CRM & Data Operations Specialist

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    "datePosted": "2026-04-27T04:00:00.000Z",
    "description": "<h2>Overview</h2>\n<p> </p>\n<p>One Identity is a unified identity security platform that enables organizations to achieve Zero Trust security and least-privilege access. Trusted by over 11,000 customers globally, we deliver identity governance, privileged access management, and active roles solutions — protecting what matters most in a complex threat landscape.</p>\n<p>Our Marketing Operations team is the engine powering data-driven go-to-market at scale. We run the systems that connect demand generation to pipeline, and data integrity is our foundation.</p>\n<p> </p>\n<h2>Responsibilities</h2>\n<p>We are looking for a detail-obsessed, systems-first thinker who will own the integrity, structure, and governance of our Salesforce CRM environment and its integrations. You don't just use tools — you think in data models. You care about what a field means, who owns it, and what breaks if it's wrong.</p>\n<p>This is a highly cross-functional role operating at the intersection of marketing, sales, and revenue operations. You will serve as the authoritative voice on data structure, field governance, and integration reliability across our go-to-market tech stack.</p>\n<p><strong>Salesforce Data Model Ownership</strong></p>\n<ul>\n <li>Own and maintain the canonical Salesforce data model across Specialists, Contacts, Accounts, and Campaigns</li>\n <li>Define and enforce field-level ownership, data types, picklist values, and object relationships</li>\n <li>Document the full data architecture and ensure it reflects current business logic</li>\n <li>Partner with Revenue Operations and Sales Specialistership to evolve the data model as the business scales</li>\n</ul>\n<p><strong>Data Governance & Quality</strong></p>\n<ul>\n <li>Establish and enforce data governance policies including deduplication rules, field ownership, and data entry standards</li>\n <li>Design and implement sync rules between integrated systems to prevent data conflicts and record corruption</li>\n <li>Monitor data health dashboards; proactively identify and remediate quality issues before they impact downstream systems</li>\n <li>Own the data quality score across all CRM objects and drive continuous improvement programs</li>\n</ul>\n<p><strong>HubSpot ↔ Salesforce Integration Integrity</strong></p>\n<ul>\n <li>Serve as the primary owner of the HubSpot-to-Salesforce integration, ensuring bi-directional data consistency</li>\n <li>Audit field mappings, sync rules, and error logs on a regular cadence</li>\n <li>Partner with Marketing Ops to align Specialist lifecycle stages, campaign member statuses, and attribution fields across both platforms</li>\n <li>Identify and resolve integration drift before it affects reporting or sales workflows</li>\n</ul>\n<p> <strong>Campaign Member Structure & Attribution Readiness</strong></p>\n<ul>\n <li>Own the campaign member data structure within Salesforce to ensure readiness for multi-touch attribution reporting</li>\n <li>Define and maintain campaign member status values, response taxonomies, and program hierarchy standards</li>\n <li>Work with Demand Generation and Marketing Analytics to ensure campaign data is consistently captured and attributable</li>\n</ul>\n<p><strong>Specialist-to-Account Matching & Routing Logic</strong></p>\n<ul>\n <li>Own and optimize Specialist-to-account matching rules to ensure accurate association at every stage of the funnel</li>\n <li>Maintain and refine Specialist routing logic, assignment rules, and queue management within Salesforce</li>\n <li>Partner with Sales Ops to ensure routing decisions align with territory design and capacity planning</li>\n</ul>\n<p><strong>Consent, Compliance & Data Privacy</strong></p>\n<ul>\n <li>Ensure CRM data practices comply with GDPR, CCPA, and other applicable data privacy regulations</li>\n <li>Maintain consent field mappings, suppression lists, and opt-out logic across integrated systems</li>\n <li>Serve as the operational point of contact for data subject requests requiring CRM-level action</li>\n</ul>\n<h2>Qualifications</h2>\n<ul>\n <li>5+ years of experience in CRM administration, marketing operations, or revenue operations with a focus on Salesforce</li>\n <li>Expert-level understanding of the Salesforce data model — objects, relationships, field types, and record types — with the ability to design and justify structural decisions</li>\n <li>Hands-on experience with HubSpot-to-Salesforce integration management, including field mapping, sync configuration, and error troubleshooting</li>\n <li>Deep knowledge of data governance principles: deduplication logic, field ownership frameworks, data stewardship practices</li>\n <li>Proven track record of building and enforcing data quality standards in a complex, multi-system environment</li>\n <li>Experience with Specialist lifecycle management, including Specialist-to-account matching, routing rules, and funnel stage definitions</li>\n <li>Familiarity with campaign attribution models and the data structures required to support them</li>\n <li>Strong understanding of data privacy and compliance requirements (GDPR, CCPA) as they relate to CRM data</li>\n <li>Exceptional documentation skills — you write things down, maintain them, and ensure others can follow them</li>\n</ul>\n<p> <strong>Nice to Have</strong></p>\n<ul>\n <li><strong>Salesforce Administrator Certification (ADM-201): </strong>Strongly preferred; demonstrates formal mastery of the platform and its governance capabilities</li>\n <li><strong>Salesforce Advanced Administrator or Platform App Builder: </strong>A plus for candidates with deeper declarative configuration experience</li>\n <li>Experience with LeanData, Clearbit Enrichment, or similar data enrichment/routing tools</li>\n <li>Familiarity with SQL or data querying for CRM audits and pipeline reporting</li>\n <li>Background in B2B SaaS or cybersecurity go-to-market environments</li>\n <li>Experience with marketing attribution platforms such as Bizible / Adobe Marketo Measure</li>\n</ul>\n<p><strong>Company Description  </strong></p>\n<p>One Identity enables organizations of all sizes to better secure, manage, monitor, protect, and analyze information and infrastructure to help fuel innovation and drive their businesses forward. With team members around the globe, we intend to continue to grow revenues and add value to customers.  </p>\n<p>  </p>\n<p>When you join our team, you will have the opportunity to build and develop products at a scale few others can provide. Our product portfolio serves a large base of customers and we are addressing the strategic imperatives for enterprise businesses. Working with some of the most talented employees the industry has to offer, we provide enhanced career opportunities for team members to learn and grow in a rapidly changing environment.  </p>\n<p>  </p>\n<p><strong>Why work with us? </strong> </p>\n<ul>\n <li>Life at One Identity means collaborating with dedicated professionals with a passion for technology.  </li>\n <li>When we see something that could be improved, we get to work inventing the solution.  </li>\n <li>Our people demonstrate our winning culture through positive and meaningful relationships.  </li>\n <li>We invest in our people and offer a series of programs that enables them to pursue a career that fulfills their potential.  </li>\n <li>Our team members’ health and wellness is our priority as well as rewarding them for their hard work.  </li>\n</ul>\n<p>  </p>\n<p>One Identity is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: One Identity is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at One Identity are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. One Identity will not tolerate discrimination or harassment based on any of these characteristics. One Identity encourages applicants of all ages.  </p>\n<p>  </p>\n<p><em>Come join us. For more information, visit us on the web at </em>One Identity Careers | Explore Opportunities with the OI Team </p>\n<p>  </p>\n<p><em>Job seekers should be aware of fraudulent job offers from online scammers and only apply to roles listed on quest.com/careers using our applicant system. Note: We do not use text messaging or third-party messaging apps like Telegram to communicate with applicants, so please exercise caution if you are approached in this way and only interact with people claiming to be Quest employees if they have an email address ending in @quest.com or @oneidentity.com</em></p>\n<p>#LI-NS1</p>\n<p> </p>",
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