The WFS Group
Overview
Head of CRM Services
at
The WFS Group
— Lead the CRM infrastructure, with a laser focus on HubSpot configuration, data integrity, and system enablement to support scalable sales execution. 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 across functionality and integrations Experience deploying CRM environments from scratch with integrations, dialers, schedulers, and reporting tools Comfortable documenting workflows, SOPs, and playbooks that drive adoption Focus on data integrity and trustworthy dashboards for leadership Ability to build CRM architectures and refine automations and reports Experience onboarding and training to ensure adoption Collaborative with leadership to align CRM with GTM strategy Passion for standardization, scalability, and governance Core Outcomes
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 configured within 30 days CRM auditing protocols enforced across accounts with high compliance Up-to-date documentation, SOPs, and training libraries that drive adoption Compensation & Benefits
Base pay range: $72,000.00/yr - $115,000.00/yr Bonus opportunities Job Details
Job Type: Full-time Schedule: Monday to Friday 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
at
The WFS Group
— Lead the CRM infrastructure, with a laser focus on HubSpot configuration, data integrity, and system enablement to support scalable sales execution. 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 across functionality and integrations Experience deploying CRM environments from scratch with integrations, dialers, schedulers, and reporting tools Comfortable documenting workflows, SOPs, and playbooks that drive adoption Focus on data integrity and trustworthy dashboards for leadership Ability to build CRM architectures and refine automations and reports Experience onboarding and training to ensure adoption Collaborative with leadership to align CRM with GTM strategy Passion for standardization, scalability, and governance Core Outcomes
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 configured within 30 days CRM auditing protocols enforced across accounts with high compliance Up-to-date documentation, SOPs, and training libraries that drive adoption Compensation & Benefits
Base pay range: $72,000.00/yr - $115,000.00/yr Bonus opportunities Job Details
Job Type: Full-time Schedule: Monday to Friday Location: Remote Seniority level
Director Employment type
Full-time Job function
Business Development and Sales Industries
Business Consulting and Services
#J-18808-Ljbffr