Technology & Data

CRM Administrator (HubSpot / Salesforce)

Remote
Part-Time Independent Contractor
Actively hiring

Build, manage, and continuously optimize UGS Consulting's CRM system to support business development, client relationship management, and full-funnel pipeline visibility as the firm scales toward $10M.

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

Ready to apply?

Tell us about yourself and reference CRM Administrator (HubSpot / Salesforce) in your message. A member of the Anchor Talent Partners team will be in touch.