What are the responsibilities and job description for the CRM Manager position at Pneumatic and Hydraulic Company?
Job Description
Job Summary
Department: Marketing
Position: CRM Specialist/Manager
Reports to: Director of Marketing
Location: Houston, TX
Are you a systems thinker with a passion for customer experience, process optimization, and technology implementation? As our CRM Specialist, you will play a key role in driving enterprise-wide adoption and optimization of our CRM platform-HubSpot-across sales, service, and marketing functions. Supporting three energy-focused brands (Pneumatic and Hydraulic Company, LLC, Total Energy Solutions, LLC, and Power Temp Systems, Inc.), you'll lead CRM system configuration, user enablement, and data governance to ensure high-quality customer interactions and streamlined operations. This role requires a deep understanding of CRM platform capabilities, stakeholder collaboration, and a solutions-oriented mindset to support a wide range of business functions.
Responsibilities
Responsibilities of the role are summarized as: collaboration/cross-functional support, system strategy, data management & reporting, user training & adoption, and general process improvement.
The CRM Specialist will work cross-functionally in a collaborative corporate environment. You'll interface with stakeholders in sales, service, and marketing across three brands to deliver a high-performance CRM experience. Travel may be required for team meetings, training sessions, and vendor coordination.
Job Summary
Department: Marketing
Position: CRM Specialist/Manager
Reports to: Director of Marketing
Location: Houston, TX
Are you a systems thinker with a passion for customer experience, process optimization, and technology implementation? As our CRM Specialist, you will play a key role in driving enterprise-wide adoption and optimization of our CRM platform-HubSpot-across sales, service, and marketing functions. Supporting three energy-focused brands (Pneumatic and Hydraulic Company, LLC, Total Energy Solutions, LLC, and Power Temp Systems, Inc.), you'll lead CRM system configuration, user enablement, and data governance to ensure high-quality customer interactions and streamlined operations. This role requires a deep understanding of CRM platform capabilities, stakeholder collaboration, and a solutions-oriented mindset to support a wide range of business functions.
Responsibilities
Responsibilities of the role are summarized as: collaboration/cross-functional support, system strategy, data management & reporting, user training & adoption, and general process improvement.
- Serve as the organization's HubSpot administrator and subject matter expert.
- Work with third-party implementation partner to project manage the implementation, customization, and ongoing optimization of HubSpot CRM across business units.
- Maintain CRM data integrity through regular audits, standardization practices, and deduplication.
- Manage integrations between HubSpot and systems (such as ERP, service modules, etc.) and apps (for data cleaning, specific integrations, etc.) that are native, third-party, or custom-built through APIs.
- Provide hands-on training, documentation, and support to users across departments.
- Act as the first line of support for system issues, enhancements, and user feedback.
- Document best practices for CRM usage and drive consistency in processes.
- Analyze current business workflows and recommend enhancements to increase efficiency and effectiveness.
- Identify and deliver scalable solutions that meet the operational needs of sales, service, and marketing teams.
- Partner with marketing and inside/outside sales teams to design and implement lead management, pipeline tracking, and activity monitoring processes.
- Support service teams by administering tools for ticketing, customer support, and feedback management.
- Ensure marketing workflows integrate smoothly with CRM data to enhance lead nurturing and customer engagement.
- Assist in the development of/updates to dashboards and reports for marketing, sales, service, and leadership to provide visibility into team performance and customer metrics.
- Coordinate with IT and third-party vendors as needed to implement advanced functionality or integrations.
- Bachelor's degree in business, information systems, marketing/sales, or related field.
- 5-7 years of experience in CRM administration, sales operations, or customer success enablement.
- Experience managing HubSpot CRM (required); certifications preferred.
- Proficient in CRM customization, user roles, workflow automation, and custom reporting.
- Familiarity with ticketing and customer service modules in HubSpot.
- Experience with tools like Power BI, Tableau, or other reporting platforms.
- Basic understanding of HTML/CSS is a plus.
- Strong interpersonal and communication skills; able to work across multiple departments.
- Highly organized, analytical, and proactive in solving problems.
- Comfortable leading training sessions and change management initiatives.
- Background in B2B industrial, energy, or service-based environments is preferred.
- Experience with ERP-CRM system integration.
- Experience in both enterprise and growth-stage settings is preferred.
The CRM Specialist will work cross-functionally in a collaborative corporate environment. You'll interface with stakeholders in sales, service, and marketing across three brands to deliver a high-performance CRM experience. Travel may be required for team meetings, training sessions, and vendor coordination.
