CRM Operations Lead

A Snapshot of Curvion Blue

Curvion Blue is a high-performance RevOps & sales augmentation agency that installs and deploys enterprise-grade, AI-driven revenue engines and selling systems for growing companies.

Think of a lead generation-based marketing agency... but focused on sales. 🤪

Our clients bring us in when they need to build, optimize, or scale their revenue engine without having to build the entire infrastructure themselves. We architect end-to-end sales solutions by designing custom sales motions, implementing GTM strategies, configuring CRM and sales infrastructure, deploying AI-enabled tools, and providing highly trained sales talent to execute the system.

Our approach combines technology, strategy, systems, and people . We use battle-tested playbooks and proprietary processes to help our clients generate revenue faster, more efficiently, and with greater consistency, visibility, and control.

Our experience spans the alternative education space, including business consulting, real estate investing, mergers and acquisitions, sales training, and other transformative programs, as well as the SaaS industry , where we help innovative technology companies bring their products to market.

In short, we build and deploy revenue engines.

And CRM is a major part of that engine.

Position Overview: CRM Operations Lead

The CRM Operations Lead is a critical role responsible for strengthening and scaling the CRM infrastructure that powers Curvion Blue's sales delivery.

This role is laser-focused on HubSpot configuration, data integrity, system optimization, and operational enablement . You'll help ensure that the CRM environments supporting our sales organizations are clean, reliable, scalable, and built to support high-performance selling.

You'll play a key role across the CRM lifecycle, from system design and documentation to new account deployment, ongoing optimization, auditing, and maintenance.

You'll work closely with RevOps, sales leadership, data, and other operational stakeholders to improve the systems and processes behind pipeline management, reporting accuracy, sales productivity, and revenue visibility.

But this isn't a "keep the CRM running" role.

We're looking for someone who naturally sees the next level of the system .

• Where are we creating unnecessary friction?
• Where is data breaking down?
• What should be automated?
• Where are teams working around the CRM instead of through it?
• What needs to be standardized before we scale it?

You'll help identify those opportunities and turn them into better systems, cleaner data, stronger processes, and more scalable revenue operations.

This role is ideal for a hands-on CRM operator who enjoys working inside complex systems, improving what already exists, and building infrastructure that allows sales teams to move faster without sacrificing visibility or control.

You SHOULD apply to this role if:

You've designed, configured, optimized, or administered HubSpot or another CRM at a meaningful level

You've worked with CRM environments supporting multiple teams, business units, or organizations

You enjoy improving and scaling existing systems, not just building from scratch

You've supported CRM deployments, migrations, or implementations, including integrations with dialers, schedulers, reporting tools, or other sales technology

You naturally look for ways to automate repetitive processes and eliminate operational friction

You care deeply about data integrity, reporting accuracy, and system governance

You're comfortable auditing CRM environments and identifying gaps in structure, usage, configuration, or performance

You can translate business requirements into practical CRM solutions

You can balance strategic thinking with hands-on execution

You enjoy creating documentation, SOPs, playbooks, and processes that make systems easier to use and scale

You enjoy working cross-functionally with RevOps, sales, data, and leadership

You're energized by scalability, standardization, and continuous improvement

You SHOULD NOT apply to this role if:

You've primarily used a CRM but haven't configured, optimized, or managed one

You prefer simply completing tickets over identifying and solving systemic problems

You'd rather build something new than improve a system that's already in motion

Auditing data, workflows, and system architecture sounds painfully boring

You avoid documentation, process standardization, or governance

You need complete ownership before you're comfortable making an impact

You're uncomfortable working across multiple teams and stakeholders

You rely primarily on certifications or theory without meaningful hands-on CRM experience

You're looking for a role where the system stays the same once you've built it

You aren't interested in thinking about how the CRM can make the sales organization better

Core Outcomes

Success in this role means:

HubSpot workflows, pipelines, automations, and configurations are continuously improved for scalability, reliability, and performance

CRM data is clean, accurate, structured, and trustworthy

Reporting and data pipelines receive the information they need to function properly

CRM inefficiencies and system gaps are identified and addressed proactively

New client accounts can be onboarded with consistent, scalable CRM infrastructure

Integrations between HubSpot and the broader sales technology stack function reliably

CRM documentation, SOPs, and playbooks remain current, actionable, and easy to follow

CRM standards and governance are consistently applied across teams

Sales teams have the systems and infrastructure they need to operate effectively

CRM initiatives move from idea → implementation without getting stuck in operational limbo

Responsibilities

CRM Configuration & Optimization

Configure, maintain, and continuously optimize HubSpot workflows, pipelines, properties, automations, views, and other CRM functionality

Audit existing CRM environments and identify opportunities to improve structure, usability, efficiency, and performance

Troubleshoot CRM issues and identify root causes rather than relying on temporary fixes

Evaluate existing processes and recommend opportunities for automation and system improvement

Client & Account Deployment

Support CRM setup and deployment for new Curvion Blue client accounts

Help configure CRM environments to support each client's sales motion and operational requirements

Coordinate CRM integrations with dialers, scheduling platforms, reporting tools, and other sales technology

Ensure new environments follow established configuration and data standards

Data Integrity & Governance

Maintain strong CRM data integrity and establish standards for accurate, consistent data entry

Audit CRM data and system usage to identify gaps, inconsistencies, and process breakdowns

Partner with the data team to ensure CRM configuration supports reporting, analytics, and downstream data pipelines

Help establish and maintain CRM governance standards as the organization scales

Documentation & Enablement

Create and maintain CRM documentation, SOPs, workflows, playbooks, and process guides

Help translate complex CRM processes into clear, usable resources for sales and operations teams

Support onboarding for new sales hires and account teams to ensure CRM adoption and process alignment

Provide guidance on CRM best practices and help teams troubleshoot system challenges

Revenue Operations

Partner with RevOps and sales leadership on forecasting, reporting, pipeline management, and operational initiatives

Identify CRM-related bottlenecks that impact sales productivity or revenue visibility

Support CRM projects tied to quarterly priorities and broader company initiatives

Contribute ideas and recommendations that improve the scalability and effectiveness of Curvion Blue's revenue infrastru