Manager - Sales Technology & CRM Administrator

Company Overview

Join us on our mission to elevate customer experiences for people around the world. As a member of the Everise family, you will be part of a global experience company that believes in being people-first, celebrating diversity and incubating innovation. Our dedication to our purpose and people is being recognized by our employees and the industry. Our 4.6/5 rating on Glassdoor and our shiny, growing wall of Best Place to Work awards is a testament to our investment in our culture. Through the power of diversity, we celebrate all cultures for their uniqueness and strengths. With 13 centers around the world and a robust work at home program, we believe great things happen when we work with people who think differently from us. Find a job you’ll love today

Company Overview

Join us on our mission to elevate customer experiences for people around the world. As a member of the Everise family, you will be part of a global experience company that believes in being people-first, celebrating diversity and incubating innovation. Our dedication to our purpose and people is being recognized by our employees and the industry. Our 4.6/5 rating on Glassdoor and our shiny, growing wall of Best Place to Work awards is a testament to our investment in our culture. Through the power of diversity, we celebrate all cultures for their uniqueness and strengths. With 13 centers around the world and a robust work at home program, we believe great things happen when we work with people who think differently from us. Find a job you’ll love today

Position Summary

We are seeking a highly capable Sales Technology & CRM Administrator to own, administrator, optimize, and continuously improve our sales technology ecosystem.
This individual will serve as the primary administrator for Salesforce, HubSpot, ZoomInfo, and LinkedIn Sales Navigator and will partner closely with Sales Leadership, Sales Operations, Marketing, and other stakeholders to ensure our technology stack effectively supports the end-to-end sales lifecycle.
The ideal candidate combines strong CRM administration expertise with sales operations knowledge, workflow automation, data management, reporting, dashboard development, and system integration capabilities.
This is not simply a system maintenance role. We are looking for someone who can understand business requirements and translate them into scalable technology solutions that improve seller productivity, pipeline visibility, data quality, and management decision-making.

Key Responsibilities

• CRM & Platform Administration
• Serve as the primary administrator for Salesforce, HubSpot, ZoomInfo, and LinkedIn Sales Navigator.
• Manage users, roles, profiles, permissions, licenses, teams, territories, and access controls.
• Configure CRM objects, fields, page layouts, record types, validation rules, lead statuses, opportunity stages, and other system configurations.
• Manage platform configurations and ensure systems remain aligned with evolving sales processes.
• Monitor system utilization, adoption, data integrity, and platform performance.
• Salesforce & HubSpot Optimization
• Configure and maintain lead, contact, account, and opportunity management processes.
• Design and optimize lead routing, assignment rules, qualification workflows, lifecycle stages, and opportunity processes.
• Develop automation to reduce manual activities performed by sales teams.
• Maintain standardized sales processes and ensure consistent CRM usage across teams.
• Identify opportunities to simplify CRM experiences and improve seller productivity.
• Workflow & Process Automation
• Translate Sales and Revenue Operations requirements into automated workflows.
• Design automation for activities such as:
  • Lead capture and enrichment
  • Lead qualification
  • Lead assignment and routing
  • Account/contact enrichment
  • Sales follow-up
  • Opportunity stage management
  • Notifications and alerts
  • Sales handoffs
  • Pipeline management
  • Data synchronization
• Continuously identify manual sales activities that can be automated.
• Reporting, Dashboards & Analytics

Develop and maintain executive and operational dashboards covering areas such as:

• Sales pipeline
• Pipeline coverage
• Pipeline velocity
• Lead conversion
• Opportunity conversion
• Win/loss analysis
• Sales activity
• Lead source effectiveness
• SDR/BDR productivity
• Account penetration
• Forecast accuracy
• Sales funnel performance

Create role-specific dashboards for Sales Executives, Sales Leaders, Account Executives, SDR/BDRs, and Revenue Operations teams.

Ensure reporting definitions and KPI calculations are consistent across platforms.

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