CRM Manager

Job Description

Job Description

Job Description

Job Summary

Department : Marketing

Position : CRM Specialist / Manager

Reports to : Director of Marketing

Location : Houston, TX

Are you a systems thinker with a passion for customer experience, process optimization, and technology implementation? As our CRM Specialist, you will play a key role in driving enterprise-wide adoption and optimization of our CRM platform-HubSpot-across sales, service, and marketing functions. Supporting three energy-focused brands (Pneumatic and Hydraulic Company, LLC, Total Energy Solutions, LLC, and Power Temp Systems, Inc.), you'll lead CRM system configuration, user enablement, and data governance to ensure high-quality customer interactions and streamlined operations. This role requires a deep understanding of CRM platform capabilities, stakeholder collaboration, and a solutions-oriented mindset to support a wide range of business functions.

Responsibilities

Responsibilities of the role are summarized as : collaboration / cross -functional support, system strategy, data management & reporting, user training & adoption, and general process improvement.

• Serve as the organization's HubSpot administrator and subject matter expert.
• Work with third-party implementation partner to project manage the implementation, customization, and ongoing optimization of HubSpot CRM across business units.
• Maintain CRM data integrity through regular audits, standardization practices, and deduplication.
• Manage integrations between HubSpot and systems (such as ERP, service modules, etc.) and apps (for data cleaning, specific integrations, etc.) that are native, third-party, or custom-built through APIs.
• Provide hands-on training, documentation, and support to users across departments.
• Act as the first line of support for system issues, enhancements, and user feedback.
• Document best practices for CRM usage and drive consistency in processes.
• Analyze current business workflows and recommend enhancements to increase efficiency and effectiveness.
• Identify and deliver scalable solutions that meet the operational needs of sales, service, and marketing teams.
• Partner with marketing and inside / outside sales teams to design and implement lead management, pipeline tracking, and activity monitoring processes.
• Support service teams by administering tools for ticketing, customer support, and feedback management.
• Ensure marketing workflows integrate smoothly with CRM data to enhance lead nurturing and customer engagement.
• Assist in the development of / updates to dashboards and reports for marketing, sales, service, and leadership to provide visibility into team performance and customer metrics.
• Coordinate with IT and third-party vendors as needed to implement advanced functionality or integrations.

Qualifications

Work Environment

The CRM Specialist will work cross-functionally in a collaborative corporate environment. You'll interface with stakeholders in sales, service, and marketing across three brands to deliver a high-performance CRM experience. Travel may be required for team meetings, training sessions, and vendor coordination.