CRM Administrator

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 SalesHub 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 HubSpot 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.