CRM Operations Lead

This is a fully remote position, open to applicants in United States.

📋 Description

• Configure, manage, and continually enhance HubSpot workflows, pipelines, properties, automations, views, and other CRM functionalities.

• Conduct audits of CRM environments to uncover opportunities for enhancing structure, usability, efficiency, and performance.

• Diagnose CRM issues and determine their root causes.

• Assess processes and suggest automation and system enhancements.

• Assist with CRM setup and deployment for new client accounts.

• Tailor CRM environments to align with client sales strategies and operational needs.

• Oversee CRM integrations with dialers, scheduling tools, reporting applications, and various sales technologies.

• Ensure that new environments adhere to predefined configuration and data standards.

• Safeguard CRM data integrity and establish precise, consistent data-entry protocols.

• Review CRM data and system usage to identify gaps, inconsistencies, and process failures.

• Collaborate with the data team on CRM configuration, reporting, analytics, and downstream data pipelines.

• Establish and uphold CRM governance standards.

• Create and maintain CRM documentation, SOPs, workflows, playbooks, and process manuals.

• Simplify complex CRM processes into accessible resources for sales and operations teams.

• Assist in onboarding new sales personnel and account teams.

• Offer guidance on CRM best practices and troubleshoot system issues.

• Collaborate with RevOps and sales leadership on forecasting, reporting, pipeline management, and operational projects.

• Identify CRM bottlenecks that impact sales productivity and revenue visibility.

• Support CRM projects aligned with quarterly objectives and wider company initiatives.

• Suggest enhancements to Curvion Blue’s revenue infrastructure.

⛳️ Requirements

• Practical experience in designing, configuring, optimizing, or administering HubSpot or another CRM at a significant level.

• Experience in supporting CRM environments across multiple teams, business units, or organizations.

• Familiarity with CRM deployments, migrations, or implementations.

• Experience in integrating CRM systems with dialers, schedulers, reporting tools, or other sales technologies.

• Ability to automate repetitive tasks and reduce operational friction.

• Strong emphasis on data integrity, accurate reporting, and system governance.

• Capability to audit CRM environments and identify gaps in structure, usage, configuration, or performance.

• Ability to translate business needs into effective CRM solutions.

• Capacity to balance strategic thinking with hands-on execution.

• Experience in creating documentation, SOPs, playbooks, and processes.

• Ability to work collaboratively across functions with RevOps, sales, data, and leadership teams.

• Familiarity with HubSpot workflows, pipelines, properties, automations, views, and CRM configuration.

• Experience in troubleshooting CRM issues and identifying underlying causes.

• Experience in coordinating CRM integrations with dialers, scheduling tools, reporting applications, and other sales technologies.

• Experience in maintaining CRM data integrity and governance standards.

• Experience in supporting reporting, analytics, and downstream data pipelines.

• Experience in onboarding or training sales hires and account teams.

• Experience with forecasting, reporting, pipeline management, and revenue operations.

• No specific educational credentials are required.

🏝️ Benefits

• Bonus opportunities.

• Remote work options.

• Monday to Friday, 9:00 AM to 6:00 PM schedule.