CRM & Systems Integration Specialist

We are seeking a CRM & Systems Integration Specialist to design, manage and enhance our marketing and commercial systems including Salesforce, HubSpot, Partner Portal, lead-gen automation, customer service tools, pricing systems, and digital sales enablement tools.

This role works cross-functionally across Marketing, and Sales to build and maintain automated integrations that improve data quality and enhance customer experience. The ideal candidate combines strong Salesforce expertise, systems thinking, and business acumen to deliver scalable, efficient solutions that support growth.

Key Responsibilities

Salesforce System Administration

• Administer and enhance Salesforce, including configuration (objects, fields, flows, validation rules, dashboards, and reports)
• Lead Salesforce projects, including integrations and third-party applications
• Design and optimize lead generation, routing, scoring, and lifecycle management processes
• Provide insights to improve marketing effectiveness and business outcomes

Systems Integration

• Manage the digital ecosystem of marketing, sales, customer service, and digital platforms (CRM, marketing automation, partner portal, and product configurator)
• Identify and implement process improvements to enhance performance, usability, and reporting
• Enhance and maintain reporting to track lead generation, funnel performance, and revenue impact
• Ensure consistency and accuracy of pricing, product data, and workflows across platforms
• Provide insights to improve marketing effectiveness and business outcomes

Customer-facing Digital Tools Management

• Support and optimize customer-facing digital platforms used for quoting and order management, including access based on user roles and permissions
• Partner with Sales, Marketing, and Engineering to ensure systems are integrated, scalable, and aligned with business processes across the customer lifecycle
• Ensure seamless integration across platforms and troubleshoot system issues as needed

Qualifications

• Strong problem-solving and analytical skills with a focus on data accuracy and process improvement
• Effective communication and cross-functional collaboration
• Familiarity with identity/access tools (ex. miniOrange, Okta) preferred
• Experience with pricing, quoting, or order management systems a plus
• A demonstrated ability to work in a self-directed and independent manner, prioritizing work appropriately