Transformation Lead — CRM & Process Optimization

Netguru; Poznań; On-site; PLN 268,000 - 335,000; Full time

Benefits offered by this job

WorkSmile platform

Multisport card

Private health insurance

Life insurance

Apple discounts

Knowledge sharing events

Job summary

Netguru is seeking an experienced Transformation Lead to drive end-to-end process optimization and systems transformation across Sales, Finance, Delivery and People teams in a dynamic IT services environment in Poland.

You will map data flows across HubSpot, Salesforce, Productive, enova and internal platforms, oversee system decommissioning, and govern integrations and data quality. Fluent English and Polish required; 5+ years of experience.

Qualifications

• 5+ years in transformation, PMO or operations at a company of 200-1,000 people
• Fluent English and Polish
• Experience leading cross-functional process optimization and business systems transformation initiatives
• At least one system decommissioning, consolidation or replacement (CRM, PSA, ERP, HRIS) from audit to sign-off
• Designing integrations at the requirements level: master data, sync direction and frequency, error handling
• Writing requirements for an in-house development team and prioritizing the backlog with the product owner
• Data migrations: field mapping, cleansing, validation, GDPR
• Systems thinking and process modeling
• Working with senior stakeholders, including the management board
• Clear and concise communication

Responsibilities

• Audit processes with Sales, Finance, Delivery and People teams to identify inefficiencies and opportunities for improvement
• End-to-end mapping and optimization of key business processes, focusing on sales processes and CRM/system replacements
• Assess existing systems landscape and decide which functionalities to retain, replace, consolidate or discontinue
• Map data flows between HubSpot, Salesforce, Productive, PeopleForce, enova and NG OS, including re-entry points
• Define the source of truth for key data: client, deal, project, person, rate, working time, invoice
• Gather requirements for integrations and prioritization with tool owners and internal teams
• Oversee migrations and consolidation, including migration from PeopleForce to an internal platform
• Develop program plan: schedule, dependencies, decisions
• Design and deliver change communications
• Filter new process and tool ideas to align with priorities and architecture

Skills

Transformation

PMO

Cross-functional

Stakeholder mgmt

CRM experience

Data migration

GDPR

Systems thinking

Communication

Business tools

Tools

HubSpot

Salesforce

Productive

enova

Make

Zapier

n8n

Job description

Netguru is seeking an experienced Transformation Lead to drive end-to-end process optimization and systems transformation across Sales, Finance, Delivery and People teams in a dynamic IT services environment in Poland.

You will map data flows across HubSpot, Salesforce, Productive, enova and internal platforms, oversee system decommissioning, and govern integrations and data quality. Fluent English and Polish required; 5+ years of experience.