Sales Operations & CRM Manager

The Sales Operations & CRM Manager is the primary owner and steward of HubSpot across HULK. This role ensures HubSpot is used consistently accurately and effectively to support sales execution customer communication tracking forecasting and executive decision-making. The CRM Manager plays a critical role in maintaining clean data reliable reporting and a scalable CRM foundation that enables long-term growth of the sales organization. This role does not include direct people management responsibilities and is focused on CRM ownership governance and enablement.

Responsibilities

• Serve as the primary owner and steward of HubSpot across the organization.
• Act as the HubSpot subject matter expert and first point of contact for CRM-related questions guidance and best practices.
• Ensure consistent and correct HubSpot usage across sales and related departments.
• Establish document and enforce CRM usage standards and data entry requirements.
• Proactively identify and correct missing incomplete or inaccurate data to protect system integrity.
• Maintain CRM cleanliness to ensure trust in reporting and forecasting.
• Support sales team adoption through onboarding training guidance and ongoing reinforcement of CRM expectations.
• Partner with sales leadership to ensure HubSpot reflects real-world sales workflows and business processes.
• Reinforce accountability for CRM usage and escalate issues when standards are not being met.
• Identify sales and leadership reporting needs and translate them into clear actionable requirements.
• Partner with leadership to ensure reports and dashboards align with forecasting pipeline management and executive decision-making.
• Ensure reporting accuracy by maintaining strong CRM data discipline and usage standards.
• Serve as a liaison between business stakeholders and technical resources responsible for report and dashboard creation.
• Review and evaluate proposed CRM changes to ensure alignment with established business processes prior to deployment.
• Partner with CRM developers and technical resources to communicate business requirements priorities and desired outcomes.
• Collaborate closely with Sales Operations Leadership and technical partners to ensure CRM alignment with business needs.
• Serve as a strategic partner to sales leadership on CRM optimization and process improvement.
• Continuously evaluate and refine CRM workflows as the sales organization scales.
• Support onboarding and training of new sales team members.

Qualifications

• 5 years of experience working with CRM platforms with at least 3 years serving as a primary CRM owner or administrator (HubSpot strongly preferred).
• Proven experience supporting sales teams and leadership with CRM adoption data governance and reporting.
• Strong understanding of sales pipelines forecasting and CRM-driven reporting.
• Experience partnering with technical resources or CRM developers to translate business requirements into system solutions.
• Proven experience managing and governing HubSpot or a comparable CRM platform.
• Background in Sales Operations or Revenue Operations is a strong plus
• Experience working cross-functionally with Sales Operations and Leadership teams.
• Strong communication and stakeholder management skills.
• Detail-oriented with a high standard for data accuracy and consistency.
• Comfortable enforcing standards while maintaining strong cross-functional relationships.

Physical Demands and Work Environment

Physical Demands: This job is a mostly sedentary role; however moderate physical activity is occasionally required to stand walk sit reach carry pull lift or otherwise move objects up to 50 pounds. Employees are required to have specific vision abilities which include close and distant vision peripheral vision color vision depth perception and the ability to adjust focus. Employees are also required to talk and listen.

Work Environment: This job operates in a professional office/field/shop environment. The noise level is moderate and in a well-lit area. This role routinely uses standard office equipment such as computers phones printers photocopiers and filing cabinets.