Head of CRM Services

A Snapshot of WFS Group:

WFS Group is a fast-paced, high-performance sales agency that provides “done-for-you” sales services to leading brands in the alternative education space. Think of a growth marketing agency—except instead of generating leads, we close them. Our clients outsource their sales departments to us so we can help them scale faster, increase revenue predictably, and transform more lives. We serve fast-growing companies that offer high-ticket educational programs—everything from real estate investing and business consulting to M&A and sales training. We believe the right information, sold to the right person at the right time, can change lives. We’re the team responsible for making that happen at scale—and the Director of Sales Operations is the architect behind the scenes.

Position Overview

Head of CRM Services is a critical leadership role responsible for owning and optimizing the CRM infrastructure that underpins our sales execution. This role is laser-focused on HubSpot configuration, data integrity, and system enablement — ensuring every sales team operates on a clean, reliable, and scalable foundation.

You’ll oversee the entire CRM lifecycle: from design and documentation, to onboarding new client accounts, to ongoing optimization and governance. Your mission? To make HubSpot an engine of operational excellence. That means seamless integrations, airtight documentation, bulletproof data, and performance at scale.

This isn’t just about keeping the CRM running — it’s about building systems that fuel predictable growth. If you thrive in high-performance environments, love turning chaos into clean processes, and geek out about HubSpot the way most people geek out about Netflix, this role is for you.

You SHOULD Apply If You:

• Have designed, configured, and optimized HubSpot across multiple teams or orgs
• Love building scalable systems that turn scattered workflows into predictable sales engines
• Are an absolute HubSpot genius and know your way around all HubSpot functionality
• Have deployed new CRM environments from scratch — integrations, dialers, schedulers, reporting tools included
• Get energy from documenting workflows, SOPs, and playbooks that stick
• Geek out over data integrity and accurate dashboards that leadership can actually trust
• Are as comfortable building CRM architectures as you are refining automations and reports
• Have successfully led onboarding and training to ensure adoption sticks
• Enjoy collaborating with leadership to align CRM with GTM strategy
• Are passionate about standardization, scalability, and governance
• Want to be both a strategic architect and a hands-on CRM builder
  
  

You SHOULD NOT Apply If You:

• Have only used a CRM but never configured or designed one
• Prefer band-aid fixes over building scalable systems
• Get overwhelmed by workflows, documentation, or governance
• Think CRMs are “set it and forget it”
• Need someone else to hand you a pre-built system
• Only have theory/certifications with no hands-on execution
• Avoid data structures, KPIs, and auditing in favor of “just making it work”
• Don’t get excited about building a CRM environment that’s enterprise-grade and bulletproof
  
  

Core Outcomes (What Success Looks Like):

• New client accounts onboarded into HubSpot and live within 30 days
• 100% dashboard accuracy (Scale Scorecard, Rep Scoreboard) through strict governance
• CRM deployments for new sales engines completed and fully configured within 30 days
• CRM auditing protocols enforced across all accounts with high team compliance
• Up-to-date documentation, SOPs, and training libraries that drive adoption and reduce support needs
  
  

Responsibilities

• Own HubSpot configuration, optimization, and maintenance across all client accounts
• Lead CRM setup for new accounts, including integrations with dialers, schedulers, and reporting tools
• Build and maintain CRM documentation (playbooks, SOPs, workflows) for org-wide consistency
• Collaborate with the data team to align CRM with external data pipelines and dashboards
• Enforce auditing, data quality standards, and pipeline discipline while overseeing CRM auditing team
• Partner with leadership and RevOps to support forecasting and growth initiatives
• Continuously streamline workflows and improve user experience
• Act as internal escalation point and subject matter expert for HubSpot best practices
• Lead CRM onboarding for new hires and accounts to ensure smooth adoption
• Track and deliver on CRM initiatives tied to quarterly operational targets
  
  

Job Type: Full-time

Pay: $72,000.00 - $115,000.00 per year

Compensation package:

• Bonus opportunities
  
  

Schedule:

• Monday to Friday
  
  

Work Location: Remote

Compensation Range: $72K - $115K