CRM Administrator- US Account
3 days ago
US Tech Company (In-house)
Work-life Integration (Weekends Off, Usually no work on US Holidays)
Work Setup: Hybrid or Remote
RESPONSIBILITIES
CRM and ERP Systems Administration and Data Governance
- Configure and maintain HubSpot CRM Properties, deal pipelines, automation workflows, and user permissions to support business processes.
- Collaborate with Sales and Marketing teams to design and implement lead capture forms, email templates, and landing pages aligned with campaign strategies.
- Monitor CRM performance and usage to ensure optimal system health, user compliance, and alignment with governance standards.
- Oversee data synchronization between HubSpot (SalesHub) and NetSuite ERP, coordinating efforts with IT and Sales teams to ensure data consistency and reliability.
- Troubleshoot and resolve data integration issues using tools like Celigo or Workato and identify process enhancements to reduce manual effort.
- Build and manage real-time dashboards in HubSpot to visualize sales funnel metrics, lead behavior, and revenue trends.
- Deliver timely, actionable reports to stakeholders across Sales, Marketing and Operations for planning and performance tracking.
- Collaborate with leadership to define key business metrics and evolve reporting frameworks as goals shift.
- Lead data stewardship efforts within HubSpot, including deduplication, property management, and maintaining logical associations between CRM records.
Sales KPI Training, Marketing Collaboration and CRM User Support
- Analyze key sales metrics such as lead-to-opportunity conversion, deal velocity, and win/loss trends to uncover performance gaps.
- Maintain dynamic forecast dashboards to support leadership in projecting revenue by rep, channel, or product.
- Monitor sales pipeline health and activity to ensure consistent deal progression and timely follow-ups.
- Collaborate with Marketing to segment CRM data, manage lead scoring models, and refine engagement workflows.
- Support campaign execution – emails, webinars and outbound activities – and measure impact using HubSpot and MarketingHub analytics.
- Serves as the go-to resource for CRM inquiries, technical support, and system enhancement requests.
- Develop and maintain user documentation, onboarding resources, and training guides to promote CRM proficiency.
- Conduct training sessions and manage permissions, team structures, and default views to align with organizational structure.
Process Optimization and CRM System Documentation:
- Streamline sales and marketing operations by improving workflows, lead routing, and automation features like sequences and triggers.
- Drive continuous CRM enhancements based on user feedback, evolving business needs and new platform capabilities.
- Perform regular system audits to detect performance gaps and enhance data-driven decision-making efficiency.
- Maintain comprehensive documentation of CRM configurations, customizations, integration and reporting practices.
- Develop and update data flow diagrams between HubSpot and NetSuite to aid troubleshooting and user onboarding.
- Log major system changes and version history to ensure transparency, track improvements and support compliance efforts.
SKILLS AND QUALIFICATIONS
- Graduate with a bachelor's degree in Business Administration, Information Systems, or any relevant field.
- Strong understanding of database concepts and principles.
- Experienced with NetSuite ERP and CRM-to-ERP data integrations using platforms like Celigo, Dell Boomi, or Workato.
- Preferably experienced in using middleware or iPaas tools for system integration (e.g. Celigo, Workato, Zapier).
- Experience with system integration tools such as Celigo, Workato, or Zapier is a plus.
- Proficient in data transformation, mapping, and cleansing best practices.
- Excellent leadership and team management experience, consistently meeting or exceeding performance goals.
- Proven ability to manage multiple projects under tight deadlines with meticulous attention to detail.
- Highly organized, resourceful, and self-motivated contributor with strong interpersonal skills – values curiosity, accountability, and professional respect.
- Willingness to travel as needed.
Experience and Certifications
- 3+ years of experience as a CRM Administrator, with hands-on expertise managing sales teams in the SalesHub module from HubSpot.
- HubSpot certifications (HubSpot CRM, Sales Hub, etc.) are a plus
Technical or specific skills (e.g. technical, computer)
- Excellent verbal and written communication skills; able to collaborate across cross-functional and diverse teams.
- Familiarity with automating business processes, creating reports/dashboards, and data analysis/modeling.
- Advanced knowledge of Microsoft Office Suite.
- Excellent reasoning and analytical skills with the stability to interpret data and follow complex instructions.
- Ability to perform intermediate math calculations, such as percentages.
- Working knowledge of SQL or data query tools for ad hoc analysis.
Job Types: Full-time, Permanent
Pay: From Php50,000.00 per month
Benefits:
- Additional leave
- Company Christmas gift
- Company events
- Health insurance
- Opportunities for promotion
- Paid training
- Promotion to permanent employee
Work Location: Remote
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