CRM Operations Lead

A Snapshot of WFS Group:WFS is a high performance RevOps agency that installs and deploys enterprise-grade, AI-driven revenue engines and selling systems for our clients. Think of a lead generation based marketing agency…. But focused on sales 🤪Put simply, our clients outsource their sales department to us and we sell their services to help them scale faster than ever before while changing as many people’s lives as possible. We architect entire end-to-end sales solutions by designing custom sales motions, integrating battle-tested systems, developing go to market strategies powered by our proprietary playbooks, and then hiring, training, and managing a highly trained on demand sales force to deploy faster and more predictable revenue engines. The current verticals we serve are the alternative education space that sell transformative programs including everything from business consulting programs, to programs that teach people how to invest in real estate, learn mergers and acquisitions and many many more, along with the software as a service (SaaS) vertical, bringing cutting edge technology products to market. In short, we’re a full-stack RevOps implementation partner that installs full cycle turnkey selling systems for our clients.Position Overview: CRM Operations LeadThe CRM Operations Lead is a critical role focused on enhancing and scaling the CRM infrastructure that underpins our outsourced sales delivery. This role is laser-focused on HubSpot configuration, data integrity, and system enablement, ensuring that every sales team operates on a clean, reliable, and scalable CRM foundation.You will play a key role in supporting the CRM lifecycle — from system design and documentation, to deployment for new accounts, to ongoing optimization and maintenance. Working closely with CRM leadership, sales, and data teams, you’ll help strengthen the systems, processes, and standards that drive pipeline management, reporting accuracy, and sales productivity.Beyond technical execution, this role is about identifying opportunities to improve performance, streamline workflows, and elevate the overall effectiveness of our CRM ecosystem. You’ll contribute to building HubSpot into a true engine of operational excellence through improved integrations, stronger documentation, and more consistent system performance.This role is ideal for a CRM operator who thrives in a growth-driven environment and enjoys improving systems that are already in motion. You’ll contribute to CRM design and governance, support onboarding of new accounts, and help reinforce the data quality and process discipline that keeps our sales organization aligned and scalable.You SHOULD apply to this role if:You’ve designed, configured, and optimized HubSpot or other CRMs across multiple teams or organizationsYou enjoy improving and scaling existing CRM systems, not just building from scratchYou’ve supported or executed CRM deployments, including integrations with dialers, schedulers, and reporting toolsYou thrive on refining workflows and contributing to documentation, SOPs, and playbooks that improve adoptionYou care deeply about data integrity and accurate reportingYou’re comfortable auditing CRM setups and identifying gaps in structure, usage, or performanceYou can balance strategic thinking with hands-on executionYou enjoy collaborating with leadership, RevOps, and data teamsYou’re passionate about scalability, standardization, and continuous improvementYou SHOULD NOT apply to this role if:You’ve only used a CRM without configuring or optimizing itYou prefer quick fixes over long-term system improvementsYou struggle working within or improving existing systemsYou avoid auditing, data validation, or enforcing process disciplineYou need full ownership before you can make an impactYou aren’t comfortable working cross-functionally with multiple stakeholdersYou rely only on theory or certifications without hands-on executionYou’re not interested in refining and improving systems at scaleCore OutcomesCRM workflows, pipelines, and automations are continuously improved for scalability and performanceData accuracy and reporting reliability are maintained across systemsCRM inefficiencies are identified and resolved proactivelyNew accounts are supported through onboarding with strong system setup and integration alignmentCRM documentation, SOPs, and training resources are kept up-to-date and actionableCRM-related initiatives are executed in alignment with operational prioritiesResponsibilitiesSupport and drive optimization of HubSpot configuration, workflows, and overall system performanceAudit existing CRM setups and identify opportunities for improvementAssist in CRM setup, onboarding, and enhancements for new and existing client accountsCollaborate with the data team to ensure CRM configuration aligns with reporting and data pipelinesStrengthen CRM data integrity, governance, and usage standards across teamsContribute to documentation (playbooks, SOPs, workflows) to support consistency and scalabilityPartner with leadership and RevOps to support forecasting, reporting, and operational initiativesProvide support and guidance on CRM best practices and system challengesSupport onboarding of new sales hires and accounts to ensure adoption and alignmentContribute to CRM-related projects and initiatives tied to quarterly goalsJob Type: Full-timePay: $72,000.00 - $100,000.00 per yearCompensation package:Bonus opportunitiesSchedule:Monday to Friday - 9AM-6PMWork Location: RemoteCompensation Range: $72K - $100K