CRM Solutions Lead

🕒 August 28

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🏆 Customer Success

👻 Ghost score 35%

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PLUM Commercial Real Estate Lending

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2015

💼 Consulting

🏥 Healthcare

🏨 Hospitality

Consulting • Healthcare • Hospitality

PLUM Commercial Real Estate Lending is a finance company specializing in commercial real estate loans for high-quality borrowers, offering a range of lending options from $1 million to over $100 million. The firm focuses on providing tailored lending solutions across various property types, including retail and self-storage. With an experienced team led by industry veterans, PLUM is committed to optimizing financing strategies for its clients in the commercial real estate sector.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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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