Remotery

Sales & Revenue Operations Administrator

atMultiview Financial SoftwareRemoteCA flagCanadaFull-timeRevenue OperationsMid-levelSeniorC$90k – C$120k/year

Posted Aug 7

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

📋 Description

• Act as the primary administrator and system authority for HubSpot within the Sales, Client Success, and Marketing departments.

• Develop, manage, and enhance CRM workflows, automations, routing logic, pipelines, objects, properties, lifecycle stages, permissions, and integrations.

• Maintain data integrity through validation rules, process controls, regular audits, data cleaning, management, and segmentation.

• Create and oversee reports and dashboards that reflect metrics for sales, Client Success, Marketing, and operations.

• Evaluate trends and deliver actionable insights and recommendations to aid in decision-making and performance enhancement.

• Establish KPIs and measurement frameworks in collaboration with Sales and go-to-market leadership.

• Connect CRM data with external systems, databases, ERP, analytics platforms, and customer support tools like Zendesk and Wrike.

• Document, refine, and scale revenue processes; identify inefficiencies and implement CRM-driven automation solutions.

• Assist with forecasting, pipeline assessments, territory analysis, and capacity evaluations.

• Develop documentation, best practices, usage guidelines, and training resources.

• Serve as the main HubSpot support contact for user inquiries, training, and troubleshooting.

• Encourage CRM adoption, productivity, compliance, and uniform system usage across teams.


⛳️ Requirements

• A Bachelor's degree in marketing, Business, Information Systems, Communications, or a related field.

• Over 5 years of practical experience in CRM administration.

• Proficient in building and maintaining CRM workflows, reports, custom properties, and integrated tools using HubSpot CRM.

• Experience in defining, constructing, and sustaining CPQ and other automated workflows, processes, and related tools across teams.

• Proven experience in cleaning, managing, and segmenting extensive data sets.

• Strong attention to detail.

• Comprehensive understanding of CRM best practices within the SaaS industry.

• Proficient to advanced expertise with HubSpot CRM, Marketing Hub, Sales Hub, and Service Hub.

• Advanced skills in Excel.

• Familiarity with HubSpot import/export, deduplication, and data cleansing tools.

• Proficiency in API integrations, webhooks, or other system integration tools.

• Basic knowledge of HTML/CSS and email template design is an advantage.

• Experience in B2B SaaS implementations of CRM solutions.

• Strong analytical and problem-solving capabilities.

• Ability to clearly and efficiently communicate with diverse audiences.

• Capacity to work independently with minimal supervision while managing multiple schedules and deadlines.

• Familiarity with GDPR, HIPAA, or data privacy regulations is a plus.

• Submission of a resume and cover letter is required.


🏝️ Benefits

• Competitive compensation package with benefits.

• Four weeks of vacation to begin.

• Additional paid time off to enhance work-life balance, wellness, and mental health days.

• Company-funded Extended Health, Dental, Vision, and more.

• Flexibility in the workplace.

• Health and wellness perks.

• Opportunities for continuous growth.

• Support for professional development training.

• Leadership development initiatives.

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