CRM & Systems Manager

Position: CRM & Systems Manager

Reporting to: Director of Strategic Initiatives

Location: Denver, CO

Overview:

We are a fast-growing marketing and technology company looking for a CRM & Systems Manager to take ownership of the tools that power how we operate. This role sits at the center of our business, connecting lead generation, sales, production, and client delivery through a highly integrated set of systems.

This is not a campaign marketing role and not a traditional IT support position. It is a hands-on role for someone who thrives working inside systems, improving workflows, and solving problems. You will own our CRM and internal platforms day to day, ensuring they are structured, connected, and running efficiently as we scale.

Success in this role comes from being proactive, detail-oriented, and constantly looking for ways to make systems work better for the team.

What you’ll do:

• Own and manage HubSpot CRM, including pipelines, lifecycle stages, workflows, and overall data structure
• Build, maintain, and optimize automations and integrations across tools such as Zapier and other connected platforms
• Ensure data accuracy, consistency, and governance through regular audits and cleanup
• Create and maintain dashboards and reporting to provide visibility into pipeline, performance, and key business metrics
• Identify inefficiencies and implement improvements that reduce manual work and support scalability
• Oversee and optimize internal tools across communication, production, and operational platforms
• Monitor integrations, proactively identify issues, and troubleshoot or coordinate with vendors and developers to resolve them
• Support system enhancements and new feature rollouts, including testing and implementation
• Create and maintain clear documentation of systems, workflows, and best practices
• Help establish and maintain standards for system structure, usage, and ongoing improvements
• Serve as a key point of contact for internal technology needs, including onboarding and offboarding support

Experience you’ll bring:

• 4+ years of experience in CRM management, systems administration, or marketing operations
• Hands-on experience with HubSpot CRM
• Experience with automation and integration tools such as Zapier or similar platforms
• Experience managing multiple SaaS tools and ensuring systems work together effectively
• Strong ability to organize, document, and improve processes
• Ability to troubleshoot issues, think critically, and solve problems independently
• Comfortable working across teams and translating needs into practical system solutions
• Proactive, detail-oriented, and takes ownership of work
• Ability to thrive in a fast-paced, evolving environment

Bonus Points:

• Experience with reporting tools and dashboard creation
• Exposure to system migrations or implementing new platforms

Work Environment

• Hybrid schedule: 3 days remote, 2 days in-office per week (Tuesdays & Wednesdays)
• Fast-paced, collaborative, and deadline-driven

Compensation & Benefits

• Salary range: $70,000 - $90,000 per year (based on experience)
• Competitive, comprehensive benefits package including:
• Medical, dental, and vision insurance
• Retirement plan
• 3 weeks PTO plus company holidays

About Steep Marketing

Steep is a marketing company that works with financial advisors fill their lead-generation events through high-performing digital advertising and direct mail. Our job is to find the right people, get them to show up, and help our clients grow their businesses – and direct mail is a critical part of that process. We don’t do outdated, cookie-cutter mail that looks like it came from a 2005 mail house. Our designs consistently outperform industry benchmarks, with average response rates double the industry average). Excellence isn’t optional here – it’s the baseline.