CRM Administrator (HubSpot) (Canada, Remote)

The CRM Administrator (HubSpot) is a key operational and strategic contributor responsible for managing, maintaining, and optimizing Multiviews use of HubSpot CRM. This role ensures that the platform capabilities are fully leveraged to drive user adoption, revenue growth, improve client experiences, support cross-functional goals, ensure data accuracy, and improve efficiency.

Reporting to the Director of IT, this position combines technical CRM administration with process improvement, data stewardship, user support, and stakeholder collaboration. The ideal candidate is proactive, detail-oriented, and thrives on improving systems and workflows with both technical skill and strong interpersonal communication. Able to engage and work with internal personnel at all levels throughout the organization. The CRM Administrator will work cross-functionally to enhance reporting, automation, and efficiency while driving best practices for CRM utilization.

WHAT WE ARE LOOKING FOR:

At Multiview, we have a passion for driving client success through working smartly and together as a team. We want every employee to have the desire to be a contributing member of our culture where the genuine care of people and believing in better is our compass.

CRM administrator is an excellent communicator, with a great attention to detail, problem-solving mindset, comfortable working independently, meeting with stakeholders to provide training on procedures and applications. This role requires a combination of interpersonal and technical skills, that provide energy and enthusiasm for solving technical and nontechnical challenges.

If this sounds like you, read on!

WHAT YOU WILL DO:

CRM Management & Optimization

• Administer the day-to-day use of HubSpot across Sales, Marketing, Client Success and Operations teams.
• Manage user setup, permissions, team hierarchies, pipelines, custom properties, and integrations.
• Audit and optimize existing HubSpot configurations, including pipeline
• Stay current on new HubSpot and marketing hub automation features and industry best practices, recommending changes to improve usability and value.

Data Stewardship & Hygiene

• Perform regular audits of CRM data and processes to ensure accuracy, completeness, and consistency.
• Identify and reconcile duplicate or outdated records; validate data sources and automate data enrichment where possible. Where applicable, data input validation to bring about data accuracy improvements.
• Define and enforce data entry standards and usage conventions to promote uniformity across CRM fields.
• Collaborate with IT and Operations teams to integrate CRM data with third-party systems, databases, and tools (e.g., ERP, analytics platforms, customer support systems - Zendesk, Wrike).

Process Improvement & Automation

• Analyze current sales, marketing, and customer lifecycle workflows within HubSpot to identify inefficiencies or gaps.
• Work cross-functionally with marketing, sales, client success and IT to ensure best practices in email deliverability and preference management.
• Propose and implement improvements, automation, and integrations that streamline operations and enhance user productivity.
• Design and build workflow automations for lead routing, nurture sequences, customer onboarding, renewals, and re-engagement.

Reporting & Performance Analytics

• Create, manage, and refine dashboards and reports that track key operations metrics (supporting Marketing, Sales, Client Success, and Operations teams).
• Provide insights and recommendations based on data trends and user behavior.
• Ensure consistent campaign tracking, lead source and pipeline influence attribution and marketing ROI reporting.

User Enablement & Support

• Serve as the internal HubSpot expert and primary support contact for user questions, training, and troubleshooting.
• Deliver training sessions, develop user documentation, and maintain CRM usage guidelines.
• Promote CRM best practices to encourage adoption, productivity, and compliance across teams.

KEY RELATIONSHIPS:

• Director of IT
• Collaboration with Marketing, Sales and Client Success
• CRM Stakeholders
• CRM users

Work Environment:

• Work independently with minimal supervision
• Extensive collaboration with team members and other departments

COMPETENCIES PORTFOLIO:

• Communication The ideal candidate will be a skilled communicator and, can address different audiences using appropriate language to communicate their meaning clearly and efficiently with enthusiasm
• Teamwork works with multiple teams cross-functionally, effectively addresses the needs of each team while always keeping the People First outcomes as the driver
• Problem-solving Proactive in anticipating and resolving problems. Strong analytical and problem-solving skills to meet the requirements of the project are required. Motivated to find the best solution to the technical problems that might arise
• Time management Ability to handle multiple schedules simultaneously to meet deadlines and prioritize tasks to ensure smooth a prospective experience
• Initiative Seek, own and complete tasks using own initiative; work independently with little supervision; have a strong bias to action

YOU ARE SOMEONE WHO HAS:

• Bachelor's degree in marketing, Business, Information Systems, Communications, or related field.
• 5+ years of hands-on experience with CRM administration.
• Experience with building and maintaining CRM workflows, reports, custom properties, and integrated tools, including using HubSpot CRM.
• Experience defining, building and maintaining a CPQ and other cross-team automated workflows, process and associated tooling
• Demonstrated experience cleaning, managing, and segmenting large data sets.
• Attention to detail
• Solid understanding of CRM best practices in SaaS industry

Technical Proficiencies:

• HubSpot CRM, Marketing Hub, Sales Hub, and Service Hub (proficient to advanced).
• Data tools: Excel (advanced), HubSpot import/export, deduplication, and data cleansing tools.
• Proficient with API integrations, webhooks, or tools used to integrate systems.

• Basic understanding of HTML/CSS and email template design is an asset.
• Experience in B2B SaaS implementations of CRM solutions.
• Familiarity with GDPR, HIPAA, or data privacy requirements is a plus.

Experience comes in many forms, many skills are transferable, and passion goes a long way. If your experience is close to what we are looking for, consider applying. We know that diversity of thought makes for the best problem-solving and creative thinking, which is why we are dedicated to adding new perspectives to the team and encouraging everyone to apply.

ABOUT US:

Multiview builds powerful, easy-to-use financial applications for clients across North America. As a leader in the ERP/Financial Software industry, we partner with sophisticated clients across multiple industries to End Month End.

We are extremely proud of the company we have built. Bringing together professionals with diverse backgrounds, talents, and expertise are vital to making our company stronger. Our people-first culture is our biggest advantage, and we are excited to share that commitment with you!

WHY JOIN MULTIVIEW?

At Multiview, you can make an impact that matters in a way that you never thought possible. With endless opportunities at every turn, and a company culture built to empower and develop our people to be the best they can be, Multiview is THE Software Company for you to learn, grow, create, connect, and lead. We do this by taking care of our employees first.

We strongly believe that a great job should keep you happy both at work and in life and we encourage that by offering:

• Competitive Compensation with benefits
• 4 weeks vacation to start, additional paid time off to supplement work-life balance, wellness, and mental health days.
• The company paid competitive Benefits including Extended Health, Dental, Vision and more.
• Health and Wellness Perks
• Continuous growth opportunities, professional development training support and leadership development

APPLICATION INSTRUCTIONS:

Please submit your resume, and a cover letter describing, why you are a unique fit for this position by applying to this posting.

We thank all applicants for expressing their interest in Multiview; however, only those candidates selected for an interview will be contacted.

Multiview is committed to providing an inclusive and accessible candidate experience. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to meet your needs.

ACCESSIBILITY & DIVERSITY:

Multiview promotes a diverse, inclusive, and accessible workplace. By embracing diversity, we are building a more effective organization that empowers our employees to be the best that they can be. We know that diversity of thought makes for the best problem-solving and creative thinking, which is why we are dedicated to adding new perspectives to the team and encouraging everyone to apply.

Multiview is an Equal Opportunity Employer, and we are committed to creating a barrier-free working environment for all. In accordance with the Accessibility for Ontarians with Disabilities Act (AODA) and Ontario Human Rights Code, Multiview will provide accommodation throughout the recruitment, selection and/or assessment process for applicants with disabilities, upon request.