CRM Data Solutions Lead

Plum, Inc; Northern (KY); Hybrid; USD 110,000 - 165,000; Full time

Benefits offered by this job

Equity in startup

Health, dental, and vision coverage

401K

Paid holidays

Unlimited discretionary vacation

Bonus potential

Job summary

Plum, Inc. is seeking a CRM-focused RevOps professional to own client CRM data end-to-end, profiling data at scale and translating findings into actionable recommendations.

You’ll work directly with clients to map data into our warehouse and build segments for campaigns. You will collaborate with data engineering and data science teams to ensure successful ingestion, validation, and deployment across CRM platforms like Salesforce and HubSpot, with a strong emphasis on data quality and production

Qualifications

• 5+ years in RevOps, marketing ops, GTM engineering, solutions consulting, sales engineering or CRM consulting with real ownership.

Responsibilities

• Run discovery sessions with client teams to understand CRM usage and act as technical lead in the client relationship.
• Document CRM structure: objects, fields, picklists, relationships and automations.
• Profile CRM records for completeness, deduplication, staleness, formatting, invalid values, and relationships, quantifying findings.
• Recommend fixes at source or on our side and what to exclude in client-facing guidance.
• Translate data into technically buildable, commercially meaningful segments with our campaign teams.
• Build source-to-target mappings in our data warehouse with transformation logic and data types.
• Partner with data engineering on ingestion builds and validation rules, staying engaged through testing and reconciliation.
• Load records into CRMs and extract at volume using native tools and REST/Bulk APIs, managing staging, dedupe rules, and rollback plans.
• 5+ years with at least two major CRMs (Salesforce and HubSpot preferred).
• Proven bulk data operations at volume and data quality expertise (profiling, deduplication, standardization).
• Strong SQL and spreadsheet skills.
• Experience producing source-to-target mapping docs for engineering audiences.
• Clear written communication.

Skills

CRM data profiling

SQL

Data quality

Stakeholder communication

Go-to-market ops

Python

Presentation skills

Tools

Salesforce

HubSpot

GoHighLevel

Zoho

Job description

Plum, Inc. is seeking a CRM-focused RevOps professional to own client CRM data end-to-end, profiling data at scale and translating findings into actionable recommendations.

You’ll work directly with clients to map data into our warehouse and build segments for campaigns. You will collaborate with data engineering and data science teams to ensure successful ingestion, validation, and deployment across CRM platforms like Salesforce and HubSpot, with a strong emphasis on data quality and production