Senior CRM Administrator

About us:

Branch is on a mission to empower workers with financial freedom. We do this by helping companies accelerate payments and providing working Americans with accessible, free financial services. We’re committed to building and delivering more inclusive, transparent, and frictionless financial products.

Our goal of empowerment extends to our own employees, too. Have a great idea? Share it today and it might just get implemented tomorrow. As a member of our team, your voice and creativity matter—and they can directly impact our products, company, and culture. 

We not only focus on attracting great talent from across the country, but also on building teams that help that talent thrive. That means valuing a diversity of opinions and working styles, while creating a shared belief in innovation, initiative, and winning together.

Come join our team as we develop new ways to improve the lives of working Americans.

About the role:

We're seeking a Senior CRM Administrator to lead the strategic selection, integration, and optimization of our sales technology stack, with a primary focus on AI tools to enhance our sales development and outbound teams. You'll be the key technical expert responsible for building a robust and scalable technology ecosystem that enables our sales teams to be more efficient, effective, and data-driven. This is a hands-on role where you'll get to shape the future of our sales operations, directly impacting our revenue growth and market position.

Responsibilities include, but are not limited to:

• Technology Strategy & Vision: Partner with the CRO and revenue operations leadership to define the long-term vision and strategy for our sales technology stack
• System Administration: Design and maintain a seamless and scalable architecture for all sales and marketing-related technologies. Ensure data flows are clean, accurate, and reliable to feed AI models and reporting dashboards
• AI Tool Selection & Integration: Research, evaluate, and recommend AI-powered sales tools for lead generation, qualification, email personalization, and sales intelligence. You'll manage the full lifecycle from vendor selection to integration with our existing systems (e.g., HubSpot, Outreach, Gong)
• Implementation & Deployment: Lead the technical implementation of new tools and features. This includes configuration, API integration, and ensuring a smooth rollout to all revenue teams
• Performance Monitoring & ROI: Establish key performance indicators (KPIs) to measure the effectiveness and ROI of our technology investments. Use data to identify areas for improvement and drive continuous optimization
• Cross-Functional Collaboration: Work closely with sales operations, marketing, data, and engineering teams to ensure our technology stack aligns with broader business goals
• Training & Enablement: Partner with sales enablement to develop and deliver training on new technologies, ensuring our teams maximize their use of the tools

Qualifications:

• 5+ years of experience in a sales operations or a similar role, with a strong focus on technology and systems and at least 3+ years experience as a CRM Administrator
• Proven track record of selecting, implementing, and managing CRM platforms (HubSpot, Salesforce, etc.), including experience with HubSpot’s custom objects, workflows, and integrations
• Deep understanding of AI/ML concepts and how they apply to the sales process (e.g., predictive analytics, natural language processing)
• Expertise in API integrations and a strong grasp of data structures and data flow management
• Experience with business intelligence tools (Looker)
• Exceptional problem-solving skills and the ability to diagnose and resolve complex technical issues
• Strong communication and project management skills to lead initiatives and collaborate with technical and non-technical stakeholders at all levels
• Ability to work independently and manage multiple priorities in a fast-paced, dynamic environment
• Bachelor's degree in a technical or business-related field preferred

Compensation:

The salary range for this role is $140-155k.

The salary range displayed reflects an average base salary range for the position across all the U.S. The base salary offered to an applicant could be higher or lower based on each applicant's specific skill set, depth of experience, relevant education or training, etc. 

Location:

This position is classified as REMOTE within the United States of America.

We are unable to hire candidates located outside of the domestic U.S.

Benefits: 

• Market-leading medical, dental, and vision insurance 
• Stock options
• Free Premium-Tier Origin Financial Wellness subscription
• Monthly home-office stipend
• 401k (TransAmerica)
• 12-weeks paid parental leave for birthing and non-birthing parents
• Flexible time off + sick and safe time
• 11 paid company holidays

Working at Branch

A remote-first company with employees located throughout the U.S., Branch emphasizes transparency, accountability, and trust to create a collaborative environment where our product, engineering, marketing, customer support, customer success, and sales teams can all thrive together.  Learn more about what we do in this video!

Our collaborative spirit has helped us become an award-winning FinTech company, with Branch’s innovation and workplace recognized across industries. Branch has been honored by Inc., the Webby Awards, Benzinga FinTech Awards, FinTech Breakthrough Awards, Top Workplaces USA, Great Places to Work, and EY Entrepreneur of the Year, Heartland, among others.  

Learn more about our culture, approach, technology, and people here: https://www.branchapp.com/about

Branch is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Must be currently authorized to work in the USA without sponsorship or transfer.

No third-parties, please.

View how Branch collects your personal data here.