CRM Solutions Lead

Our product runs on our clients' data, and that data lives in their CRM. This role owns it end to end.

You'll work directly with clients to understand what's in their CRM — Salesforce, HubSpot, GoHighLevel, Zoho or whatever else they run on — diagnose the data quality problems, define how it maps into our warehouse, and turn it into segments our campaign teams can act on. Once a client is live, you own the ongoing execution: loads, extracts, dedupes and segment builds.

Internally, you'll work closely with our data engineering and data science teams, giving them the inputs they need to build and run ingestion from each client CRM into our warehouse.

This role needs both kinds of strength. You need the technical depth to profile CRM data at scale and safely load it into a production instance, and the client-facing judgment to turn what you find into recommendations a client will act on.

Responsibilities

•     Run discovery sessions with a client's sales, marketing and technical teams to understand how their CRM is actually used, and serve as our technical lead in the client relationship

•     Document CRM structure: object models, custom objects and fields, picklists, record types, relationships, automations and integrations

•     Profile CRM records across standard and custom objects for completeness, duplication, staleness, formatting inconsistency, invalid values and broken relationships, and