CRM Operations Manager

Position Description:

W

e are seeking a highly organized and strategic CRM Operations Manager to own and optimize our Microsoft Dynamics CRM (Sales Hub) across all business units. This role will serve as the bridge between Marketing and Sales, ensuring strong CRM adoption, clean and reliable data, and scalable processes that support revenue growth.

T

his individual will be responsible for CRM process ownership, user training, data governance, and roadmap alignment—working closely with Sales, Marketing, Business Unit Leadership and technical CRM administrators.

G

eneral Duties and Responsibilities:

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RM Ownership & Roadmap

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 O

• wn the day-to-day management and optimization of Microsoft Dynamics Sales Hub 

 P

• artner with stakeholders to define and prioritize CRM enhancements and roadmap 

 E

• nsure CRM structure and workflows align with evolving sales and marketing needs 

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P

rocess Development (SOPs)

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 D

• evelop, document, and maintain CRM standard operating procedures 

 E

• stablish best practices for lead management, opportunity tracking, and pipeline hygiene 

 D

• rive consistency in CRM usage across all business units 

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C

RM Integrations

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 O

• wn the alignment between CRM (Dynamics) and marketing automation platforms, survey platform and other software connections (e.g., HubSpot, Forsta, Data Providers, Maplytics) 

 E

• nsure seamless lead flow, lifecycle stages, and data synchronization between systems 

 P

• artner with Marketing to optimize lead capture, scoring, routing, and handoff to Sales 

 M

• aintain data consistency and integrity across platforms 

 I

• dentify and resolve gaps in integration, workflows, and campaign attribution

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S

ales Training & Enablement

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 L

• ead CRM onboarding for new Sales hires 

 C

• reate and maintain training materials (videos, guides, quick-reference documentation) 

 A

• ct as the primary resource for CRM usage questions and ongoing user support 

 R

• einforce adoption of standardized processes and workflows 

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D

ata Quality & Governance

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 E

• stablish and enforce data standards (required fields, naming conventions, etc.) 

 M

• onitor and resolve duplicates, incomplete records, and inconsistencies 

 P

• artner with Sales and Marketing to maintain clean, actionable data 

 E

• nsure CRM data supports accurate reporting and marketing execution 

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C

ross-Functional Collaboration

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 S

• erve as the liaison between Sales, Marketing, and CRM administration/IT 

 T

• ranslate business needs into CRM requirements and workflows 

 P

• rovide guidance to CRM administrators on user experience and process improvements

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E

ducation and Experience:

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 C

• RM platform expertise (MS Dynamics preferred) 

 S

• trong understanding of sales + marketing processes 

 D

• ata analysis and reporting awareness 

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 T

• raining, documentation, and communication skills 

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 A

• bility to manage multiple projects and stakeholders

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P

referred Qualifications:

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 5

• –8 years of experience in CRM management, operations, or related roles 

 H

• ands-on experience with Microsoft Dynamics CRM, Sales Hub

 E

• xperience integrating CRM systems with marketing automation platforms (e.g., HubSpot, Marketo, Pardot)

 S

• trong understanding of lead lifecycle management (MQL → SQL → Opportunity) 

 F

• amiliarity with lead scoring, routing, and campaign attribution

 S

• trong understanding of sales processes and CRM-driven workflows 

 E

• xperience developing SOPs, training programs, and user documentation 

 P

• roven ability to manage data quality and governance initiatives 

 E

• xcellent communication skills with the ability to work cross-functionally

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Physical Job Requirements:

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 F

• requently remains in a stationary position and occasionally moves about the office or worksite to access files, supplies, or attend meetings.

 F

• requently uses hands and fingers to operate office equipment such as a keyboard, mouse, telephone, and other standard office tools.

 M

• ust be able to visually assess information on screens, documents, and reports.

 F

• requently reads, interprets, and analyzes written and visual information.

 O

• ccasionally lifts or moves items up to [10–15] pounds (e.g., files, laptop, meeting materials).

 M

• ust be able to effectively communicate information and ideas in person, via video conference, and through written communication.

 W

• orks primarily in an office or remote office environment with standard business equipment.

 M

• ay require extended periods of screen time.

 M

• ay occasionally be required to attend meetings or events outside of normal workspace or business hours.

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R

eports To: Senior Manager of Marketing Operations

S

r. Manager, Marketing Operations

E

nvironment: This role may be either remote or at an office location. Employees may work from their home office and regularly collaborate with colleagues across various company sites during normal or extended business hours, as needed. Office-based work depends on an employee's proximity to an Infinite facility and may be determined by management. Travel is part of this role’s responsibilities, including customer visits, supplier meetings, industry conferences, and internal gatherings.

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ccommodation: 

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andidates for the position should be able to perform essential job duties in the described work environment with or without accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

E

qual Employment Opportunity

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nfinite Electronics is proud to be an Equal Employment Opportunity and Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, marital status, age, national origin, disability status, protected veteran status, or any other characteristic protected by law. We are committed to building a diverse workforce and we actively encourage women, minorities, people with disabilities and veterans to apply.