What you'll do
General Accountability
As the CRM Operations Manager, you will be responsible for administration, optimization, and governance of the HubSpot platform to support commercial teams and drive adoption Tulsa-PRO and Sonnalleve.
Duties and Responsibilities
- Serve as HubSpot SuperAdmin responsible for system configuration, user permissions, integrations, and platform governance.
- Partner with stakeholders to understand business requirements into CRM configuration, including objects, workflows, pipelines, automation and lifecycle management.
- Maintain CRM data the integrity through governance policies, data hygiene standards, deduplication processes, and process management. Build and maintain reports and dashboards to track pipeline performance, commercial activity, and key revenue metrics. Provide ongoing CRM support including users training, pipeline management guidance, and issue resolution.
- Identify and implement new HubSpot capabilities to improve commercial efficiency and scalability.
- Other duties as identified and needed by the business.
Bachelor's degree in finance, accounting, or another business program.
Key Attributes
- 5+ years of hands-on experience customizing and configuring marketing automation or CRM platforms
- Proven experience leading CRM architecture from discovery through implementation.
- Deep expertise in HubSpot; experience with Salesforce or other CRM platforms is an asset.
- Experience working within commercial operations, revenue operations, or sales operations teams.
- Experience integrating CRM with marketing automation, ERP, analytics, and engagement tools
- Experience designing lifecycle stages, lead scoring, and attribution frameworks
- Strong understanding of B2B sales processes and complex deal cycles
- Expertise in data management and data quality
- A results-oriented mentality, conveying a sense of urgency and driving things to closure
- Well-developed and proven capabilities in problem-solving
- Demonstrated strength to work independently as well as build effective relationships with others
- Medical devices experience is an asset
We strive to promote diversity and equal opportunity in the workplace and encourage applications from all qualified individuals, including those with disabilities. If selected to participate in the recruitment, selection, and/or assessment process, please inform Human Resources of the nature of any accommodation(s) that you may require.
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About CRM & Lifecycle Roles
CRM & lifecycle marketers own the post-acquisition journey. They design onboarding sequences, retention campaigns, win-back flows, and loyalty programs that maximize customer lifetime value.