Company Overview
Join us on our mission to elevate customer experiences for people around the world. As a member of the Everise family, you will be part of a global experience company that believes in being people-first, celebrating diversity and incubating innovation. Our dedication to our purpose and people is being recognized by our employees and the industry. Our 4.6/5 rating on Glassdoor and our shiny, growing wall of Best Place to Work awards is a testament to our investment in our culture. Through the power of diversity, we celebrate all cultures for their uniqueness and strengths. With 13 centers around the world and a robust work at home program, we believe great things happen when we work with people who think differently from us. Find a job you’ll love today!

Position Summary
We are seeking a highly capable Sales Technology & CRM Administrator to own, administrator, optimize, and continuously improve our sales technology ecosystem.

The adecuado candidate combines strong CRM administration expertise with sales operations knowledge, workflow automation, data management, reporting, dashboard development, and system integration capabilities.

This is not simply a system maintenance role. We are looking for someone who can understand business requirements and translate them into scalable technology solutions that improve seller productivity, pipeline visibility, data quality, and management decision-making.

Key Responsibilities
1. CRM & Platform Administration
Manage users, roles, profiles, permissions, licenses, teams, territories, and access controls.
Configure CRM objects, fields, page layouts, record types, validation rules, lead statuses, opportunity stages, and other system configurations.
Manage platform configurations and ensure systems remain aligned with evolving sales processes.
Monitor system utilization, adoption, data integrity, and platform performance.
2. Salesforce & HubSpot Optimization
Configure and maintain lead, contact, account, and opportunity management processes.
Design and optimize lead routing, assignment rules, qualification workflows, lifecycle stages, and opportunity processes.
Develop automation to reduce manual activities performed by sales teams.
Maintain standardized sales processes and ensure consistent CRM usage across teams.
Identify opportunities to simplify CRM experiences and improve seller productivity.
3. Workflow & Process Automation




Translate Sales and Revenue Operations requirements into automated workflows.
Design automation for activities such as: Lead capture and enrichment
Lead qualification
Lead assignment and routing
Account/contact enrichment
Sales follow-up
Opportunity stage management
Notifications and alerts
Sales handoffs
Pipeline management
Data synchronization

Continuously identify manual sales activities that can be automated.
4. Reporting, Dashboards & Analytics
Develop and maintain executive and operational dashboards covering areas such as:
Sales pipeline
Pipeline coverage
Pipeline velocity
Lead conversion
Opportunity conversion
Win/loss analysis
Sales activity
Lead source effectiveness
SDR/BDR productivity
Account penetration
Forecast accuracy
Sales funnel performance
Create role-specific dashboards for Sales Executives, Sales Leaders, Account Executives, SDR/BDRs, and Revenue Operations teams.
Ensure reporting definitions and KPI calculations are consistent across platforms.
5. Sales Intelligence & Prospecting Platforms
Responsibilities may include:
User/license administration
CRM integrations
Lead/contact enrichment
Account mapping
Prospect segmentation
Data export/import processes
Duplicate management
Data quality monitoring
Sales intelligence workflows
Work with Sales leadership to improve adoption and maximize value from sales intelligence platforms.
6. Data Management & Governance
Maintain high standards for CRM data quality, completeness, consistency, and accuracy.
Develop policies and processes for: Data ownership
Duplicate management
Required fields
Naming conventions
Account/contact hierarchy
Lead lifecycle governance
CRM hygiene

Conduct periodic data audits and recommend corrective actions.
Establish data governance standards across the sales technology ecosystem.
7. Systems Integration
Manage and monitor integrations between:
Ensure information flows accurately across the ecosystem and investigate synchronization or integration issues.
Partner with IT, vendors,



or integration specialists when necessary to implement more advanced integrations.
8. User Support & Enablement
Serve as the first point of contact for sales technology issues.
Troubleshoot system, workflow, reporting, access, and data issues.
Develop user guides, process documentation, and training materials.
Train new and existing sales team members on appropriate use of the technology stack.
Promote adoption of standardized sales processes and tools.
9. Continuous Improvement
Partner with Sales Leadership and Revenue Operations to identify opportunities to:
Reduce administrative effort for sellers
Improve lead response time
Improve pipeline transparency
Increase CRM adoption
Improve data quality
Increase sales productivity
Improve management reporting
Automate repetitive activities
Maintain a roadmap of system enhancements and prioritize improvements based on business impact.

Required Qualifications
3–6+ years of experience in CRM Administration, Sales Operations, Revenue Operations, Sales Technology, or Business Systems.
Strong hands-on administration experience with Salesforce.
Experience administering or configuring HubSpot.
Strong understanding of the B2B sales lifecycle, including:
Lead → MQL/SQL → Opportunity → Pipeline → Closed Won/Lost
Experience building CRM workflows, automation, validation rules, assignment rules, and notifications.
Strong experience developing reports, KPIs, and executive dashboards.
Understanding of CRM data models involving Leads, Contacts, Accounts, Opportunities, Activities, and Campaigns.
Strong data management and troubleshooting skills.
Ability to translate business requirements into technical configurations.
Strong documentation and stakeholder communication skills.

Preferred Qualifications
Salesforce Administrator certification.
HubSpot certifications.
Experience with Revenue Operations or Sales Operations.
Experience integrating CRM and sales intelligence platforms.
Familiarity with API/integration concepts and tools such as Zapier, Workato, Tray.io, or similar platforms.
Advanced Excel/data analysis capabilities.
Experience supporting SDR/BDR, Account Executive, and Enterprise Sales organizations.
Familiarity with sales forecasting, territory management, account segmentation, and pipeline management.

If you’ve got the skills to succeed and the motivation to make it happen, we look forward to hearing from you.

📌 Sales Technology & CRM Administrator (Manager) (Valle de Bravo)
🏢 Everise
📍 Valle de Bravo