CRM Operations Lead

A Snapshot of WFS Group: WFS is a high performance RevOps agency that installs and deploys enterprise-grade, AI-driven revenue engines and selling systems for our clients.

Think of a lead generation based marketing agency….

But focused on sales 🤪Put simply, our clients outsource their sales department to us and we sell their services to help them scale faster than ever before while changing as many people’s lives as possible.

We architect entire end-to-end sales solutions by designing custom sales motions, integrating battle-tested systems, developing go to market strategies powered by our proprietary playbooks, and then hiring, training, and managing a highly trained on demand sales force to deploy faster and more predictable revenue engines.

The current verticals we serve are the alternative education space that sell transformative programs including everything from business consulting programs, to programs that teach people how to invest in real estate, learn mergers and acquisitions and many many more, along with the software as a service (SaaS) vertical, bringing cutting edge technology products to market.

In short, we’re a full-stack RevOps implementation partner that installs full cycle turnkey selling systems for our clients.

Position Overview: CRM Operations Lead The CRM Operations Lead is a critical role focused on enhancing and scaling the CRM infrastructure that underpins our outsourced sales delivery.

This role is laser-focused on HubSpot configuration, data integrity, and system enablement, ensuring that every sales team operates on a clean, reliable, and scalable CRM foundation.

You will play a key role in supporting the CRM lifecycle — from system design and documentation, to deployment for new accounts, to ongoing optimization and maintenance.

Working closely with CRM leadership, sales, and data teams, you’ll help strengthen the systems, processes, and standards that drive pipeline management, reporting accuracy, and sales productivity.

Beyond technical execution, this role is about identifying opportunities to improve performance, streamline workflows, and elevate the overall effectiveness of our CRM ecosystem.

You’ll contribute to building HubSpot into a true engine of operational excellence through improved integrations, stronger documentation, and more consistent system performance.

This role is ideal for a CRM operator who thrives in a growth-driven environment and enjoys improving systems that are already in motion.

You’ll contribute to CRM design and governance, support onboarding of new accounts, and help reinforce the data quality and process discipline that keeps our sales organization aligned and scalable.