CarOffer is Hiring a Manager, System and Tools (CRM) Near Addison, TX
The CarOffer Revenue Operations team is looking for a Manager, Systems and Tools (CRM) to support the growing sales organization and driving system and tool efficiency to support growing sales activities. The ideal candidate must be a self-starter, manage numerous tasks and projects concurrently, and be familiar with Hubspot in a very fast-paced organization. What You'll Do:
Oversee the administration and optimization of CarOffer's CRM system (e.g., HubSpot) to support the needs of the sales organization.
Ensure data accuracy, system functionality, and user adoption to maximize efficiency and effectiveness.
Collaborate with cross-functional teams to integrate CRM with other business systems and tools, such as marketing automation, finance, and customer support platforms.
Streamline workflows and data exchange processes to enhance operational efficiency and visibility.
Provide training and ongoing support to sales teams and other CRM users to ensure proficiency in system usage and best practices.
Address user inquiries, troubleshoot issues, and provide guidance on CRM-related tasks and processes.
Identify opportunities for process improvement and automation within the CRM system.
Streamline sales processes, data entry procedures, and reporting mechanisms to increase productivity and reduce manual effort.
Generate and analyze CRM data to extract insights and trends relevant to sales performance, customer behavior, and pipeline management.
Prepare and distribute reports and dashboards to inform decision-making and drive business outcomes.
Stay informed about CRM updates, new features, and industry best practices. Evaluate and implement system upgrades, enhancements, and customizations to meet evolving business requirements and user needs.
Deal Desk:
Manage a team of 3 deal-desk analysts in support of daily sales requests.
Deal review for completeness and compliance in accordance to bookings policy and approval rules.
Partner with Order Management team in Finance to reconcile weekly / monthly bookings results.
Oversee the responsibilities of deal desk team, ensure optimal performance output, and provide coaching and training as appropriate.
Ability to identify quote-to-cash process bottlenecks and drive process-improvement changes.
SFDC Administration:
Ownership of non-development SFDC administration which includes user provisioning and deprovisioning, price book management, roles and profiles, data governance, backup and restoration, sales process flows, etc.
In partnership with developer team, ensure SFDC functionality and architectural changes are deployed effectively including communication cadence, documentation, and sales training.
Sales Tech Stack:
Ongoing assessment of productivity solutions to solve for sales process bottlenecks
User provisioning and deprovisioning
Liaise with sales leadership and developer team for end-to-end process of selection, implementation, adoption, etc.
Sales Ops Wiki:
Maintain important updates to the wiki such as sales handbook / playbooks, training materials, policies and procedures, process flowcharts, etc.
Who You Are:
Bachelor's degree in Business Administration, Information Systems, or a related field.
5 years of experience in CRM administration, system management, or a similar role, preferably with HubSpot or a comparable CRM platform.
Strong technical proficiency with CRM systems and tools, including configuration, customization, and integration capabilities.
Excellent project management skills with the ability to prioritize tasks, manage deadlines, and drive initiatives to completion.
Strong analytical and problem-solving skills, with the ability to translate business requirements into system solutions.
Effective communication and interpersonal skills, with the ability to collaborate with cross-functional teams and stakeholders.
Detail-oriented with a focus on data accuracy, system integrity, and user experience.