Branch
Overview
About us:
Branch is on a mission to empower workers with financial freedom. We help companies accelerate payments and provide working Americans with accessible, free financial services. We are committed to building inclusive, transparent, and frictionless financial products. Our goal of empowerment extends to our own employees, too. Have a great idea? Share it today and it might get implemented tomorrow. As a member of our team, your voice and creativity matter and can directly impact our products, company, and culture. We value diversity of opinions and working styles and strive for innovation, initiative, and winning together. Join us as we develop new ways to improve the lives of working Americans. About the role
We’re seeking a Senior CRM Administrator to lead the strategic selection, integration, and optimization of our sales technology stack, with a primary focus on AI tools to enhance our sales development and outbound teams. You will be the key technical expert responsible for building a robust and scalable technology ecosystem that enables our sales teams to be more efficient, effective, and data-driven. This is a hands-on role where you’ll shape the future of our sales operations and directly impact our revenue growth and market position. Responsibilities
Technology Strategy & Vision: Partner with the CRO and revenue operations leadership to define the long-term vision and strategy for our sales technology stack System Administration: Design and maintain a seamless and scalable architecture for all sales and marketing technologies. Ensure data flows are clean, accurate, and reliable to feed AI models and reporting dashboards AI Tool Selection & Integration: Research, evaluate, and recommend AI-powered sales tools for lead generation, qualification, email personalization, and sales intelligence. Manage the full lifecycle from vendor selection to integration with existing systems (e.g., HubSpot, Outreach, Gong) Implementation & Deployment: Lead the technical implementation of new tools and features, including configuration, API integration, and ensuring a smooth rollout to all revenue teams Performance Monitoring & ROI: Establish KPIs to measure effectiveness and ROI of technology investments. Use data to identify areas for improvement and drive continuous optimization Cross-Functional Collaboration: Work with sales operations, marketing, data, and engineering teams to ensure the technology stack aligns with broader business goals Training & Enablement: Partner with sales enablement to develop and deliver training on new technologies to maximize tool utilization Qualifications
5+ years of experience in a sales operations or related role with a strong focus on technology and systems, including at least 3+ years as a CRM Administrator Proven track record of selecting, implementing, and managing CRM platforms (HubSpot, Salesforce, etc.), including HubSpot custom objects, workflows, and integrations Deep understanding of AI/ML concepts and their application to the sales process (e.g., predictive analytics, natural language processing) Expertise in API integrations and a strong grasp of data structures and data flow management Experience with business intelligence tools (Looker) Excellent problem-solving skills and ability to diagnose and resolve complex technical issues Strong communication and project management skills to lead initiatives and collaborate with technical and non-technical stakeholders at all levels Ability to work independently and manage multiple priorities in a fast-paced, dynamic environment Bachelor's degree in a technical or business-related field preferred Compensation
The salary range for this role is $140-155k. The displayed range reflects an average base salary across the U.S.; actual offers may vary based on skills and experience. Location
This position is classified as REMOTE within the United States. We are unable to hire candidates located outside the domestic U.S. Benefits
Market-leading medical, dental, and vision insurance Stock options Free Premium-Tier Origin Financial Wellness subscription Monthly home-office stipend 401k (TransAmerica) 12 weeks paid parental leave for birthing and non-birthing parents Flexible time off + sick and safe time 11 paid company holidays Working at Branch
A remote-first company with employees across the U.S. We emphasize transparency, accountability, and trust to create a collaborative environment where product, engineering, marketing, support, customer success, and sales teams thrive together. Branch is an equal opportunity employer. We value diversity and do not discriminate on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Must be currently authorized to work in the USA without sponsorship or transfer. No third-parties, please. View how Branch collects your personal data here. Job details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Business Development and Sales
#J-18808-Ljbffr
About us:
Branch is on a mission to empower workers with financial freedom. We help companies accelerate payments and provide working Americans with accessible, free financial services. We are committed to building inclusive, transparent, and frictionless financial products. Our goal of empowerment extends to our own employees, too. Have a great idea? Share it today and it might get implemented tomorrow. As a member of our team, your voice and creativity matter and can directly impact our products, company, and culture. We value diversity of opinions and working styles and strive for innovation, initiative, and winning together. Join us as we develop new ways to improve the lives of working Americans. About the role
We’re seeking a Senior CRM Administrator to lead the strategic selection, integration, and optimization of our sales technology stack, with a primary focus on AI tools to enhance our sales development and outbound teams. You will be the key technical expert responsible for building a robust and scalable technology ecosystem that enables our sales teams to be more efficient, effective, and data-driven. This is a hands-on role where you’ll shape the future of our sales operations and directly impact our revenue growth and market position. Responsibilities
Technology Strategy & Vision: Partner with the CRO and revenue operations leadership to define the long-term vision and strategy for our sales technology stack System Administration: Design and maintain a seamless and scalable architecture for all sales and marketing technologies. Ensure data flows are clean, accurate, and reliable to feed AI models and reporting dashboards AI Tool Selection & Integration: Research, evaluate, and recommend AI-powered sales tools for lead generation, qualification, email personalization, and sales intelligence. Manage the full lifecycle from vendor selection to integration with existing systems (e.g., HubSpot, Outreach, Gong) Implementation & Deployment: Lead the technical implementation of new tools and features, including configuration, API integration, and ensuring a smooth rollout to all revenue teams Performance Monitoring & ROI: Establish KPIs to measure effectiveness and ROI of technology investments. Use data to identify areas for improvement and drive continuous optimization Cross-Functional Collaboration: Work with sales operations, marketing, data, and engineering teams to ensure the technology stack aligns with broader business goals Training & Enablement: Partner with sales enablement to develop and deliver training on new technologies to maximize tool utilization Qualifications
5+ years of experience in a sales operations or related role with a strong focus on technology and systems, including at least 3+ years as a CRM Administrator Proven track record of selecting, implementing, and managing CRM platforms (HubSpot, Salesforce, etc.), including HubSpot custom objects, workflows, and integrations Deep understanding of AI/ML concepts and their application to the sales process (e.g., predictive analytics, natural language processing) Expertise in API integrations and a strong grasp of data structures and data flow management Experience with business intelligence tools (Looker) Excellent problem-solving skills and ability to diagnose and resolve complex technical issues Strong communication and project management skills to lead initiatives and collaborate with technical and non-technical stakeholders at all levels Ability to work independently and manage multiple priorities in a fast-paced, dynamic environment Bachelor's degree in a technical or business-related field preferred Compensation
The salary range for this role is $140-155k. The displayed range reflects an average base salary across the U.S.; actual offers may vary based on skills and experience. Location
This position is classified as REMOTE within the United States. We are unable to hire candidates located outside the domestic U.S. Benefits
Market-leading medical, dental, and vision insurance Stock options Free Premium-Tier Origin Financial Wellness subscription Monthly home-office stipend 401k (TransAmerica) 12 weeks paid parental leave for birthing and non-birthing parents Flexible time off + sick and safe time 11 paid company holidays Working at Branch
A remote-first company with employees across the U.S. We emphasize transparency, accountability, and trust to create a collaborative environment where product, engineering, marketing, support, customer success, and sales teams thrive together. Branch is an equal opportunity employer. We value diversity and do not discriminate on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Must be currently authorized to work in the USA without sponsorship or transfer. No third-parties, please. View how Branch collects your personal data here. Job details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Business Development and Sales
#J-18808-Ljbffr