CRM Solutions Lead

🕒 Agosto 28

🇺🇸 Estados Unidos – Remoto (EUA)

⏰ Tempo Integral

🟠 Sênior

🏆 Sucesso do Cliente

👻 Score fantasma 34%

O que significa: a chance de ninguém estar realmente contratando para esta vaga.Como ler: 60% ou mais significa que achamos que é uma vaga fantasma. Pontuações mais baixas preocupam menos.Como pontuamos: tempo em aberto, republicações, vagas abertas vs tamanho do time, rapidez para fechar vagas, e se o salário está divulgado.Observação: é uma estimativa de dados públicos, não um julgamento da empresa. Vagas reais podem ter pontuação alta, então use como uma dica, não como um fato.

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PLUM Commercial Real Estate Lending

SiteLinkedInTodas as Vagas

11 - 50 funcionários

Fundada em 2015

💼 Consultoria

🏥 Saúde

🏨 Hospitalidade

Consulting • Healthcare • Hospitality

A PLUM Commercial Real Estate Lending é uma empresa de finanças especializada em empréstimos imobiliários comerciais para mutuários de alta qualidade, oferecendo uma variedade de opções de financiamento de $1 milhão a mais de $100 milhões. A empresa foca em fornecer soluções de financiamento sob medida para vários tipos de propriedades, incluindo varejo e autoarmazenamento. Com uma equipe experiente liderada por veteranos da indústria, a PLUM está comprometida em otimizar estratégias de financiamento para seus clientes no setor imobiliário comercial.

Descrição

• Own CRM data end to end for client implementations • Work directly with clients to understand their CRM usage across Salesforce, HubSpot, GoHighLevel, Zoho and other systems • Diagnose CRM data quality problems • Define how CRM data maps into the company data warehouse • Turn CRM data into actionable campaign segments • Own ongoing execution for live clients, including loads, extracts, dedupes and segment builds • Work with client sales, marketing and technical teams in discovery sessions • Serve as technical lead in client relationships • Document CRM structures, including object models, custom objects and fields, picklists, record types, relationships, automations and integrations • Profile standard and custom CRM objects for completeness, duplication, staleness, formatting inconsistency, invalid values and broken relationships • Quantify data quality findings • Recommend source-side fixes, company-side resolutions and exclusions to clients • Translate available data into technically buildable and commercially meaningful segments with campaign teams • Build source-to-target mappings into the data warehouse, including transformation logic, data types, picklist normalization, null handling, identity resolution keys and sync cadence • Partner with data engineering and data science on ingestion builds through build, testing and reconciliation • Supply field definitions, business logic, sample data and validation rules • Load records into client CRMs and extract records at volume using native tools, data loaders and REST/Bulk APIs • Own staging, dry runs, dedupe rules and rollback plans

🎯 Requisitos

• 5+ years in RevOps, marketing ops, GTM engineering, solutions consulting, sales engineering or CRM consulting, with real operational ownership • Direct experience owning client relationships and leading client-facing engagements • Ability to run discovery sessions with skeptical stakeholders • Comfortable presenting evaluation findings and recommendations to client stakeholders, including critical findings about existing data or processes • At least 3 years of deep, hands-on experience with at least two major CRMs; Salesforce and HubSpot preferred • Knowledge of CRM object models, admin configuration, import/export tooling, REST and Bulk APIs • Proven bulk data operations at volume, including loads, upserts, merges, dedupes and write-backs into production systems • Judgment to perform bulk operations safely • Data quality experience including profiling, deduplication, standardization, enrichment and identity resolution • SQL proficiency • Strong spreadsheet skills • Experience producing source-to-target mapping documentation for an engineering audience • Clear written communication • Working knowledge of GoHighLevel, Zoho, Dynamics, Pipedrive or Close preferred • Python or similar for profiling, transformation scripts and API-driven bulk operations preferred • Familiarity with warehouse and ELT stacks such as Databricks, dbt and Fivetran; Snowflake, BigQuery, Redshift or Airbyte experience also translates well • Experience in commercial real estate or real estate preferred • Comfortable using AI tools for profiling data, drafting mapping documentation, understanding unfamiliar CRM schemas and scripting one-off transformations preferred

🏖️ Benefícios

• A fast-paced, collaborative startup culture with high visibility • Autonomy and flexibility • Flat corporate structure with opportunity for direct input to be realized and put into action • Opportunity to make a meaningful impact in building a company and culture • Equity in a financial technology startup • Generous health, dental, and vision coverage for employees and family members • 401K • Eleven paid holidays • Unlimited discretionary vacation days • Competitive compensation and bonus potential

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