Manager, System and Tools (CRM)

at  CarOffer

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.

• 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