CRM Administrator

The Pacific Financial Group (TPFG) is a turnkey asset management platform (TAMP) provider and pioneer in Self-Directed Brokerage Account Management for 401(k), 403(b), and 457 participants through their advisors, providing innovative strategies for portfolio management, including model portfolios consisting of proprietary mutual funds managed by an affiliate. In addition, TPFG provides comprehensive support, including SDBA navigation, asset management integration, and digital onboarding.

Position Summary

The CRM Administrator is responsible for managing and optimizing the firm’s CRM platforms and go-to-market technology stack, with a primary focus on Salesforce administration. This versatile role sits within the IT department while supporting Sales, Marketing, and Operations through effective data management and workflow enablement. The position ensures the CRM environment is reliable, scalable, and aligned with revenue-generating processes. It maintains data hygiene, integrity, improves and automates workflows, and manages integrations across systems. The role also supports advanced development initiatives, translating business needs into technical solutions. By combining system administration with process optimization and cross-functional support, the CRM Administrator drives operational efficiency, pipeline visibility, and overall business growth.

Key Responsibilities

The type of duties expected to perform include but are not limited to:

CRM Administration & Platform Management

• Overseeing day-to-day administration of CRM and marketing automation platforms, with expert-level ownership of Salesforce and HubSpot, ensuring system stability and performance.
• Configuring and maintaining core CRM architecture, including objects, fields, workflows, permissions, and user roles to support scalable business operations.
• Leading Salesforce optimization for the Sales team while ensuring accurate, reliable data flow across all integrated go-to-market systems.

Process Optimization & Business Enablement

• Partnering with Sales, Marketing, and Operations to translate business needs into scalable CRM solutions while improving workflows to increase efficiency and reduce manual effort.
• Driving effective data capture from marketing activities and ensuring its accurate, and meaningful utilization across teams.
• Developing and maintaining documentation, training materials, and best practices to support user adoption and consistent system use.

Data Quality, Integrity & Reporting

• Maintaining high standards of data hygiene, including deduplication, governance, and ongoing data quality monitoring.
• Ensuring seamless integration of lead generation and marketing data (e.g., via HubSpot) into Salesforce for accurate tracking and consistency.
• Supporting reporting and dashboard development by enabling reliable data structures and improving visibility into pipeline performance and key business metrics.

Integration & Technology Stack Management

• Managing and optimizing integrations between Salesforce, HubSpot, and other third-party tools, ensuring seamless data synchronization across platforms.
• Troubleshooting system issues and collaborating with IT, Sales, Marketing, and Operations to maintain alignment, security, and scalability.
• Evaluating and implementing new tools and enhancements, including AI-driven capabilities, to improve efficiency and system performance.

User Support & Enablement

• Serving as the primary point of contact for CRM users, providing support, troubleshooting, and guidance.
• Delivering training and enablement to help teams maximize CRM and marketing automation capabilities.
• Promoting best practices and a culture of continuous improvement across Sales, Marketing, and Operations.

Position Qualifications

• 3+ years of hands-on experience administering CRM and marketing automation platforms, with a strong focus on Salesforce and HubSpot
• Deep expertise in configuring and managing Salesforce and HubSpot, including automation, data structures, user management, and system customization.
• Proven experience integrating Salesforce and HubSpot within a multi-platform technology ecosystem, ensuring seamless data flow and system connectivity.
• Strong data analysis skills, including advanced Excel (VLOOKUPs, pivot tables, formulas), with a focus on maintaining data integrity across platforms.
• Demonstrated problem-solving ability, strong attention to detail, and the ability to troubleshoot complex system and data issues.
• Excellent communication skills, with the ability to translate technical concepts into clear, actionable insights for Sales, Marketing, and Operations teams.
• Ability to manage multiple priorities in a fast-paced environment and quickly adapt to new tools, technologies, and business needs.

Preferred Experience

• Knowledge of financial services industry workflows, compliance requirements, and operational processes.
• Salesforce Administrator or Developer certification(s).
• HubSpot certification(s).
• Experience with AI‑enabled workflow tools or agentic automation (e.g., Agentforce).
• Familiarity with BI and reporting tools such as Tableau.
• Experience with APIs, data warehousing concepts, or structured databases.
• Background in project management or process documentation.

Education

• Bachelor’s Degree, comparable work experience may be considered