CRM Manager

Masterworks; New York (NY); On-site; USD 100,000 - 120,000; Full time

Job summary

A leading fintech company is seeking a Sales Operations Manager to optimize HubSpot and various integrations, ensuring data integrity and operational excellence. The ideal candidate will have a strong background in CRM systems, cloud dialers, and project management, contributing to a dynamic team environment focused on driving sales efficiency and compliance.

Qualifications

• 3+ years owning HubSpot or similar CRM at scale.
• Demonstrated success in Revenue/Sales Operations.
• Solid grasp of REST APIs & data modeling.

Responsibilities

• Administer HubSpot instances, ensuring data integrity and workflow automation.
• Configure call flows for telephony platforms.
• Ensure all records comply with FINRA/SEC regulations.

Skills

CRM Management

Data Integrity

Project Management

Vendor Management

Technical Communication

Tools

HubSpot

AWS

Python

Node.js

Aircall

Five9

Gong

Job description

About Masterworks

Masterworks is a fintech platform that allows anyone to invest in SEC-qualified shares of multi-million dollar paintings by names like Banksy, Basquiat, and Picasso. We have built a portfolio of over $1 billion in world-class artworks, introducing nearly 1mm individuals to the $2.2 trillion art market.

Masterworks has been covered by major media publications such as The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recognized as one of the Top 50 Startups in the US by LinkedIn.

In 2021, Masterworks achieved unicorn status raising $110M in its Series A fundraising round at a valuation exceeding $1 billion.

Our 200+ employees are based out of our offices at 1 World Trade Center in the Financial District of New York City. With an entirely in-office team, there are endless opportunities for collaboration, innovation, and learning.

Why Masterworks?

• Do you thrive on disruption?
• Do you want to live at the cutting edge of finance, technology, and art?
• Are you passionate about democratizing alternative investments?
• Do you enjoy meaningful work that has a noticeable impact on business performance?

If you answered “Yes” to any of the above, we’d love to hear from you!

Team Overview

The Sales Operations Manager sits within our Analytics team, reporting into our Director of Marketing Analytics and working closely with Sales Leadership, to ensure that data systems and platforms related to revenue operations are maintained to the highest standard, allowing for accurate, accessible, and applicable information that can be used to drive sales operations.

Position Overview

Masterworks is seeking a Sales Operations Manager to lead the administration and optimization of HubSpot and its connected systems, driving data integrity, workflow automation, and cross-functional reporting for Sales, Marketing, and Finance. This role also oversees telephony platforms, compliance tools, and API-driven integrations, ensuring operational excellence across a complex tech stack in a regulated environment. Ideal candidates bring hands-on experience with CRM systems, cloud dialers, and backend development, along with a strategic mindset for vendor and change management.

Responsibilities:

1. HubSpot & Core RevOps (≈40 %)

• Own the house: Administer HubSpot instances for both Investment Service and Sales, guarding data integrity, building custom objects/fields, and automating workflows.
  
• Connect the dots: Maintain native and custom integrations with Aircall, Gong, Slack, and any of our other 3rd-party partners.
  
• Report the right things: Design dashboards and calculated fields that give Sales, Marketing, and Finance one source of truth for pipeline.
  

2. Telephony & Conversation Intelligence (≈20 %)

• Dialer Administration: Configure call flows, manage permissions, run regular spam-score audits, and resolve “Why can’t I dial?” tickets for both Aircall and Five9.
• Gong: Keep recordings flowing, keywords tagged, and managers armed with coaching insights.

3. Compliance & Governance (≈15 %)

• Global Relay ranger: Ensure every email, SMS, and call log finds a compliant is correctly stored for FINRA/SEC audits.
  
• Neustar: Manage caller authentication and industry-mandated regulations for both the TCPA and the SEC.

4. Backend & AI Projects (≈15 %)

• API architect: Write and maintain Node/Python services (deployed on AWS/GCP, maintaining data sync, enriching leads, and making sure Hubspot works well with all of the integrations.
  

5. Vendor & Change Management (≈10 %)

• Vendor Vetting: Evaluate new tools, host contract negotiations, manage SLAs, and keep vendors honest on uptime and roadmap promises to determine the best tools for success.

The Tech Stack You’ll Be Working With:

HubSpot (Sales Hub Enterprise, Marketing Hub Pro, Operations Hub Pro), Aircall, Five9, Gong, Neustar, Global Relay, MessageMedia, AWS/GCP, GitHub, Slack (custom apps), Redash, Zapier, REST/GraphQL APIs, JavaScript/TypeScript, Python.

What We’re Looking For

• 3+ years owning HubSpot or similar CRM at scale
• Demonstrated success in Revenue/Sales Operations, incl. pipeline hygiene & attribution
• Solid grasp of REST APIs & data modeling; you’ve shipped production code (Node.js or Python)
• Hands-on admin of a cloud dialer (Aircall, Five9, etc.) and conversation-intelligence tools
• Proven project-management & vendor-management skills
• Comfort translating between salespeople, engineers, and data and analytics.

Nice-to-Haves:

• Experience in fintech, reg-tech, or other highly regulated industries
• Familiarity with financial-compliance archiving (Global Relay, or similar)
• Knowledge of fine-art markets or alternative investments

How does Masterworks think about compensation?

The compensation range for the role is $100,000-$120,000. Our ranges are broad to accommodate all types of candidates and encourage growth. Specific compensation offered to a candidate may be dependent on factors such as education, experience, qualifications, and alignment with market data. Exceptional candidates may receive salaries outside of the posted ranges.