The WFS Group
Overview Head 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. You’ll oversee the entire CRM lifecycle: from design and documentation, to onboarding new client accounts, to ongoing optimization and governance. Your mission is to make HubSpot an engine of operational excellence, with seamless integrations, airtight documentation, bulletproof data, and performance at scale.
Interested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are needed. This role is with
The WFS Group , a fast-paced, high-performance sales agency that provides “done-for-you” sales services to leading brands in the alternative education space. WFS Group serves fast-growing companies that offer high-ticket educational programs and aims to scale revenue predictably while transforming more lives. Base pay range $72,000.00/yr - $115,000.00/yr Core Outcomes (What Success Looks Like)
New client accounts onboarded into HubSpot and live within 30 days 100% dashboard accuracy (Scale Scorecard, Rep Scoreboard) 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 and reduce support needs 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 team 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
Designed, configured, and optimized HubSpot across multiple teams or orgs Experience building scalable systems that turn scattered workflows into predictable sales engines Strong HubSpot expertise with hands-on experience across HubSpot functionality Experience deploying new CRM environments from scratch with integrations, dialers, schedulers, and reporting tools Proven ability to document workflows, SOPs, and playbooks that drive adoption Commitment to data integrity and trusted dashboards for leadership Experience leading onboarding and training to ensure adoption Ability to collaborate with leadership to align CRM with GTM strategy Passion for standardization, scalability, and governance Employment details
Job Type: Full-time Location: Remote Compensation package: Base salary $72,000.00 - $115,000.00 per year; Bonus opportunities Notes: This description reflects the role as described by The WFS Group. All content is focused on the Head of CRM Services responsibilities and expectations.
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Interested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are needed. This role is with
The WFS Group , a fast-paced, high-performance sales agency that provides “done-for-you” sales services to leading brands in the alternative education space. WFS Group serves fast-growing companies that offer high-ticket educational programs and aims to scale revenue predictably while transforming more lives. Base pay range $72,000.00/yr - $115,000.00/yr Core Outcomes (What Success Looks Like)
New client accounts onboarded into HubSpot and live within 30 days 100% dashboard accuracy (Scale Scorecard, Rep Scoreboard) 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 and reduce support needs 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 team 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
Designed, configured, and optimized HubSpot across multiple teams or orgs Experience building scalable systems that turn scattered workflows into predictable sales engines Strong HubSpot expertise with hands-on experience across HubSpot functionality Experience deploying new CRM environments from scratch with integrations, dialers, schedulers, and reporting tools Proven ability to document workflows, SOPs, and playbooks that drive adoption Commitment to data integrity and trusted dashboards for leadership Experience leading onboarding and training to ensure adoption Ability to collaborate with leadership to align CRM with GTM strategy Passion for standardization, scalability, and governance Employment details
Job Type: Full-time Location: Remote Compensation package: Base salary $72,000.00 - $115,000.00 per year; Bonus opportunities Notes: This description reflects the role as described by The WFS Group. All content is focused on the Head of CRM Services responsibilities and expectations.
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