Agency Systems Manager

About Vision Point Marketing

Vision Point Marketing is on a mission to become higher education’s most trusted enrollment marketing partner. As a full‑service agency, we collaborate with colleges and universities nationwide to strengthen brands, accelerate marketing performance, and drive measurable enrollment growth. Our award‑winning work is showcased on national conference stages, but our greatest pride is making life easier—and more successful—for our client partners. Headquartered in Raleigh, NC, we operate as a remote‑first company with Vision Pointers across every U.S. time zone, while offering hybrid and in‑person options for those near our headquarters.

The Agency Systems Manager is responsible for maintaining, configuring, and continuously improving Vision Point’s operational systems—ensuring data accuracy, streamlined processes, and a friction‑free experience for internal teams. This role is central to keeping our tech stack running smoothly, actively managing bugs and improvements, and delivering clear, actionable revenue operations reporting.

This position owns the integrity and clarity of Vision Point’s operational data. They will manage cross‑system workflows, respond to automation issues and QA needs, implement updates as software evolves, ensure accuracy in reporting, and maintain up‑to‑date documentation for key company‑wide processes.

The ideal candidate is highly organized, technically adept, and energized by improving systems that directly support both client and agency success. The Agency Systems Manager reports directly to the Chief Financial Officer and partners closely with the Senior Director of Client Operations, Chief Client Officer, COO, Service delivery leaders, and the broader Client Operations team. Together, they streamline processes, enhance efficiency, deliver clean reporting, and support the agency’s growth.

This role requires a proactive approach to identifying system improvements and a strong ability to develop and implement solutions.

• Serve as the champion and primary administrator of Vision Point’s internal systems and operational platforms.
• Maintain and optimize Vision Point’s project management platform (Click Up), CRM (Hub Spot), and other agency tools—including building dashboards and widgets to ensure clean data, clear structure, and ease of use across teams.
• Administer system permissions, templates, views, workflows, and automations to drive operational consistency and efficiency.
• Lead user training and ongoing support to ensure team members are using systems effectively and consistently.
• Proactively monitor software updates, conduct regular audits, and implement process improvements that enhance clarity, reduce friction, and support a smooth operational experience.
• Maintain system documentation— including SOPs, data standards, templates, and workflow maps—to ensure company‑wide clarity and alignment.
• Partner with leaders to govern system structure and ensure changes remain scalable and aligned with agency needs.

• Support revenue operations by maintaining accurate data flow across CRM, project management, and reporting tools.
• Collaborate with Business Development, Client Experience, Finance, and Client Operations to ensure all revenue, pipeline, forecasting, and utilization data is accurate and consistently captured.
• Build and maintain dashboards and reports that provide insights into pipeline health, client lifecycle data, forecasting accuracy, revenue leaks/opportunities, and operational trends.
• Ensure Hub Spot (or related CRM tools) fields, automations, and workflows stay updated and aligned with evolving agency processes.
• Provide QA for…