performance RevOps agency that installs and deploys enterprise-grade, AI-driven revenue engines and selling systems for our clients. Think of a lead generation based marketing agency…. But focused on sales 🤪Put simply, our clients outsource their sales department to us and we sell their services to help them scale faster than ever before while changing as many people’s lives as possible. We architect entire end-to-end sales solutions by designing custom sales motions, integrating battle-tested systems, developing go to market strategies powered by our proprietary playbooks, and then hiring, training, and managing a highly trained on demand sales force to deploy faster and more predictable revenue engines. The current verticals we serve are the alternative education space that sell transformative programs including everything from business consulting programs, to programs that teach people how to invest in real estate, learn mergers and acquisitions and many many more, along with the software as a service (SaaS) vertical, bringing cutting edge technology products to market. In short, we’re a full-stack RevOps implementation partner that installs full cycle turnkey selling systems for our clients.
Position Overview:
This position is for a CRM Admin, a role essential to ensuring the smooth functionality of our sales systems. We’re looking for someone who’s a tech wizard and excels in maintaining the health of our CRM, auditing sales reps’ behavior, troubleshooting tech issues, and optimizing integrations. Think of this role as the backbone of our sales operation—it’s all about ensuring our systems work seamlessly, identifying improvements, auditing sales process & CRM functionality adherence, and supporting our sales team’s needs. You’ll be the expert on our sales tech stack, along with the rest of our sales integrator team, and don’t worry—extensive training will be provided on all our specific systems, platforms, and workflows.
If you’re a master of Hubspot, love sales reporting, can solve tech issues in your sleep, and thrive in a fast-paced environment, this role will keep you on your toes!
You SHOULD apply to this role if:
You have extensive experience with Hubspot CRM platforms
You have experience setting up and managing integrations through Zapier.
You enjoy auditing sales behaviors and troubleshooting CRM issues.
You’ve worked in environments where you manage the health and optimization of a CRM.
Data and dashboards excite you, and you use metrics to drive insights.
You have a background in sales ops or sales enablement.
You love working cross-functionally with sales and marketing teams.
You are highly organized and detail-oriented.
Learning new tools and platforms excites you.
You SHOULD NOT apply to this role if:
You lack experience in managing CRM systems and troubleshooting.
You find repetitive tasks boring and prefer unstructured work environments.
You aren’t great with problem-solving when it comes to tech issues.
You dislike collaborating with multiple teams to keep things running smoothly.
You avoid making decisions based on data and metrics.
You’re not adaptable and get overwhelmed easily by fast-paced environments.
You don’t like learning new tech and workflows.
Major Roles & Responsibilities:
Audit sales reps’ CRM usage to ensure best practices and adherence to processes.
Consistently identify Data accuracy and revenue leakage issues in the CRM on a daily basis.
Serve as the resident CRM expert and provide training and support to new and existing sales reps.
Demonstrate a deep understanding of the CRM reports and dashboards to quickly provide insights to sales mgmt when requested.
Audit CRM activities and follow-ups daily to ensure sales reps are on track and enforce adherence to the WFS process.
Ensure sales board and CRM revenue accuracy and consistency.
9AM-6PM - US PST time zone required
Monday-Friday