Sales Tech & CRM Automation Lead

Everise; Valle de Bravo; On-site; MXN 360,000 - 520,000; Full time

Job summary

Everise is seeking a Sales Technology & CRM Administrator to own and optimize our CRM ecosystem. The role focuses on administering Salesforce and HubSpot, automating workflows, and delivering dashboards that improve seller productivity and pipeline visibility.

The ideal candidate combines CRM expertise with sales operations knowledge, data management, and strong problem solving to translate business requirements into scalable technology solutions.

Qualifications

• 3–6+ years of experience in CRM Administration, Sales Operations, Revenue Operations, Sales Technology, or Business Systems.
• Strong hands-on administration experience with Salesforce; experience with HubSpot is a plus.
• Ability to translate business requirements into technical configurations and maintain documentation.

Responsibilities

• CRM & Platform Administration: manage users, roles, profiles, permissions, licenses, teams, territories, and access controls.
• Salesforce & HubSpot optimization: manage lead, contact, account, and opportunity management processes; design routing and qualification workflows.
• Workflow & Process Automation: translate requirements into automated workflows; automate lead capture, routing, and follow-up.
• Reporting, Dashboards & Analytics: develop dashboards for pipeline, velocity, win/loss, and forecasting.
• Sales Intelligence & Prospecting Platforms: administer licenses, integrate CRM, enrich data, segment accounts.
• Data Management & Governance: ensure data quality, establish ownership, dedupe, naming conventions.
• Systems Integration: manage integrations and data flows between platforms.
• User Support & Enablement: train teams, create guides, promote standardized processes.
• Continuous Improvement: roadmap enhancements to increase adoption and productivity.

Skills

CRM administration

Sales operations

Data management

Reporting & dashboards

Workflow automation

Stakeholder communication

Sales lifecycle

Documentation

Tools

Salesforce

HubSpot

Job description

Everise is seeking a Sales Technology & CRM Administrator to own and optimize our CRM ecosystem. The role focuses on administering Salesforce and HubSpot, automating workflows, and delivering dashboards that improve seller productivity and pipeline visibility.

The ideal candidate combines CRM expertise with sales operations knowledge, data management, and strong problem solving to translate business requirements into scalable technology solutions.