Manager, CRM Sales Systems

SUMMARY

ESSENTIAL DUTIES AND RESPONSIBILITIES

CRM Architecture & Pipeline Management

• Own and maintain HubSpot pipeline configuration including deal stages required fields properties and lifecycle stages across all venues and business lines (VS HCS Marketing)
• Standardize pipeline structures to ensure consistent data capture and reporting accuracy across all teams
• Manage all system settings integrations and data architecture in alignment with business priorities set by senior leadership
• Serve as the primary approver and builder for cross-pipeline automations ensuring changes do not impact unintended pipelines or teams

• Design build and maintain role-level dashboards and reports that enable RSPs and RBPs to actively coach escalate and hold venue teams accountable
• Develop regional and cross-venue reporting to support RBP oversight and leadership visibility
• Build and maintain leadership-level KPI reporting tied to pipeline performance adoption health and revenue outcomes
• Proactively identify reporting gaps and surface red flags including stalled deals missed follow-ups and sales process breakdowns to the appropriate leaders
  

• Conduct routine audits of contact deal and company records to identify and resolve duplicates missing data and input inconsistencies
• Define document and enforce data entry standards across all venues and pipelines
• Monitor and maintain CRM data quality

• Track platform usage by seller venue and region; proactively flag low adoption to RSPs and RBPs
• Develop and maintain adoption reporting that gives leaders a clear actionable view of HubSpot engagement across their teams
• Partner with RSPs and RBPs to establish usage expectations by role and support accountability follow-through
• Develop and deliver role-specific HubSpot training for new hires and existing users on an ongoing basis
• Maintain and update training materials onboarding guides and reference documentation as the platform evolves
• Identify and address adoption gaps through targeted reinforcement
• Build a library of documented processes for recurring platform tasks and common request types
• Manage user onboarding permission assignments and offboarding staying ahead of changes through regular review of onboarding/offboarding reports

• Serve as the single point of contact for all HubSpot requests across every team and business line
• Own the request intake process: managing the queue communicating timelines and resolving requests within established SLAs
• Prioritize requests based on business impact and urgency in coordination with leadership
• Document all changes and maintain a visible backlog so stakeholders can track request status at any time
  
  

• Own HubSpot-based marketing operations including lead routing segmentation list management lifecycle stage definitions and campaign tracking
• Build and maintain automation workflows that support scalable demand generation lead nurturing and customer engagement
• Collaborate with the Marketing team to ensure campaign performance is accurately tracked from lead to revenue within HubSpot
• Provide reporting on marketing ROI lead conversion and channel effectiveness tied to pipeline outcomes

CORE COMPETENCIES

• CRM Expertise: Deep working knowledge of HubSpot or equivalent CRM system not just navigation but architecture logic and optimization. Able to translate business needs into platform solutions.
• Analytical Thinking: Comfortable building and interpreting reports identifying trends and surfacing insights that leaders can act on. Understands what good data looks like and how to get there.
• Cross-Functional Communication: Translates technical platform concepts into plain language for non-technical stakeholders. Manages relationships across sales marketing CX and leadership without losing clarity.
• Ownership & Accountability: Operates independently follows through without being chased and takes responsibility for the health of the platform. Treats unresolved requests and data gaps as their problem to solve.
• Prioritization & Organization: Manages a multi-team request queue competing priorities and ongoing platform responsibilities without losing track of what matters most. Communicates clearly when timelines shift.
• Proactive Problem-Solving: Does not wait to be told something is broken. Monitors adoption data quality and system health and raises issues before they become performance problems.
• Training & Enablement: Able to teach platform skills to non-technical users in a way that builds lasting habits not just one-time compliance. Tailors delivery to the audience.
• Collaboration: Works well across all levels of the organization from venue sellers to senior leadership. Builds trust by being responsive consistent and straightforward.
  
  

QUALIFICATIONS

• Highly skilled communicator; exceptional interpersonal and relationship-building skills
• Demonstrated proficiency with HubSpot CRM including pipelines workflows properties reporting and user management
• Experience building and maintaining reports and dashboards for sales or operations leadership
• Strong organizational skills with the ability to manage a high volume of requests across multiple stakeholders and priorities
• Ability to work independently in a cross-functional environment with minimal day-to-day oversight
• Clear professional written and verbal communication skills
• Comfort working with distributed teams across multiple locations

• HubSpot certifications (HubSpot Marketing Sales Hub Operations Hub or CRM Administration)
• Experience in a CRM administration marketing operations or revenue operations role
• Familiarity with lead lifecycle management segmentation and marketing automation
• Experience in hospitality events or venue sales environments
• Exposure to multi-pipeline CRM environments with varied user types and access levels

EDUCATION AND EXPERIENCE

• Bachelors degree or other commensurate work experience.
• 2 years of hands-on CRM administration HubSpot preferred configuration or power-user experience required. CRM admin experience in a multi-team or multi-location environment strongly preferred.
• Experience building sales or marketing dashboards and interpreting CRM data to support leadership decision-making.
• Familiarity with email marketing lead nurturing campaign tracking and automation workflows within a CRM platform.
• Experience in hospitality events or a multi-venue sales environment is a plus but not required. Ability to learn the business quickly is essential.
• HubSpot certifications are a strong plus. Candidates without certifications but with demonstrated hands-on experience will be considered.

WORK SCHEDULE

TRAVEL DEMANDS

BENEFITS

• Generous time off with PTO holidays and sick/personal days
• 401k with a contribution match
• Insurances; health vision dental and more