CRM Integration Specialist

Overview

A Snapshot of WFS Group:

WFS Group is a fast paced, high performance sales agency that provides what is referred to as “done for you sales” services to our clients. Think of a lead generation based marketing agency… But focused on sales. Put simply, our clients outsource their sales department to us and we sell their services/packages to help them scale faster than ever before while changing as many people’s lives as possible. The main verticals we service are in the online, digital marketing based community with companies that have programs that teach high paying skill sets, which is referred to as “alternative education.” We sell a range of transformative programs and packages including everything from business consulting programs, to programs that teach people how to invest in real estate, learn mergers and acquisitions and many more.

Position Overview:

What the heck is a tech stack specialist, right? Think of it as a cross between a tech admin/automation specialist and a sales enablement role. Essentially in our sales operation we need a rockstar to help support the success of our accounts and sales reps by being capable of handling tech stack related tasks, overseeing our tech stack (such as Hub, CRM, Zapier, JustCall, Dialer, etc), work directly with the Director of Sales Ops to support the sales team’s needs, and work closely with marketing teams to ensure all our marketing funnels and sales systems are working properly from a tech standpoint. Thorough training on our specific platforms, systems, processes, and workflows will be provided, all you need to show up with is the foundational tech automation skill sets, enthusiasm for the role, and the willingness to learn.

If you’re a wizard with Zapier, you’re very good with setting up integrations, you’re great with people, you enjoy troubleshooting and problem solving, and think it\'s exciting to be a part of a rapidly scaling team, this is a dynamic role that will keep things interesting for you.

You SHOULD apply to this role if:

• You can build zaps in Zapier in your sleep

• You can learn CRMs fast

• You can build automations to create more efficient workflows

• You’ve had challenges finding your current role exciting

• You’re stuck in a mundane repeatable process working in a static environment

• You enjoy fast paced energetic environments

• You LOVE learning new things & having fun at the same time

You SHOULD NOT apply to this role if:

• You are NOT an independent thinker

• If you think it would be lame to help sales teams grow lightning fast

• If you don’t collaborate with others well in creative environments

• You are not detail oriented

• You get frustrated easily instead of looking at challenges as a puzzle to solve

• You are NOT teachable and do NOT seek personal development

• You eat your pizza with ranch (may be flexible on this one)

• Dynamic role with responsibilities that are centered around supporting the sales team’s growth

• Assisting the Director of Sales Ops with onboarding and setting up new accounts and sales reps

• Ensuring all new sales reps are setup correctly from a tech stack perspective before they go live to take first calls

• Help implement and set up new tech stack, systems, & processes

• Communicate with the brand’s marketing team on lead flow initiatives

• Create and manage tech integrations using Zapier (in systems like Pipedrive, ActiveCampaign, Typeform, Oncehub etc)

• Build out automations and workflows in the CRM with the director of sales ops’ instruction and oversight

• Create new reports and dashboards in the CRM

• Successfully complete the entire CRM configuration SOP for new accounts

• Take full ownership of all Oncehub activity including creating new master page booking links, creating new booking pages, managing resource pools, updating rep availability, and keeping the OnceHub links and pathways documents up to date and accurate at all times

• Take ownership of all tech stack related items in the launching a new sales engine SOP

• Upload and update new trainings in the sales resource center

• Resident expert on all of our sales systems & processes

• Manage rep adherence to CRM process across sales teams

• Troubleshoot lead flow issues, CRM integrations issues, or any other tech related issues

• Ensure the data in Looker Studio are accurate