Salesforce Specialist

Summary

Join EPIC iO Technologies as a Salesforce expert to lead data architecture, system integrations, and workflow automation between Salesforce CRM and HubSpot. You will ensure seamless data flow, optimize field management, and enhance the CPQ quoting system. This pivotal role improves data integrity, reporting, operational efficiency, and cross-functional collaboration. The ideal candidate possesses expertise in Salesforce and HubSpot, strong data management skills, and experience with sales quoting processes. You will work closely with sales, marketing, and operations teams to optimize workflows and reports. This position offers the opportunity to work with industry-leading technology and collaborate with a high-performing team in a growing company.

Requirements

• Expertise in Salesforce CRM (data structure, field management, reporting, automation)
• Experience with HubSpot (or strong understanding of marketing automation platforms)
• Strong data management skills (integration, syncing, deduplication)
• Experience with sales quoting processes (CPQ, SKU management, pricing workflows)
• Ability to troubleshoot, optimize, and improve system workflows
• 3–5 years working with Salesforce CRM, including data structuring, field mapping, deduplication, and workflow automation
• 2–4 years of experience with HubSpot Marketing or Sales Hub, managing list segmentation, automation, and CRM sync
• Strong understanding of lead management, scoring, and attribution tracking across sales and marketing platforms
• Experience integrating and syncing data between Salesforce and HubSpot marketing automation platforms
• 2–4 years of experience sourcing data from providers like ZoomInfo, LinkedIn Sales Navigator, or similar tools
• Ability to apply filters for industry, job titles, company size, and other targeting criteria to generate high-quality lists
• Expertise in data duplication strategies to maintain clean and accurate records before uploading to CRM or marketing platforms
• 3+ years in Sales Operations, Marketing Operations, or Revenue Operations (RevOps) roles
• Experience in aligning sales and marketing teams through structured data management and process optimization
• Understanding of lead qualification processes and how data impacts pipeline and conversion rates

Responsibilities

• Ensure data is structured correctly to support seamless lead tracking, sales processes, data analysis, and marketing automation
• Manage field mapping, syncing rules, and automation between Salesforce and HubSpot
• Identify and resolve data integrity issues, duplicates, and inconsistencies
• Own the Salesforce - HubSpot integration, ensuring alignment between sales and marketing data
• Work closely with sales, marketing, and operations teams to optimize workflows and reports
• Set up and manage lead scoring, segmentation, and campaign tracking across platforms
• Source marketing lists from ZoomInfo or other data providers based on marketing’s criteria, including industry, job titles, and key specifics
• Deduplicate against existing Salesforce and HubSpot records before accurately uploading data into the appropriate platform for marketing or sales use
• Oversee CPQ (Configure, Price, Quote) processes, ensuring SKUs and pricing data are structured correctly in Salesforce
• Maintain accurate product catalogs, pricing, and discount structures within the CRM
• Streamline the quoting workflow for sales teams
• Develop dashboards and reports to track pipeline, conversion rates, and data accuracy
• Automate data flows and sales processes to improve efficiency
• Provide training and best practices to sales and marketing teams on system usage

Preferred Qualifications

• Salesforce Administrator – Skills: CRM configuration, data integrity, and automation
• Salesforce Data Architect – Advanced certification for data modeling, deduplication, and data flows between systems
• HubSpot Marketing Software Certification – Skills: list segmentation, deduplication, and campaign setup
• HubSpot Operations Software Certification – Skills: on data syncing, automation, and integration with CRMs like Salesforce