The WFS Group
Overview
Head of CRM Services role at
The WFS Group . This leadership position owns and optimizes the CRM infrastructure, with a laser focus on HubSpot configuration, data integrity, and system enablement to support scalable sales execution. This role involves overseeing the entire CRM lifecycle—from design and documentation to onboarding new client accounts and ongoing optimization and governance—to make HubSpot an engine of operational excellence. Base pay range
$72,000.00/yr - $115,000.00/yr You SHOULD Apply If You:
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 expert 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 Care about data integrity and accurate dashboards that leadership can trust Are comfortable building CRM architectures as well as refining automations and reports Have led onboarding and training to ensure adoption Enjoy collaborating with leadership to align CRM with GTM strategy Care about standardization, scalability, and governance You SHOULD NOT Apply If You:
Have only used a CRM but never configured or designed one Prefer quick fixes over building scalable systems Get overwhelmed by workflows, documentation, or governance Think CRMs are “set it and forget it” Need a pre-built system handed to you 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 an enterprise-grade, bulletproof CRM environment 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 governance CRM deployments for new sales engines completed and fully configured within 30 days CRM auditing protocols enforced with high team compliance Up-to-date documentation, SOPs, and training libraries that drive adoption 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 Job details
Job Type: Full-time Pay: $72,000.00 - $115,000.00 per year Compensation package: Bonus opportunities Schedule: Monday to Friday Work Location: Remote Seniority level: Director Employment type: Full-time Job function: Business Development and Sales Industries: Business Consulting and Services
#J-18808-Ljbffr
Head of CRM Services role at
The WFS Group . This leadership position owns and optimizes the CRM infrastructure, with a laser focus on HubSpot configuration, data integrity, and system enablement to support scalable sales execution. This role involves overseeing the entire CRM lifecycle—from design and documentation to onboarding new client accounts and ongoing optimization and governance—to make HubSpot an engine of operational excellence. Base pay range
$72,000.00/yr - $115,000.00/yr You SHOULD Apply If You:
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 expert 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 Care about data integrity and accurate dashboards that leadership can trust Are comfortable building CRM architectures as well as refining automations and reports Have led onboarding and training to ensure adoption Enjoy collaborating with leadership to align CRM with GTM strategy Care about standardization, scalability, and governance You SHOULD NOT Apply If You:
Have only used a CRM but never configured or designed one Prefer quick fixes over building scalable systems Get overwhelmed by workflows, documentation, or governance Think CRMs are “set it and forget it” Need a pre-built system handed to you 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 an enterprise-grade, bulletproof CRM environment 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 governance CRM deployments for new sales engines completed and fully configured within 30 days CRM auditing protocols enforced with high team compliance Up-to-date documentation, SOPs, and training libraries that drive adoption 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 Job details
Job Type: Full-time Pay: $72,000.00 - $115,000.00 per year Compensation package: Bonus opportunities Schedule: Monday to Friday Work Location: Remote Seniority level: Director Employment type: Full-time Job function: Business Development and Sales Industries: Business Consulting and Services
#J-18808-Ljbffr