[Hiring] Mid CRM & Automation Specialist @Lean Solutions Group

Role Description

The Mid CRM & Automation Specialist will be responsible for the following:

• CRM Architecture & Administration: Administers and continuously optimizes the company’s CRM platforms (Monday.com / Monday CRM and HubSpot CRM), configuring pipelines, lifecycle stages, custom properties, automations, permissions, integrations, and strict data governance.
• Data Quality & Pipeline Hygiene: Monitors CRM data integrity daily, collaborating directly with sales representatives to ensure leads, accounts, contacts, activities, and opportunities are accurate and current.
• Daily Sales Enablement: Meets with sales representatives on a daily cadence to understand priorities, remove operational roadblocks, and provide hands-on workflow and system support.
• Prospect Research & Lead Generation: Utilizes lead intelligence platforms such as ZoomInfo and AI research tools to identify target accounts, key decision-makers, and new commercial opportunities.
• Outbound Marketing Campaigns: Supports the creation, audience segmentation, copywriting, and automated sequence execution for outbound marketing and mass email prospecting initiatives.
• Business Intelligence & Dashboards: Designs, builds, and maintains interactive Power BI dashboards and advanced Microsoft Excel models to provide executive visibility into commercial KPIs, sales velocity, pipeline progression, and revenue targets.
• Sales Performance Reviews: Prepares analytical insights and actively participates in weekly sales performance reviews with the CSO and commercial representatives to identify performance gaps and conversion trends.
• Marketing & Event ROI Tracking: Establishes measurement frameworks to quantify the financial ROI, lead conversion, and opportunity generation resulting from marketing campaigns, industry conferences, and trade shows.
• Process Automation: Identifies inefficiencies in commercial workflows and develops automated solutions that reduce manual administrative burdens and improve team productivity.
• AI Workflow Integration: Leverages generative AI platforms (e.g., ChatGPT, Claude) to accelerate prospect research, data processing, sales documentation, email copy generation, and operational reporting.
• Executive Reporting: Compiles weekly, monthly, and quarterly commercial summaries, pipeline health evaluations, and strategic planning insights for executive leadership.
• Performs other commercial operations and strategic enablement duties as assigned.

Qualifications

• Education: Bachelor’s degree in Industrial Engineering, Business Administration, Business Analytics, Information Systems, Marketing, or a related field; an equivalent combination of education and experience will be considered.
• Experience: 2–4 years of demonstrated experience in Revenue Operations, Sales Operations, Business Analysis, CRM Administration, Sales Enablement, or a closely related commercial operations role.
• CRM Expertise: Hands-on experience administering and configuring CRM systems, specifically Monday.com / Monday CRM and/or HubSpot CRM (automations, pipelines, workflows, and integrations).
• Advanced Microsoft Excel: High proficiency with complex formulas, lookup functions (XLOOKUP, INDEX/MATCH), pivot tables, nested logic, data modeling, and reporting automation.
• Business Intelligence (BI): Demonstrated experience building reports, data models, and executive dashboards in Power BI.
• Lead Intelligence Platforms: Direct experience using sales prospecting and company intelligence tools such as ZoomInfo.
• Outbound Marketing: Familiarity with outbound email prospecting, marketing automation workflows, audience targeting, and sequence setup.
• AI Tools: Practical experience incorporating AI tools (ChatGPT, Claude, or equivalent) into daily research, analysis, and process workflows.
• Commercial Acumen: Strong understanding of B2B commercial pipelines, deal stages, conversion funnel metrics, and ROI analysis.

Requirements

• Analytical Problem Solver: Strong ability to think critically, diagnose process bottlenecks, and approach operational challenges with a business-first perspective.
• Cross-Functional Communication: Excellent verbal, written, and presentation skills with the ability to communicate seamlessly with both field sales reps and executive leaders.
• High Attention to Detail: Exceptional commitment to data accuracy, clean documentation, and procedural discipline.
• Proactive & Self-Motivated: Natural curiosity to investigate how operations work and propose solutions independently without waiting for direct instructions.
• Agility & Multitasking: Ability to manage multiple projects, ad-hoc requests, and deadlines simultaneously in a fast-paced environment.
• Bridge Builder: Proven capability to translate complex business requirements into intuitive, scalable technical solutions.

Benefits

• Join a powerful tech workforce and help us change the world through technology.
• Professional development opportunities with international customers.
• Collaborative work environment.
• Career path and mentorship programs that will lead to new levels.