[Hiring] CRM & Data Operations Specialist @One Identity

Role Description

We are looking for a detail-obsessed, systems-first thinker who will own the integrity, structure, and governance of our Salesforce CRM environment and its integrations. You don't just use tools — you think in data models. You care about what a field means, who owns it, and what breaks if it's wrong.

This is a highly cross-functional role operating at the intersection of marketing, sales, and revenue operations. You will serve as the authoritative voice on data structure, field governance, and integration reliability across our go-to-market tech stack.

Salesforce Data Model Ownership

• Own and maintain the canonical Salesforce data model across Specialists, Contacts, Accounts, and Campaigns
• Define and enforce field-level ownership, data types, picklist values, and object relationships
• Document the full data architecture and ensure it reflects current business logic
• Partner with Revenue Operations and Sales Specialistership to evolve the data model as the business scales

Data Governance & Quality

• Establish and enforce data governance policies including deduplication rules, field ownership, and data entry standards
• Design and implement sync rules between integrated systems to prevent data conflicts and record corruption
• Monitor data health dashboards; proactively identify and remediate quality issues before they impact downstream systems
• Own the data quality score across all CRM objects and drive continuous improvement programs

HubSpot ↔ Salesforce Integration Integrity

• Serve as the primary owner of the HubSpot-to-Salesforce integration, ensuring bi-directional data consistency
• Audit field mappings, sync rules, and error logs on a regular cadence
• Partner with Marketing Ops to align Specialist lifecycle stages, campaign member statuses, and attribution fields across both platforms
• Identify and resolve integration drift before it affects reporting or sales workflows

Campaign Member Structure & Attribution Readiness

• Own the campaign member data structure within Salesforce to ensure readiness for multi-touch attribution reporting
• Define and maintain campaign member status values, response taxonomies, and program hierarchy standards
• Work with Demand Generation and Marketing Analytics to ensure campaign data is consistently captured and attributable

Specialist-to-Account Matching & Routing Logic

• Own and optimize Specialist-to-account matching rules to ensure accurate association at every stage of the funnel
• Maintain and refine Specialist routing logic, assignment rules, and queue management within Salesforce
• Partner with Sales Ops to ensure routing decisions align with territory design and capacity planning

Consent, Compliance & Data Privacy

• Ensure CRM data practices comply with GDPR, CCPA, and other applicable data privacy regulations
• Maintain consent field mappings, suppression lists, and opt-out logic across integrated systems
• Serve as the operational point of contact for data subject requests requiring CRM-level action

Qualifications

• 5+ years of experience in CRM administration, marketing operations, or revenue operations with a focus on Salesforce
• Expert-level understanding of the Salesforce data model — objects, relationships, field types, and record types — with the ability to design and justify structural decisions
• Hands-on experience with HubSpot-to-Salesforce integration management, including field mapping, sync configuration, and error troubleshooting
• Deep knowledge of data governance principles: deduplication logic, field ownership frameworks, data stewardship practices
• Proven track record of building and enforcing data quality standards in a complex, multi-system environment
• Experience with Specialist lifecycle management, including Specialist-to-account matching, routing rules, and funnel stage definitions
• Familiarity with campaign attribution models and the data structures required to support them
• Strong understanding of data privacy and compliance requirements (GDPR, CCPA) as they relate to CRM data
• Exceptional documentation skills — you write things down, maintain them, and ensure others can follow them

Requirements

• Salesforce Administrator Certification (ADM-201): Strongly preferred; demonstrates formal mastery of the platform and its governance capabilities
• Salesforce Advanced Administrator or Platform App Builder: A plus for candidates with deeper declarative configuration experience
• Experience with LeanData, Clearbit Enrichment, or similar data enrichment/routing tools
• Familiarity with SQL or data querying for CRM audits and pipeline reporting
• Background in B2B SaaS or cybersecurity go-to-market environments
• Experience with marketing attribution platforms such as Bizible / Adobe Marketo Measure

Company Description

One Identity enables organizations of all sizes to better secure, manage, monitor, protect, and analyze information and infrastructure to help fuel innovation and drive their businesses forward. With team members around the globe, we intend to continue to grow revenues and add value to customers.

When you join our team, you will have the opportunity to build and develop products at a scale few others can provide. Our product portfolio serves a large base of customers and we are addressing the strategic imperatives for enterprise businesses. Working with some of the most talented employees the industry has to offer, we provide enhanced career opportunities for team members to learn and grow in a rapidly changing environment.