Senior Executive - CRM Operations

Job Description

At the heart of our sales engine lies a powerful, scalable system and we're looking for the architect behind it. If youre someone who sees platforms like HubSpot and CPQ not just as tools, but as growth accelerators, and if you get a thrill from designing smooth workflows, insightful dashboards, and zero-friction sales processes wed love to meet you. We’re the perfect match if you Think in workflows, live in dashboards, and dream in integrations. Have 3–5 years of hands-on experience administering HubSpot and a CPQ tool (Salesforce CPQ, ConnectWise Sell, etc.). Know your way around HubSpot’s Marketing, Sales, Service & CMS hubs , and can bend them to your will — from workflows and custom properties to sequences and reports. Are fluent in CPQ logic — product catalog management, pricing rules, discount structures, and quote templates are your daily bread. Love collaborating across sales, marketing, and customer success teams to solve real problems through smart system design. Have a sharp eye for data and performance, and regularly optimize platforms to drive revenue and efficiency . Know that documentation and internal training are just as important as build quality. Have HubSpot certifications (or are actively chasing them). Bonus points if you’ve built or managed integrations between HubSpot, CPQ, and other tools . Here’s what your day would look like Troubleshoot, optimize, and scale our HubSpot workflows and automations — from lead nurturing to deal tracking. Maintain and improve our CPQ system — streamlining how quotes are generated, approved, and tracked. Build custom dashboards and reports to give sales leaders real-time visibility into pipeline, performance, and revenue. Ensure seamless integration across systems (HubSpot, CPQ, CRM, ERP). Work closely with GTM teams to understand their needs — and then translate them into smart, scalable platform solutions. Proactively identify bottlenecks and automation opportunities to keep the revenue engine humming . Be the internal go-to expert for HubSpot and CPQ — running trainings, offering support, and evangelizing best practices. Why IDfy Because you’ll never be “just the admin” here. You’ll be a strategic enabler — powering how our business scales. You’ll work with a team that’s obsessed with impact, encourages experimentation, and builds with both speed and depth. We move fast, think customer-first, and take our fun seriously. And you’ll help shape how sales, marketing, and success come together — through systems that just work.