CRM Specialist

We are hiring a CRM Specialist for a private equity company in the software industry. This is a full-time remote role for a US-based company.

This role is ideal for someone who is highly skilled in CRM implementation, migration, and integration, with a strong ability to collaborate directly with founders and executives while maintaining technical precision and process consistency.

Key Responsibilities :

• Lead CRM implementations and migrations, primarily from legacy systems to HubSpot.
• Configure HubSpot instances based on standardized funnel definitions and KPI tracking requirements.
• Set up automated workflows, lead scoring, and sales process automation.
• Implement data validation rules and maintain data quality standards.
• Work within existing CRMs across portfolio companies, including non-HubSpot platforms.
• Build and maintain integrations between CRM systems and other tools (e.g., Aircall, Clay, Apollo, Lob).
• Create custom reports and dashboards for portfolio-wide KPI tracking.
• Troubleshoot technical issues and provide ongoing maintenance.
• Document configurations and processes for knowledge transfer.
• Conduct CRM training sessions for founders and their teams.
• Perform data cleanup and enrichment for migrated and existing CRM data.
• Establish standardized reporting structures across finance, sales, and product.
• Monitor and maintain high data quality standards.
• Support ad-hoc reporting requests from leadership.

Required Qualifications :

Preferred Qualifications :

Required Skills & Tools :

Schedule & Pay :

System Requirements :

If you are passionate about CRM systems, have strong technical skills, and enjoy working in a fast-paced, founder-driven environment, we want to hear from you!

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