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The WFS Group

Head of CRM Services

The WFS Group, Boise, Idaho, United States, 83708

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Overview

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 opportunities for clients, helping them scale faster, increase revenue predictably, and transform more lives. The Director of Sales Operations leads CRM strategy and HubSpot configuration to enable efficient, scalable sales execution. This role focuses on HubSpot configuration, data integrity, and system enablement to ensure every sales team operates on a clean, reliable foundation. You will oversee the entire CRM lifecycle—from design and documentation to onboarding client accounts and ongoing optimization and governance—so HubSpot becomes an engine of operational excellence that supports predictable growth. If you thrive in high-performance environments, enjoy turning chaos into clean processes, and geek out about HubSpot, this role is for you. 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 Geek out over 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 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 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 strict governance CRM deployments for new sales engines completed and fully configured within 30 days CRM auditing protocols enforced across 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 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 Compensation Range: $72K - $115K Seniority level

Director Employment type

Full-time Job function

Business Development and Sales Industries

Business Consulting and Services Referrals increase your chances of interviewing at The WFS Group. This job posting reflects the information available at the time of posting.

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