Responsibilities
- Configure and maintain CRM platform (HubSpot or Salesforce) for BD and client management
- Build pipelines, workflows, automation sequences, and executive reporting dashboards
- Train and support the business development team on CRM usage and best practices
- Ensure database quality through deduplication, enrichment, and contact hygiene practices
- Integrate CRM with marketing, proposal tracking, and financial tools as the tech stack evolves
Qualifications
- 3+ years administering HubSpot or Salesforce in a B2B or professional services environment
- Strong proficiency in CRM automation, pipeline workflows, and reporting configuration
- Data management, list segmentation, and integration experience
- Excellent communication skills for training and supporting a non-technical sales team
- HubSpot or Salesforce Administrator certification preferred