CRM Solutions Lead — Data, Client Impact & Equity

Plum Inc; New York (NY); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401K

Equity

Paid holidays

Vacation policy

Bonus potential

Job summary

Plum Inc is seeking a data CRMOps lead in New York to own end-to-end CRM data workflows, from profiling client data in Salesforce, HubSpot and other systems to mapping into our data warehouse. You will run discovery sessions, document CRM structures, and propose concrete fixes while building scalable ETL pipelines with our data teams.

The role requires hands-on CRM experience, strong SQL and data-quality skills, and the ability to translate findings into actionable recommendations for clients

Qualifications

• 5+ years in RevOps, marketing ops, GTM engineering, solutions consulting, or CRM consulting with ownership
• Direct experience owning client relationships and leading client-facing engagements
• Deep, hands-on experience with at least two major CRMs (Salesforce and HubSpot preferred)

Responsibilities

• Lead discovery sessions with client teams to understand CRM usage and act as technical lead
• Document CRM structure including object models, fields, picklists, and relationships
• Profile CRM records for completeness, duplicates, and data quality issues
• Recommend fixes and translate findings into actionable client guidance
• Translate data into campaign-friendly segments with campaign teams
• Build source-to-target mappings and define transformation logic for the data warehouse
• Collaborate with data engineers and data scientists on ingestion build and validation
• Load records into client CRMs and manage staging, deduplication, and rollback plans
• Demonstrate clear written communication with stakeholders

Skills

SQL proficiency

Spreadsheet skills

CRM data profiling

Data quality

Client relations

Tools

Salesforce

HubSpot

GoHighLevel

databricks

dbt

Fivetran

Job description

Plum Inc is seeking a data CRMOps lead in New York to own end-to-end CRM data workflows, from profiling client data in Salesforce, HubSpot and other systems to mapping into our data warehouse. You will run discovery sessions, document CRM structures, and propose concrete fixes while building scalable ETL pipelines with our data teams.

The role requires hands-on CRM experience, strong SQL and data-quality skills, and the ability to translate findings into actionable recommendations for clients