Ensure clean CRM data, provide user support, maintain accurate records, monitor lead routing, and facilitate user adoption of new workflows.
Maintain daily operations of the revenue engine: ensure clean data, reliable routing, responsive CRM support, and accurate product records, allowing frontline teams to sell and serve seamlessly.
MissionBe the hands-on owner of CRM health and user enablement—fix the data, clear blockers, and make the process the easiest way to work.
Core Responsibilities- CRM Support & Administration
- Triage user tickets (access, views, lists, reports, automations) and close within SLA.
- Build/maintain Saved Views, lists, dashboards, and routine workflow updates.
- Data Hygiene Execution
- Daily sweeps for duplicates, missing required fields, and unassociated documents.
- Maintain product mix accuracy (current and historical) on Company records;
- Routing & Safety Nets
- Monitor lead routing, response timers, and escalation rules; keep one-sequence-per-contact guardrail intact.
- Resolve ownership conflicts quickly and document outcomes.
- Release Enablement
- Prepare release notes and quickstart guides when processes or fields change.
- Run short Looms or office hours for user adoption.
- Quality Assurance
- Spot-check key processes (e.g., MQL handling, handoff completeness, save-motion triggers) and log defects for fix.
- Can merge records, correct field values, and update associations following policy.
- Can unenroll contacts from conflicting sequences and reassign per routing rules.
- Recommends (but does not approve) changes to lifecycle/definitions.
- Ticket SLA: % of CRM tickets resolved on time; user CSAT.
- Data Health: duplicate rate, field completeness, doc association accuracy.
- Process Integrity: % of MQLs handled within SLA; collision attempts resolved; routing errors per 1,000 leads.
- Enablement: adoption of new views/workflows; release-note open rates.
- Works daily with Sales, Marketing, CS managers, and the Head of RevOps.
- Coordinates with BI/IT on integrations; with Finance for quote/contract alignment.
- 1 to 3 years of experience in CRM administration or support (HubSpot experience preferred).
- Strong attention to detail, a service-oriented mindset, and clear written communication skills.
- Comfortable working with spreadsheets, quality assurance checklists, and light automation tasks.
- Flexible and able to manage multiple projects and tasks simultaneously.
- 1 to 3 years of experience with G Suite is required.
- A general understanding of core principles of data governance is required.
Top Skills
CRM
Google Suite
Hubspot
Dealer eProcess Lisle, Illinois, USA Office
701 Warrenville Road, Suite 300, Lisle, IL, United States, 60532
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