Own PolicyMe’s CRM systems remotely across Canada, shaping HubSpot workflows, data governance, and integrations for Home & Auto insurance. Establish scalable operating standards. This Revenue Operations Manager role combines systems ownership with practical business partnership. You will build CRM architecture, administer access, monitor system health, and improve data flows across a current line of business. You will also support reporting, planning, forecasting, and lifecycle processes with multiple functional teams. Key Responsibilities:

Maintain CRM architecture, naming conventions, fields, stages, and associations Manage access, provisioning, permissions, governance, and system health Investigate issues and coordinate fixes with vendors and technical partners Improve workflows, automation,



customer handoffs, and journey processes Create system guides, process documentation, and training materials Requirements:

Five or more years in CRM administration or business systems Strong hands-on HubSpot CRM administration experience Experience gathering requirements, testing changes, releases, and documentation Strong troubleshooting across systems, data, and business processes Exceptional attention to detail and high data-quality standards Apply CRM architecture, HubSpot administration, and systems troubleshooting to strengthen PolicyMe’s new insurance business unit.

📌 CRM Systems Manager Home Auto (Toronto)
🏢 Coinscapture
📍 Toronto