CRM Business Specialist

You will be responsible for supporting the day-to-day business user experience across our CRM platforms and contributing to data stewardship activities. Working closely with Revenue Operations leadership and the CRM Data Governance Specialist, this role helps ensure our CRM platforms are well-maintained, consistently adopted, and supported by quality data across all global revenue-generating functions - Sales, Marketing, Customer Success, and Finance.

As a CRM Business Specialist, you will serve as a key point of contact for CRM users, helping translate business needs into platform solutions while reinforcing the data standards and governance practices established by the broader Revenue Operations team.

• Support the administration and maintenance of Salesforce, HubSpot, and future CRM instances, including user setup, permissions, roles, page layouts, workflows, process automation, and integrations.
• Collaborate with Revenue Operations leadership to investigate, test, and help deploy feature and functionality enhancements that improve CRM capabilities.
• Assist in designing and refining CRM processes that improve operational efficiency, productivity, and the seller experience.
• Help maintain and update visual layouts and user interfaces to support effective and efficient selling motions.
• Assist in maintaining integrations with related systems to support data synchronization and process automation.
• Execute approved enhancements and new functionality as business requirements evolve; help document changes and communicate updates to users.
• Continuously develop CRM platform knowledge and capabilities to effectively support evolving business and user needs.

• Build and maintain Salesforce reports and dashboards to support business performance tracking, revenue forecasting, KPI reviews, and executive-level insights, as directed by the Analytics Manager or Revenue Operations leadership.
• Respond to recurring and ad hoc data requests through research, validation, and documentation, ensuring accurate and timely delivery of trusted insights to stakeholders.
• Help identify and flag data trends, anomalies, and inconsistencies that may impact forecasting, reporting, or GTM execution, escalating findings to the Data Governance Specialist or Revenue Operations leadership as appropriate.
• Support the CRM Data Governance Specialist in applying data governance frameworks, including data standards, field definitions, validation rules, and usage policies, and help maintain data dictionaries and lineage documentation.
• Assist in data cleansing and quality monitoring activities, including resolving duplicate records, incomplete data, and inconsistent field usage, and reinforce data governance best practices with CRM users through day-to-day interactions.

• 5+ years of experience in CRM administration, data analytics, or Revenue Operations within a global environment.
• Deep, hands-on experience with Salesforce CRM, including configuration, reporting, and data management.
• Salesforce Administrator certification required.
• Proven experience building reports and dashboards to support forecasting, KPI tracking, and executive decision-making.
• Demonstrated experience supporting data cleansing, standardization, and quality improvement initiatives.

• Excellent documentation and communication skills, capable of conveying information clearly to both technical and non-technical audiences.
• Collaborative approach with the ability to support and influence stakeholders in adopting standardized data practices and CRM processes.
• Working understanding of revenue operations frameworks and GTM strategies.
• Strong analytical and research skills, with the ability to help investigate data issues and communicate findings in a clear, actionable way.

• Data-driven mindset with a focus on accuracy, consistency, and trust.
• Organized and detail-oriented, with the ability to manage multiple concurrent tasks and priorities effectively.
• Receptive to direction from senior specialists and leadership, with a proactive approach to problem-solving and continuous learning.

• Familiarity with multiple Salesforce capabilities and cloud platforms (Sales Cloud, Service Cloud, Marketing Cloud).
• Experience working with HubSpot, Domo, Traction, Zapier, or other revenue technology tools.
• Exposure to data governance practices, data dictionaries, or data quality frameworks.

• Primarily office-based, with occasional requirements to visit manufacturing areas or other business locations.