CRM Specialist (Hubspot)

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:

We’re looking for a rockstar who can support the success of our sales teams and client accounts by owning the day-to-day execution and support of HubSpot across multiple initiatives. This person will work closely with our Head of CRM and Director of Sales Operations to ensure HubSpot is configured correctly, operating smoothly, and supporting our revenue systems at scale.

You’ll be responsible for handling HubSpot-related tasks and requests, maintaining clean and accurate data, supporting workflows and automations, assisting with reporting and dashboards, and troubleshooting issues as they arise. You’ll also collaborate with marketing and operations teams to ensure that funnels, integrations, and lifecycle systems in HubSpot are functioning properly from end to end.

While this role is HubSpot-first, you’ll occasionally support light integrations and adjacent tools (such as scheduling, dialers, or automation platforms), but HubSpot is the core system you’ll live in every day.

Thorough training on our specific HubSpot configurations, processes, and frameworks will be provided. What we’re looking for is a strong foundation in HubSpot, a systems-oriented mindset, and someone who’s excited to grow alongside a rapidly scaling organization. Hubspot certifications are a plus.

You SHOULD apply to this role if:

• You can configure HubSpot in your sleep

• You have experience implementing HubSpot end-to-end configurations

• You can build workflows to create more efficiency in the sales process

• You are an expert in HubSpot advanced reporting and visualizations

• You’ve had challenges finding your current role exciting

• You’re stuck in a mundane repeatable process working in a static environment

• You enjoy fast paced energetic environments

• You LOVE learning new things & having fun at the same time

You SHOULD NOT apply to this role if:

• You are NOT an independent thinker

• If you think it would be lame to help sales teams grow lightning fast

• If you don’t collaborate well with others in creative environments

• You are not detail oriented

• You get frustrated easily instead of looking at challenges as a puzzle to solve

• You are NOT teachable and do NOT seek personal development

• You eat your pizza with ranch (may be flexible on this one)

Major Roles & Responsibilities:

• Dynamic role with responsibilities that are centered around supporting the sales team’s growth

• Assisting the Head of CRM with onboarding and setting up new accounts and sales reps

• Ensuring all new sales reps are setup correctly from a tech stack perspective before they go live to take first calls

• Help implement and set up new tech stack, systems, & processes

• Create and manage tech integrations using HubSpot workflows (in systems like Aloware, Typeform, Instantly, Apollo, Clay)

• Build out automations and workflows in the CRM with the Head of CRM’s instruction and oversight

• Create new reports and dashboards in HubSpot

• Successfully complete the entire CRM configuration SOP for new accounts

• Resident expert on all of our sales systems & processes

• Manage rep adherence to CRM process across sales teams

• Troubleshoot lead flow issues, CRM integrations issues, or any other tech related issues