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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in CRM Administration and Sales Operations, with a strong focus on Salesforce, HubSpot, and data management. Capable of developing automated workflows, reports, and dashboards to enhance sales processes and drive operational efficiency.
Highest-signal resume keywords
Salesforce AdministrationHubSpot ConfigurationCRM Workflow AutomationData ManagementSales Operations Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
CRM AdministrationSalesforceHubSpotZoomInfoLinkedIn Sales NavigatorWorkflow DevelopmentData AnalysisKPI DevelopmentDashboard CreationTroubleshooting
Soft Skills
Stakeholder CommunicationDocumentationTrainingCollaborationContinuous Improvement
Tools & Technologies
ZapierWorkatoTray.ioExcelSales Intelligence Platforms
Certifications & Qualifications
Salesforce Administrator CertificationHubSpot Certifications
Industry Keywords
B2B Sales LifecycleRevenue OperationsSales TechnologyData IntegrityOpportunity Management
About the role
Key responsibilities & impact- Serve as the primary administrator for Salesforce, HubSpot, ZoomInfo, and LinkedIn Sales Navigator
- Manage users, roles, profiles, permissions, licenses, teams, territories, and access controls
- Configure CRM objects, fields, page layouts, record types, validation rules, lead statuses, opportunity stages, and system configurations
- Optimize lead routing, assignment rules, qualification workflows, lifecycle stages, and opportunity processes
- Develop automated workflows for lead capture, qualification, assignment, enrichment, follow-up, opportunity management, notifications, handoffs, pipeline management, and data synchronization
- Monitor system utilization, adoption, data integrity, and platform performance
- Develop executive, operational, and role-specific dashboards and reports
- Ensure consistent reporting definitions and KPI calculations across platforms
- Administer and optimize ZoomInfo and LinkedIn Sales Navigator for prospecting and account-based selling
- Maintain CRM data quality, governance policies, data audits, and corrective actions
- Manage and monitor integrations across ZoomInfo, HubSpot, Salesforce, and LinkedIn Sales Navigator
- Troubleshoot system, workflow, reporting, access, and data issues
- Develop user guides, process documentation, and training materials
- Train sales team members and promote adoption of standardized sales processes and tools
- Partner with Sales Leadership and Revenue Operations on continuous improvement
- Maintain a roadmap of system enhancements and prioritize improvements based on business impact
Requirements
What you’ll need- 3–6+ years of experience in CRM Administration, Sales Operations, Revenue Operations, Sales Technology, or Business Systems
- Strong hands-on administration experience with Salesforce
- Experience administering or configuring HubSpot
- Experience with ZoomInfo and LinkedIn Sales Navigator
- Strong understanding of the B2B sales lifecycle
- Experience building CRM workflows, automation, validation rules, assignment rules, and notifications
- Strong experience developing reports, KPIs, and executive dashboards
- Understanding of CRM data models involving Leads, Contacts, Accounts, Opportunities, Activities, and Campaigns
- Strong data management and troubleshooting skills
- Ability to translate business requirements into technical configurations
- Strong documentation and stakeholder communication skills
- Salesforce Administrator certification preferred
- HubSpot certifications preferred
- Experience with Revenue Operations or Sales Operations preferred
- Experience integrating CRM and sales intelligence platforms preferred
- Familiarity with API/integration concepts and tools such as Zapier, Workato, Tray.io, or similar platforms preferred
- Advanced Excel/data analysis capabilities preferred
- Experience supporting SDR/BDR, Account Executive, and Enterprise Sales organizations preferred
- Familiarity with sales forecasting, territory management, account segmentation, and pipeline management preferred
Benefits
Comp & perks- Robust work at home program
- Best Place to Work awards and people-first culture
- Diversity-focused workplace
- Training and user enablement materials
- Professional development through Salesforce Administrator and HubSpot certification opportunities (preferred qualifications)