Responsibilities

• Engage directly with clients to understand their business challenges, pain points, and goals. Work with CRM team members to map out solutions that deliver measurable value.
• Configure and build tailored CRM solutions within Salesforce and HubSpot to meet client requirements, ensuring systems align with business objectives.
• Develop clear process documentation and provide comprehensive training to clients on new processes and systems, ensuring a seamless transition and long-term adoption.
• Lead operational improvements to enhance clients’ go-to-market strategies and business initiatives.
• Analyze data and workflows to identify gaps, prioritize revenue opportunities, and optimize processes.
• Partner with clients to execute go-to-market strategies, manage projects effectively, and engage senior stakeholders to drive impactful change.

Requirements

• A track record of meeting measurable goals — client satisfaction rates, project completion timelines, and revenue impacts.
• Self-awareness and adaptability in client-facing roles; ability to communicate complex technical details in simple language to clients, and ability to translate simple business requirements into technical details for execution.
• Project Management: ability to manage timelines, establish priorities, lean on and work with internal team resources, and maintain budgets effectively.
• CRM Expertise: Strong experience with Salesforce (Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud Account Engagement) and HubSpot (Sales Hub, Marketing Hub, Service Hub).
• Integrations Knowledge: Familiarity with common CRM integrations on the Salesforce AppExchange and HubSpot App Marketplace, as well as the native HubSpot–Salesforce integration. Experience with third-party tools including ZoomInfo, Conga (Composer and CongaSign), Zapier, DLRS, and Jitterbit.
• Customization & Documentation: Skilled in CRM customization and in creating detailed process documentation and delivering training to ensure effective client onboarding.
• Client-Focused Communication: Confident and comfortable speaking with business leaders, able to distill complex issues into actionable insights and solutions.
• Background: Experience in RevOps, Sales Ops, Marketing Ops, CRM administration, or a similar role, ideally within an agency setting.
• Business Acumen: Strong understanding of B2B business models and customer-facing teams.
• Collaborative Approach: A team player with initiative, capable of independently leading projects and engaging with cross-functional teams.

Preferred

• Salesforce Platform Administrator
• Salesforce Sales Cloud Consultant
• HubSpot Sales Hub Certification
• HubSpot Marketing Hub Certification
• Additional Salesforce and HubSpot certifications are a plus.