CRM Operations Lead

About the role

The CRM Operations Lead is a critical role responsible for strengthening and scaling the CRM infrastructure that powers Curvion Blue's sales delivery. This role is laser-focused on HubSpot configuration, data integrity, system optimization, and operational enablement. You'll help ensure that the CRM environments supporting our sales organizations are clean, reliable, scalable, and built to support high-performance selling. You'll play a key role across the CRM lifecycle, from system design and documentation to new account deployment, ongoing optimization, auditing, and maintenance. You'll work closely with RevOps, sales leadership, data, and other operational stakeholders to improve the systems and processes behind pipeline management, reporting accuracy, sales productivity, and revenue visibility. But this isn't a "keep the CRM running" role. We're looking for someone who naturally sees the next level of the system. Where are we creating unnecessary friction? Where is data breaking down? What should be automated? Where are teams working around the CRM instead of through it? What needs to be standardized before we scale it? You'll help identify those opportunities and turn them into better systems, cleaner data, stronger processes, and more scalable revenue operations. This role is ideal for a hands-on CRM operator who enjoys working inside complex systems, improving what already exists, and building infrastructure that allows sales teams to move faster without sacrificing visibility or control.

Responsibilities

• CRM Configuration & Optimization: Configure, maintain, and continuously optimize HubSpot workflows, pipelines, properties, automations, views, and other CRM functionality; audit existing CRM environments and identify opportunities to improve structure, usability, efficiency, and performance; troubleshoot CRM issues and identify root causes rather than relying on temporary fixes; evaluate existing processes and recommend opportunities for automation and system improvement.
• Client & Account Deployment Support: Support CRM setup and deployment for new Curvion Blue client accounts; help configure CRM environments to support each client's sales motion and operational requirements; coordinate CRM integrations with dialers, scheduling platforms, reporting tools, and other sales technology; ensure new environments follow established configuration and data standards.
• Data Integrity & Governance: Maintain strong CRM data integrity and establish standards for accurate, consistent data entry; audit CRM data and system usage to identify gaps, inconsistencies, and process breakdowns; partner with the data team to ensure CRM configuration supports reporting, analytics, and downstream data pipelines; help establish and maintain CRM governance standards as the organization scales.
• Documentation & Enablement: Create and maintain CRM documentation, SOPs, workflows, playbooks, and process guides; help translate complex CRM processes into clear, usable resources for sales and operations teams; support onboarding for new sales hires and account teams to ensure CRM adoption and process alignment; provide guidance on CRM best practices and help teams troubleshoot system challenges.
• Revenue Operations Partner: Partner with RevOps and sales leadership on forecasting, reporting, pipeline management, and operational initiatives; identify CRM-related bottlenecks that impact sales productivity or revenue visibility; support CRM projects tied to quarterly priorities and broader company initiatives; contribute ideas and recommendations that improve the scalability and effectiveness of Curvion Blue's revenue infrastructure.

Qualifications

• You've designed, configured, optimized, or administered HubSpot or another CRM at a meaningful level.
• You've worked with CRM environments supporting multiple teams, business units, or organizations.
• You enjoy improving and scaling existing systems, not just building from scratch.
• You've supported CRM deployments, migrations, or implementations, including integrations with dialers, schedulers, reporting tools, or other sales technology.
• You naturally look for ways to