Salesforce Specialist

EPIC iO Technologies is an international technology-focused company providing the most innovative, IoT, AI, and wireless connectivity solutions for the public and private sectors.

As #OneTeam, we bring together some of the best technology offerings on the market with our growing team. This success is the result of our employees' diverse technical and business expertise, which fuels collaboration and ongoing innovation. We use equal parts innovation, quality, and reliability to create comprehensive, solution-driven product offerings for our customers. Learn more about us at www.epicio.com.

Why join the Epic team?

· Bring your skills and knowledge to an innovative and growing workplace

· Work and collaborate with a team who has become one of the best in the industry

· Use industry-leading technology and the best tools available to ensure success

· Work in a stable industry with strong growth potential

EPIC iO is looking for a Salesforce o lead the data architecture, system integrations, and workflow automation between our Salesforce CRM and HubSpot Marketing Platform. This role will ensure seamless data flow from lead generation to closed accounts, optimizing field management, syncing processes, and enhancing theCPQ quoting system, SKU management, and reporting accuracy. The ideal candidate will play a pivotal role in improving data integrity, report dashboards, operational efficiency, and cross-functional collaboration between sales and marketing teams.

Responsibilities & Tasks

• 
  

Salesforce & HubSpot Data Management

• 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.

CRM & Marketing System Integration

• 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.

CPQ Quoting Process & SKU Management

• 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.

Process Optimization & Reporting

• 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.

Required Qualifications

• Expertise in Salesforce CRM (data structure, fieldmanagement, reporting, automation). 
• Experiencewith HubSpot (orstrongunderstandingof marketing automationplatforms). 
• Strong data management skills (integration, syncing, deduplication). 
• Experiencewith sales quotingprocesses (CPQ, SKU management, pricingworkflows). 
• Abilitytotroubleshoot, optimize, and improvesystemworkflows. 
• FamiliaritywithAPIs (Power BI, Tableau), automationtools and third-partyreportingtoolsis a plus. 

Desired Qualifications

• Salesforce Administrator – Skills: CRM configuration, data integrity, and automation. 
• Salesforce Data Architect – Advancedcertificationfordata modeling, deduplication, and data flowsbetweensystems.
• HubSpot Marketing Software Certification – Skills:listsegmentation, deduplication, and campaignsetup. 
• HubSpot Operations Software Certification – Skills: on data syncing, automation, and integration with CRMs like Salesforce. 

• Experience

CRM & Data Management Experience (Salesforce & HubSpot)

• 5 years working with Salesforce CRM, including data structuring, field mapping, deduplication, and workflow automation.
• 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.

Data Sourcing & List Management Experience

• 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.

Sales & Marketing Operations Experience

• 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. OR

EPIC iO Technologies embraces diversity and equal opportunity. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We believe the more inclusive we are, the better our company will be.