CRM & Sales Admin

We’re looking for a highly organized, detail-oriented Sales & CRM Data Coordinator to serve as the bridge between our sales team and our CRM platforms (HubSpot and Salesforce). If you're a proactive communicator who thrives on keeping systems organized and accurate, this role is for you.

Coordinate Between Sales Team & CRM Systems

Follow up with sales reps after appointments (via Slack) to collect deal dispositions and outcomes.

Enter and update data in HubSpot (and occasionally Salesforce) based on rep feedback.

Ensure sales activity data is accurate, timely, and complete across platforms.

Maintain CRM Data Hygiene

Monitor and correct discrepancies between HubSpot and Salesforce.

Track and flag incomplete or inconsistent records.

Ensure all dispositions, contact details, and lead statuses are correctly updated.

Support Sales Operations

Assist Xochilth in maintaining smooth workflows between reps and CRM systems.

Take direction and act quickly on time-sensitive sales updates.

Document and track communication follow-ups and sales process milestones.

Reporting & Organization

Build and maintain basic sales activity reports and dashboards.

Keep disposition logs and sync records clean and accessible.

Help improve visibility into sales outcomes and lead flow.