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. This isn’t just about keeping the CRM running — it’s about building systems that fuel predictable growth. If you thrive in high-performance environments, love turning chaos into clean processes, and geek out about HubSpot the way some people geek out about Netflix, this role is for you. Base pay range
$72,000.00/yr - $115,000.00/yr About The WFS Group
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. We close leads for clients and help them scale faster, increase revenue predictably, and transform more lives. We serve fast-growing companies that offer high-ticket educational programs across areas like real estate investing, business consulting, and sales training. We’re the team responsible for making growth happen at scale, and the Director of Sales Operations is the architect behind the scenes. Position overview
The Head of CRM Services is a leadership role responsible for owning the CRM lifecycle, with a focus on HubSpot configuration, data integrity, and system enablement. You will oversee the entire CRM lifecycle: design and documentation, onboarding new client accounts, ongoing optimization, and governance to make HubSpot an engine of operational excellence. You’ll ensure seamless integrations, airtight documentation, accurate data, and scalable performance. This role emphasizes building systems that fuel predictable growth and aligning CRM with GTM strategy. 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, and 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 well as refining automations and reports Have 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 (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 Job Type: Full-time Pay: $72,000.00 - $115,000.00 per year Compensation package: Bonus opportunities 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 We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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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. This isn’t just about keeping the CRM running — it’s about building systems that fuel predictable growth. If you thrive in high-performance environments, love turning chaos into clean processes, and geek out about HubSpot the way some people geek out about Netflix, this role is for you. Base pay range
$72,000.00/yr - $115,000.00/yr About The WFS Group
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. We close leads for clients and help them scale faster, increase revenue predictably, and transform more lives. We serve fast-growing companies that offer high-ticket educational programs across areas like real estate investing, business consulting, and sales training. We’re the team responsible for making growth happen at scale, and the Director of Sales Operations is the architect behind the scenes. Position overview
The Head of CRM Services is a leadership role responsible for owning the CRM lifecycle, with a focus on HubSpot configuration, data integrity, and system enablement. You will oversee the entire CRM lifecycle: design and documentation, onboarding new client accounts, ongoing optimization, and governance to make HubSpot an engine of operational excellence. You’ll ensure seamless integrations, airtight documentation, accurate data, and scalable performance. This role emphasizes building systems that fuel predictable growth and aligning CRM with GTM strategy. 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, and 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 well as refining automations and reports Have 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 (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 Job Type: Full-time Pay: $72,000.00 - $115,000.00 per year Compensation package: Bonus opportunities 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 We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr