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CRM Architect

Roles & Responsibilities

  • Proven experience architecting CRM platforms across HubSpot and Salesforce
  • Strong data modeling, governance, and CRM standards (data models, naming conventions, validation rules, system-of-record decisions)
  • Experience designing and governing cross-platform integrations and automation frameworks
  • Ability to partner with Growth Operations Manager to plan platform decisions, rollout planning, testing strategies, and phased implementations

Requirements:

  • Architect and stand-up CRM platforms from the ground up in HubSpot and/or Salesforce, including objects, fields/properties, relationships, lifecycle stages, pipelines, permissions, and governance models
  • Analyze existing HubSpot and Salesforce implementations to understand current architecture, automation, integrations, and reporting, identifying strengths, gaps, technical debt, and opportunities for simplification or redesign
  • Translate CRM functionality between platforms (Salesforce ↔ HubSpot) by determining what should be replicated, redesigned, or deprecated to improve scalability, maintainability, and clarity
  • Design and govern system-level automation frameworks across both platforms, including routing, lifecycle progression, handoffs, notifications, and enforcement rules

Job description

Job Summary

The CRM Architect is responsible for analyzing, designing, building, and governing scalable CRM platforms across HubSpot and Salesforce. This role is intentionally platform‑agnostic and is accountable for architecting clean, durable CRM systems from the ground up or re‑architecting existing implementations based on business needs, scalability, and long‑term maintainability.

As the technical authority for CRM architecture, this role owns data models, automation frameworks, integrations, and governance standards while partnering closely with the Growth Operations Manager, who owns strategy, prioritization, and outcomes.

This role defines the blueprint that other Growth Operations roles execute against, focuses on system architecture, platform design, and long‑term technical health—not day‑to‑day execution, queue management, or frontline operational support.

 

Expectations

You are expected to demonstrate integrity and trust in all interactions, both within the company and with clients, affiliates, competitors, and the industry. Speak up with your ideas and opinions, especially when they offer a different perspective, and show resilience during challenging times. Strive to deliver exceptional, “WOW” experiences to colleagues and clients, balance quality with meeting deadlines, and contribute to the future growth and improvement of our organization. Your role is to positively impact our people, products, processes, and outcomes, making lives better both internally and externally.

 

Key Responsibilities

  • Architect and stand-up CRM platforms from the ground up in HubSpot and/or Salesforce, including objects, fields/properties, relationships, lifecycle stages, pipelines, permissions, and governance models.
  • Analyze existing HubSpot and Salesforce implementations to understand current architecture, automation, integrations, and reporting, identifying strengths, gaps, technical debt, and opportunities for simplification or redesign.
  • Translate CRM functionality between platforms (Salesforce ↔ HubSpot) by determining what should be replicated, redesigned, or deprecated to improve scalability, maintainability, and clarity.
  • Design and govern system‑level automation frameworks across both platforms, including routing, lifecycle progression, handoffs, notifications, and enforcement rules.
  • Define and enforce CRM data models, standards, naming conventions, validation rules, and system‑of‑record decisions to ensure trusted reporting and operational integrity.
  • Architect and oversee integrations between CRM platforms and adjacent systems (e.g., product, billing, support, marketing, administrative tools), including API usage and data‑sync logic.
  • Serve as the technical authority and decision‑maker for CRM architectural changes, balancing immediate business needs with long‑term platform health.
  • Document CRM architecture, data models, automation logic, and governance standards in a clear, durable, and reusable manner.
  • Partner with the Growth Operations Manager on platform decisions, rollout planning, testing strategies, and phased implementations across teams.

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