Role Purpose:

Coats Digital is seeking a CRM & Revenue Operations personal to own and optimize HubSpot ecosystem, business

processes, integrations, and data governance. You will be responsible for managing HubSpot CRM, driving process

improvements, maintaining data quality, implementing automation workflows, supporting commercial operations, and

managing integrations across business systems.

Principal Accountabilities and Key Activities:

Manage and administer HubSpot CRM including Sales Hub, Customer Success Hub and Customer Support Hub.

Create and maintain custom properties, objects, associations, pipelines, lifecycle stages, and record views.

Design and optimize workflows, automation, reporting, and approval processes.

Manage security roles, permissions, teams, and user access.

Support CRM adoption through training, documentation, and user enablement.

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Define and improve end-to-end business processes across all verticals to improve automation and accessibility

Manage forecasting structures, sales stages, and reporting frameworks.





Support commercial operations including pricing approvals, contract workflows and proposals.

Maintain CRM data integrity and accuracy. Manage account hierarchies, territory assignments, and ownership models.

Manage and participate integrations between HubSpot and business applications including licensing systems and analytics

solutions. Collaborate with technical teams to define integration requirements, field mappings, synchronization logic, and

automation workflows.

Create SOPs, process documentation, training materials, and system guides.

Deliver onboarding and ongoing training for CRM users.

Drive user adoption initiatives and best-practice standards across departments.

Act as the primary point of contact for CRM-related support and process questions.

Essential:

Advanced Excel

Experience in data collection and consolidation

Worked on External data search mechanisms to provide

market insights and data points

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