The WFS Group
Overview
Head of CRM Services role at The WFS Group. Base pay range: $72,000.00/yr - $115,000.00/yr. The WFS Group is a fast-paced, high-performance sales agency that provides “done-for-you” sales services to leading brands in the alternative education space. The role focuses on owning and optimizing the CRM infrastructure, with emphasis on HubSpot configuration, data integrity, and system enablement to support scalable sales execution. This position oversees the entire CRM lifecycle—from design and documentation to onboarding new client accounts and ongoing optimization and governance. The goal is to make HubSpot an engine of operational excellence with seamless integrations, clear documentation, accurate data, and scalable performance. Responsibilities
Own HubSpot configuration, optimization, and maintenance across all client accounts Lead CRM setup for new accounts, including integrations with dialers, schedulers, and reporting tools Build and maintain CRM documentation (playbooks, SOPs, workflows) for org-wide consistency Collaborate with the data team to align CRM with external data pipelines and dashboards Enforce auditing, data quality standards, and pipeline discipline while overseeing CRM auditing Partner with leadership and RevOps to support forecasting and growth initiatives Continuously streamline workflows and improve user experience Act as internal escalation point and subject matter expert for HubSpot best practices Lead CRM onboarding for new hires and accounts to ensure smooth adoption Track and deliver on CRM initiatives tied to quarterly operational targets Qualifications
Have designed, configured, and optimized HubSpot across multiple teams or orgs Love building scalable systems that turn scattered workflows into predictable sales engines Are an absolute HubSpot genius and know your way around all HubSpot functionality Have deployed new CRM environments from scratch — integrations, dialers, schedulers, reporting tools included Get energy from documenting workflows, SOPs, and playbooks that stick Geek out over data integrity and accurate dashboards that leadership can actually trust Are comfortable building CRM architectures as you are refining automations and reports Have successfully led onboarding and training to ensure adoption sticks Enjoy collaborating with leadership to align CRM with GTM strategy Are passionate about standardization, scalability, and governance Want to be both a strategic architect and a hands-on CRM builder You should not Apply If You
Have only used a CRM but never configured or designed one Prefer band-aid fixes over building scalable systems Get overwhelmed by workflows, documentation, or governance Think CRMs are “set it and forget it” Need someone else to hand you a pre-built system Only have theory/certifications with no hands-on execution Avoid 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 bulletproof Core Outcomes (What Success Looks Like)
New client accounts onboarded into HubSpot and live within 30 days 100% dashboard accuracy through strict governance CRM deployments for new sales engines completed and fully configured within 30 days CRM auditing protocols enforced across all accounts with high team compliance Up-to-date documentation, SOPs, and training libraries that drive adoption Additional Details
Job Type: Full-time Pay: $72,000.00 - $115,000.00 per year Schedule: Monday to Friday Work Location: Remote Compensation Range: $72K - $115K Seniority level: Director Employment type: Full-time Job function: Business Development and Sales Industries: Business Consulting and Services
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Head of CRM Services role at The WFS Group. Base pay range: $72,000.00/yr - $115,000.00/yr. The WFS Group is a fast-paced, high-performance sales agency that provides “done-for-you” sales services to leading brands in the alternative education space. The role focuses on owning and optimizing the CRM infrastructure, with emphasis on HubSpot configuration, data integrity, and system enablement to support scalable sales execution. This position oversees the entire CRM lifecycle—from design and documentation to onboarding new client accounts and ongoing optimization and governance. The goal is to make HubSpot an engine of operational excellence with seamless integrations, clear documentation, accurate data, and scalable performance. Responsibilities
Own HubSpot configuration, optimization, and maintenance across all client accounts Lead CRM setup for new accounts, including integrations with dialers, schedulers, and reporting tools Build and maintain CRM documentation (playbooks, SOPs, workflows) for org-wide consistency Collaborate with the data team to align CRM with external data pipelines and dashboards Enforce auditing, data quality standards, and pipeline discipline while overseeing CRM auditing Partner with leadership and RevOps to support forecasting and growth initiatives Continuously streamline workflows and improve user experience Act as internal escalation point and subject matter expert for HubSpot best practices Lead CRM onboarding for new hires and accounts to ensure smooth adoption Track and deliver on CRM initiatives tied to quarterly operational targets Qualifications
Have designed, configured, and optimized HubSpot across multiple teams or orgs Love building scalable systems that turn scattered workflows into predictable sales engines Are an absolute HubSpot genius and know your way around all HubSpot functionality Have deployed new CRM environments from scratch — integrations, dialers, schedulers, reporting tools included Get energy from documenting workflows, SOPs, and playbooks that stick Geek out over data integrity and accurate dashboards that leadership can actually trust Are comfortable building CRM architectures as you are refining automations and reports Have successfully led onboarding and training to ensure adoption sticks Enjoy collaborating with leadership to align CRM with GTM strategy Are passionate about standardization, scalability, and governance Want to be both a strategic architect and a hands-on CRM builder You should not Apply If You
Have only used a CRM but never configured or designed one Prefer band-aid fixes over building scalable systems Get overwhelmed by workflows, documentation, or governance Think CRMs are “set it and forget it” Need someone else to hand you a pre-built system Only have theory/certifications with no hands-on execution Avoid 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 bulletproof Core Outcomes (What Success Looks Like)
New client accounts onboarded into HubSpot and live within 30 days 100% dashboard accuracy through strict governance CRM deployments for new sales engines completed and fully configured within 30 days CRM auditing protocols enforced across all accounts with high team compliance Up-to-date documentation, SOPs, and training libraries that drive adoption Additional Details
Job Type: Full-time Pay: $72,000.00 - $115,000.00 per year Schedule: Monday to Friday Work Location: Remote Compensation Range: $72K - $115K Seniority level: Director Employment type: Full-time Job function: Business Development and Sales Industries: Business Consulting and Services
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