CRM Operations Lead
About this role
A Snapshot of Curvion Blue
Curvion Blue is a high-performance RevOps & sales augmentation agency that installs and deploys enterprise-grade, AI-driven revenue engines and selling systems for growing companies.
Think of a lead generation-based marketing agency... but focused on sales. 🤪
Our clients bring us in when they need to build, optimize, or scale their revenue engine without having to build the entire infrastructure themselves. We architect end-to-end sales solutions by designing custom sales motions, implementing GTM strategies, configuring CRM and sales infrastructure, deploying AI-enabled tools, and providing highly trained sales talent to execute the system.
Our approach combines technology, strategy, systems, and people. We use battle-tested playbooks and proprietary processes to help our clients generate revenue faster, more efficiently, and with greater consistency, visibility, and control.
Our experience spans the alternative education space, including business consulting, real estate investing, mergers and acquisitions, sales training, and other transformative programs, as well as the SaaS industry, where we help innovative technology companies bring their products to market.
In short, we build and deploy revenue engines.
And CRM is a major part of that engine.
Position Overview: CRM Operations Lead
The CRM Operations Lead is a critical role responsible for strengthening and scaling the CRM infrastructure that powers Curvion Blue's sales delivery.
This role is laser-focused on HubSpot configuration, data integrity, system optimization, and operational enablement. You'll help ensure that the CRM environments supporting our sales organizations are clean, reliable, scalable, and built to support high-performance selling.
You'll play a key role across the CRM lifecycle, from system design and documentation to new account deployment, ongoing optimization, auditing, and maintenance.
You'll work closely with RevOps, sales leadership, data, and other operational stakeholders to improve the systems and processes behind pipeline management, reporting accuracy, sales productivity, and revenue visibility.
But this isn't a "keep the CRM running" role.
We're looking for someone who naturally sees the next level of the system.
Where are we creating unnecessary friction?
Where is data breaking down?
What should be automated?
Where are teams working around the CRM instead of through it?
What needs to be standardized before we scale it?
You'll help identify those opportunities and turn them into better systems, cleaner data, stronger processes, and more scalable revenue operations.
This role is ideal for a hands-on CRM operator who enjoys working inside complex systems, improving what already exists, and building infrastructure that allows sales teams to move faster without sacrificing visibility or control.
You SHOULD apply to this role if:
You've designed, configured, optimized, or administered HubSpot or another CRM at a meaningful level
You've worked with CRM environments supporting multiple teams, business units, or organizations
You enjoy improving and scaling existing systems, not just building from scratch
You've supported CRM deployments, migrations, or implementations, including integrations with dialers, schedulers, reporting tools, or other sales technology
You naturally look for ways to automate repetitive processes and eliminate operational friction
You care deeply about data integrity, reporting accuracy, and system governance
You're comfortable auditing CRM environments and identifying gaps in structure, usage, configuration, or performance
You can translate business requirements into practical CRM solutions
You can balance strategic thinking with hands-on execution
You enjoy creating documentation, SOPs, playbooks, and processes that make systems easier to use and scale
You enjoy working cross-functionally with RevOps, sales, data, and leadership
You're energized by scalability, standardization, and continuous improvement
You SHOULD NOT apply to this role if:
You've primarily used a CRM but haven't configured, optimized, or managed one
You prefer simply completing tickets over identifying and solving systemic problems
You'd rather build something new than improve a system that's already in motion
Auditing data, workflows, and system architecture sounds painfully boring
You avoid documentation, process standardization, or governance
You need complete ownership before you're comfortable making an impact
You're uncomfortable working across multiple teams and stakeholders
You rely primarily on certifications or theory without meaningful hands-on CRM experience
You're looking for a role where the system stays the same once you've built it
You aren't interested in thinking about how the CRM can make the sales organization better
Core Outcomes
Success in this role means:
HubSpot workflows, pipelines, automations, and configurations are continuously improved for scalability, reliability, and performance
CRM data is clean, accurate, structured, and trustworthy
Reporting and data pipelines receive the information they need to function properly
CRM inefficiencies and system gaps are identified and addressed proactively
New client accounts can be onboarded with consistent, scalable CRM infrastructure
Integrations between HubSpot and the broader sales technology stack function reliably
CRM documentation, SOPs, and playbooks remain current, actionable, and easy to follow
CRM standards and governance are consistently applied across teams
Sales teams have the systems and infrastructure they need to operate effectively
CRM initiatives move from idea → implementation without getting stuck in operational limbo
Responsibilities
CRM Configuration & Optimization
Configure, maintain, and continuously optimize HubSpot workflows, pipelines, properties, automations, views, and other CRM functionality
Audit existing CRM environments and identify opportunities to improve structure, usability, efficiency, and performance
Troubleshoot CRM issues and identify root causes rather than relying on temporary fixes
Evaluate existing processes and recommend opportunities for automation and system improvement
Client & Account Deployment
Support CRM setup and deployment for new Curvion Blue client accounts
Help configure CRM environments to support each client's sales motion and operational requirements
Coordinate CRM integrations with dialers, scheduling platforms, reporting tools, and other sales technology
Ensure new environments follow established configuration and data standards
Data Integrity & Governance
Maintain strong CRM data integrity and establish standards for accurate, consistent data entry
Audit CRM data and system usage to identify gaps, inconsistencies, and process breakdowns
Partner with the data team to ensure CRM configuration supports reporting, analytics, and downstream data pipelines
Help establish and maintain CRM governance standards as the organization scales
Documentation & Enablement
Create and maintain CRM documentation, SOPs, workflows, playbooks, and process guides
Help translate complex CRM processes into clear, usable resources for sales and operations teams
Support onboarding for new sales hires and account teams to ensure CRM adoption and process alignment
Provide guidance on CRM best practices and help teams troubleshoot system challenges
Revenue Operations
Partner with RevOps and sales leadership on forecasting, reporting, pipeline management, and operational initiatives
Identify CRM-related bottlenecks that impact sales productivity or revenue visibility
Support CRM projects tied to quarterly priorities and broader company initiatives
Contribute ideas and recommendations that improve the scalability and effectiveness of Curvion Blue's revenue infrastructure
Compensation & Logistics
Job Type: Full-time, W-2
OTE: $72,000 - $100,000 annually
Additional Compensation: Bonus opportunities
Schedule: Monday-Friday, 9:00 AM-6:00 PM
Location: Remote
Compensation Range: $72K - $100K
Originally posted on Himalayas
