CRM Operations Lead

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The WFS Group

WebsiteLinkedInAll Job Openings

1 - 10 employees

🤝 B2B

🏢 Enterprise

🎯 Recruiter

B2B • Enterprise • Recruitment

The WFS Group is a company specializing in the recruitment, training, and management of sales teams on a performance-only basis. They focus on enabling businesses to concentrate on their core functions while they handle the sales aspect, driving revenue and promoting aggressive growth with enterprise-level sales operations that require no overhead. Clients only pay for results, making their services cost-effective and performance-driven.

📋 Description

• Support and drive optimization of HubSpot configuration, workflows, and overall system performance • Audit existing CRM setups and identify opportunities for improvement • Assist in CRM setup, onboarding, and enhancements for new and existing client accounts • Collaborate with the data team to ensure CRM configuration aligns with reporting and data pipelines • Strengthen CRM data integrity, governance, and usage standards across teams • Contribute to documentation (playbooks, SOPs, workflows) to support consistency and scalability • Partner with leadership and RevOps to support forecasting, reporting, and operational initiatives • Provide support and guidance on CRM best practices and system challenges • Support onboarding of new sales hires and accounts to ensure adoption and alignment • Contribute to CRM-related projects and initiatives tied to quarterly goals

🎯 Requirements

• You’ve designed, configured, and optimized HubSpot or other CRMs across multiple teams or organizations • You enjoy improving and scaling existing CRM systems, not just building from scratch • You’ve supported or executed CRM deployments, including integrations with dialers, schedulers, and reporting tools • You thrive on refining workflows and contributing to documentation, SOPs, and playbooks that improve adoption • You care deeply about data integrity and accurate reporting • You’re comfortable auditing CRM setups and identifying gaps in structure, usage, or performance • You can balance strategic thinking with hands-on execution • You enjoy collaborating with leadership, RevOps, and data teams • You’re passionate about scalability, standardization, and continuous improvement.

🏖️ Benefits

• Bonus opportunities