- Work with reps to identify and fix CRM and process bottlenecks.
- Track funnel conversion, identify stalled deals or missing signals, and implement fixes and automation.
- Own the day-to-day health of HubSpot and the GTM stack, including fields, permissions, workflows, integrations, and reports.
- Plan and run the expected HubSpot-to-Salesforce migration, from data mapping through cutover and adoption.
- Set data quality standards, run quarterly deduplication audits, and maintain complete, clean Clay enrichment in the CRM.
- Maintain consistent pipeline stages and exit criteria, and build weekly pipeline and forecast reporting for sales leadership.
- Refresh target account lists and territories quarterly, assign them to reps, and prepare lists for new hires.
- Maintain rules of engagement and resolve routing problems at their source.
- Support commissions through clean crediting data, booking-to-CRM reconciliation, and responses to rep questions.
HubSpot