Salesforce Specialist

Responsibilities & Tasks 

• 
  
Salesforce & HubSpot Data Management
• Ensure data is structured correctly to support seamless lead tracking, sales processes, data analysis, and marketing automation.
• Manage field mapping, syncing rules, and automation between Salesforce and HubSpot.
• Identify and resolve data integrity issues, duplicates, and inconsistencies.
CRM & Marketing System Integration
• Own the Salesforce - HubSpot integration, ensuring alignment between sales and marketing data.
• Work closely with sales, marketing, and operations teams to optimize workflows and reports.
• Set up and manage lead scoring, segmentation, and campaign tracking across platforms.
• Source marketing lists from ZoomInfo or other data providers based on marketing’s criteria, including industry, job titles, and key specifics.
• Deduplicate against existing Salesforce and HubSpot records before accurately uploading data into the appropriate platform for marketing or sales use.
CPQ Quoting Process & SKU Management
• Oversee CPQ (Configure, Price, Quote) processes, ensuring SKUs and pricing data are structured correctly in Salesforce.
• Maintain accurate product catalogs, pricing, and discount structures within the CRM.
• Streamline the quoting workflow for sales teams.
Process Optimization & Reporting
• Develop dashboards and reports to track pipeline, conversion rates, and data accuracy.
• Automate data flows and sales processes to improve efficiency.
• Provide training and best practices to sales and marketing teams on system usage.

Required Qualifications  

• Expertise in Salesforce CRM (data structure, fieldmanagement, reporting, automation). 
• Experiencewith HubSpot (orstrongunderstandingof marketing automationplatforms). 
• Strong data management skills (integration, syncing, deduplication). 
• Experiencewith sales quotingprocesses (CPQ, SKU management, pricingworkflows). 
• Abilitytotroubleshoot, optimize, and improvesystemworkflows. 
• FamiliaritywithAPIs (Power BI, Tableau), automationtools and third-partyreportingtoolsis a plus. 

Desired Qualifications

• Salesforce Administrator – Skills: CRM configuration, data integrity, and automation. 
• Salesforce Data Architect – Advancedcertificationfordata modeling, deduplication, and data flowsbetweensystems.  
• HubSpot Marketing Software Certification – Skills:listsegmentation, deduplication, and campaignsetup. 
• HubSpot Operations Software Certification – Skills: on data syncing, automation, and integration with CRMs like Salesforce. 

• Experience
CRM & Data Management Experience (Salesforce & HubSpot)
• 3–5 years working with Salesforce CRM, including data structuring, field mapping, deduplication, and workflow automation.
• 2–4 years of experience with HubSpot Marketing or Sales Hub, managing list segmentation, automation, and CRM sync.
• Strong understanding of lead management, scoring, and attribution tracking across sales and marketing platforms.
• Experience integrating and syncing data between Salesforce and HubSpot marketing automation platforms.
Data Sourcing & List Management Experience
• 2–4 years of experience sourcing data from providers like ZoomInfo, LinkedIn Sales Navigator, or similar tools.
• Ability to apply filters for industry, job titles, company size, and other targeting criteria to generate high-quality lists.
• Expertise in data duplication strategies to maintain clean and accurate records before uploading to CRM or marketing platforms.
Sales & Marketing Operations Experience
• 3+ years in Sales Operations, Marketing Operations, or Revenue Operations (RevOps) roles.
• Experience in aligning sales and marketing teams through structured data management and process optimization.
• Understanding of lead qualification processes and how data impacts pipeline and conversion rates.