Head of CRM Services

OverviewHead of CRM Services is a critical leadership role responsible for owning and optimizing the CRM infrastructure that underpins our sales execution. This role is laser-focused on HubSpot configuration, data integrity, and system enablement — ensuring every sales team operates on a clean, reliable, and scalable foundation.This isn’t just about keeping the CRM running — it’s about building systems that fuel predictable growth. If you thrive in high-performance environments, love turning chaos into clean processes, and geek out about HubSpot the way some people geek out about Netflix, this role is for you.Base pay range$72,000.00/yr - $115,000.00/yrAbout The WFS GroupWFS Group is a fast-paced, high-performance sales agency that provides “done-for-you” sales services to leading brands in the alternative education space. We close leads for clients and help them scale faster, increase revenue predictably, and transform more lives. We serve fast-growing companies that offer high-ticket educational programs across areas like real estate investing, business consulting, and sales training.We’re the team responsible for making growth happen at scale, and the Director of Sales Operations is the architect behind the scenes.Position overviewThe Head of CRM Services is a leadership role responsible for owning the CRM lifecycle, with a focus on HubSpot configuration, data integrity, and system enablement. You will oversee the entire CRM lifecycle: design and documentation, onboarding new client accounts, ongoing optimization, and governance to make HubSpot an engine of operational excellence.You’ll ensure seamless integrations, airtight documentation, accurate data, and scalable performance. This role emphasizes building systems that fuel predictable growth and aligning CRM with GTM strategy.You SHOULD Apply If YouHave designed, configured, and optimized HubSpot across multiple teams or orgsLove building scalable systems that turn scattered workflows into predictable sales enginesAre an absolute HubSpot expert and know your way around all HubSpot functionalityHave deployed new CRM environments from scratch — integrations, dialers, schedulers, and reporting tools includedGet energy from documenting workflows, SOPs, and playbooks that stickGeek out over data integrity and accurate dashboards that leadership can actually trustAre comfortable building CRM architectures as well as refining automations and reportsHave led onboarding and training to ensure adoption sticksEnjoy collaborating with leadership to align CRM with GTM strategyAre passionate about standardization, scalability, and governanceWant to be both a strategic architect and a hands-on CRM builderYou SHOULD NOT Apply If YouHave only used a CRM but never configured or designed onePrefer band-aid fixes over building scalable systemsGet overwhelmed by workflows, documentation, or governanceThink CRMs are “set it and forget it”Need someone else to hand you a pre-built systemOnly have theory/certifications with no hands-on executionAvoid data structures, KPIs, and auditing in favor of “just making it work”Don’t get excited about building a CRM environment that’s enterprise-grade and bulletproofCore Outcomes (What Success Looks Like)New client accounts onboarded into HubSpot and live within 30 days100% dashboard accuracy (Scale Scorecard, Rep Scoreboard) through strict governanceCRM deployments for new sales engines completed and fully configured within 30 daysCRM auditing protocols enforced across all accounts with high team complianceUp-to-date documentation, SOPs, and training libraries that drive adoption and reduce support needsResponsibilitiesOwn HubSpot configuration, optimization, and maintenance across all client accountsLead CRM setup for new accounts, including integrations with dialers, schedulers, and reporting toolsBuild and maintain CRM documentation (playbooks, SOPs, workflows) for org-wide consistencyCollaborate with the data team to align CRM with external data pipelines and dashboardsEnforce auditing, data quality standards, and pipeline discipline while overseeing CRM auditing teamPartner with leadership and RevOps to support forecasting and growth initiativesContinuously streamline workflows and improve user experienceAct as internal escalation point and subject matter expert for HubSpot best practicesLead CRM onboarding for new hires and accounts to ensure smooth adoptionTrack and deliver on CRM initiatives tied to quarterly operational targetsJob Type: Full-timePay: $72,000.00 - $115,000.00 per yearCompensation package: Bonus opportunitiesSchedule: Monday to FridayWork Location: RemoteCompensation Range: $72K - $115KSeniority levelDirectorEmployment typeFull-timeJob functionBusiness Development and SalesIndustries: Business Consulting and ServicesWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Created: 2025-10-06