Sales CRM & Automation Manager

Palmetto, FL

Full Time

Sales

Mid Level

Job Title: Sales CRM & Automation Manager

Employment Type: Full-Time, 40 hours/week

Reports to: Sales Operations Manager

FLSA Status: Exempt

Position Type: In-Person

Who We Are

Life Surge is a leading company in the industry of faith-based live events and financial education programs. One of the fastest-growing organizations in the country, Life Surge exists to inspire, train, and equip people to build their personal impact in ways that glorify God. By producing 30+ annual events and providing financial education to thousands around the nation, we do just that.

We are a team of experienced professionals who are passionate about helping people learn, grow, and connect so they may live more enriched lives. Our culture is one where we celebrate each other, individually and as a team. We look to acknowledge and reward our star performers. Let your light shine in our company!

Opportunity

The Sales CRM and Automation Manager is responsible for overseeing and optimizing the company’s sales systems across HubSpot, Monday, and Close.io. This role ensures that sales processes are efficient, data is accurate, and automation supports the team’s ability to drive revenue and customer growth

Responsibilities:

Manage and maintain CRM platforms (HubSpot, Close.io) to ensure clean data, reporting accuracy, and seamless pipeline tracking.

Build and optimize automation workflows across HubSpot, Monday, and Close.io to streamline lead management, sales operations, and cross-team collaboration.

Collaborate with sales and operations leadership to improve forecasting, reporting, and performance visibility.

Integrate sales tools with marketing and operational platforms for unified data flow and efficiency.

Provide training and support to the sales team to maximize adoption of CRM and automation tools.

Analyze sales data to identify trends, process improvements, and growth opportunities.

Qualifications:

Strong hands-on experience with HubSpot, Monday, and Close.io.

Expertise in workflow automation and system integration.

Analytical mindset with the ability to turn data into actionable insights.

Excellent problem-solving and communication skills to support cross-functional teams.

Job Benefits:

Health, Dental, Vision, Life, Holiday, and Paid Time Off.

Non-corporate, casual, entrepreneurial, comfortable, fun, and proactive work environment.

High-level performers, disciplined, and self-motivated people will do very well in this environment.

Life Surge is an Equal Opportunity Employer. We value diversity and seek to empower each individual while supporting the many perspectives, skills, and experiences within our workforce. All employment is decided based on qualifications, merit, and business needs.

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Sales CRM & Automation Manager

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