Manager, CRM Sales Systems

Manager, CRM Sales Systems $90,000 - $105,000 annually

SUMMARY

The CRM Sales Systems Administrator serves as Pinnacle Live’s dedicated owner of the Hub Spot CRM platform, responsible for system health, data integrity, user adoption, and the reporting infrastructure that enables leaders to drive performance and accountability across all venues.

This role sits at the intersection of sales operations, marketing, and technology, serving as the single point of contact for all Hub Spot needs across Venue Sales, Marketing, HCS, CX, and Tech. The Administrator translates business needs into platform solutions, ensures the system reflects how Pinnacle Live teams actually work, and proactively identifies and resolves gaps before they affect performance.

This is a high-impact, cross-functional role requiring both technical CRM expertise and the ability to communicate clearly, prioritize effectively, and drive adoption across a distributed organization.

ESSENTIAL DUTIES AND RESPONSIBILITIES

CRM Architecture & Pipeline Management

• Own and maintain Hub Spot pipeline configuration, including deal stages, required fields, properties, and lifecycle stages across all venues and business lines (VS, HCS, Marketing)
• Standardize pipeline structures to ensure consistent data capture and reporting accuracy across all teams
• Manage all system settings, integrations, and data architecture in alignment with business priorities set by senior leadership
• Serve as the primary approver and builder for cross-pipeline automations, ensuring changes do not impact unintended pipelines or teams

Reporting and Performance Visibility

• Design, build, and maintain role-level dashboards and reports that enable RSPs and RBPs to actively coach, escalate, and hold venue teams accountable
• Develop regional and cross-venue reporting to support RBP oversight and leadership visibility
• Build and maintain leadership-level KPI reporting tied to pipeline performance, adoption health, and revenue outcomes
• Proactively identify reporting gaps and surface red flags, including stalled deals, missed follow-ups, and sales process breakdowns, to the appropriate leaders

Data Governance & Hygiene

• Conduct routine audits of contact, deal, and company records to identify and resolve duplicates, missing data, and input inconsistencies
• Define, document, and enforce data entry standards across all venues and pipelines
• Monitor and maintain CRM data quality

Adoption & Enablement

• Track platform usage by seller, venue, and region; proactively flag low adoption to RSPs and RBPs
• Develop and maintain adoption reporting that gives leaders a clear, actionable view of Hub Spot engagement across their teams
• Partner with RSPs and RBPs to establish usage expectations by role and support accountability follow-through
• Develop and deliver role-specific Hub Spot training for new hires and existing users on an ongoing basis
• Maintain and update training materials, onboarding guides, and reference documentation as the platform evolves
• Identify and address adoption gaps through targeted reinforcement
• Build a library of documented processes for recurring platform tasks and common request types
• Manage user onboarding, permission assignments, and offboarding, staying ahead of changes through regular review of onboarding/offboarding reports

Request Intake & Prioritization

• Serve as the single point of contact for all Hub Spot requests across every team and business line
• Own the request intake process: managing the queue, communicating timelines, and resolving requests within established SLAs
• Prioritize requests based on business impact and urgency in coordination with leadership
• Document all changes and maintain a visible backlog so stakeholders can track request status at any time

Marketing Operations & Automation

• Own Hub Spot-based marketing operations including lead routing, segmentation, list management, lifecycle stage definitions, and campaign tracking
• Build and maintain automation workflows that support scalable demand generation, lead nurturing, and customer engagement
• Collaborate with the Marketing team to ensure campaign performance is accurately tracked from lead to revenue within Hub Spot
• Provide reporting on…