Sales Enablement & CRM Lead

Sales Enablement & CRM Lead

Department: Sales

Employment Type: Full Time

Location: Remote - United States

Compensation: $90,000 - $120,000 / year

Description

The Company
With a mission of Fighting Student Debt, Bold.org is the fastest-growing student fintech platform in the US. We’re a team of dozens, serving millions of Bold.org members, with trillions in debt at stake.
We’re innovating at the intersection of fintech, philanthropy, payments, and education, with an obsessive focus on profitable operations, unit economics, engineering long-term retention, and growth. If that resonates, we’d love to hear from you.
Position Description
We’re hiring a Sales Enablement & CRM Lead to drive donation growth by owning the strategy, tooling, and systems that power our donor sales pipeline as we grow past $10M / year. You’ll report directly to Tori, our VP of Donors, and serve as her right hand in shaping how we scale, steward, and close donor partnerships at Bold.org and the Bold Foundation.
This is a high-impact individual contributor role with strategic ownership over sales enablement systems, CRM performance, and outbound infrastructure. You’ll help us answer:

• What’s blocking donor growth and renewals?
• Where are the highest-leverage improvements in our donor pipeline?
• How can we scale stewardship and outbound 10x without sacrificing personalization?

You’ll own and evolve the tools and systems that power our donor pipeline ensuring every team member has the visibility, automation, and insights needed to move donors from discovery to renewal. Over time, this role may expand into leading key parts of our donor operations function as we grow. We’re looking for someone eager to scale systems and influence.
Goals of the Role
You’ll own the outcomes behind donor sales velocity, outbound growth, personalized engagement, and pipeline insight.

• Drive donation growth. Build systems and strategies that move donors from interest to impact, faster and more reliably.
• Scale personalization. Make every message count through segmentation, automation, and lifecycle logic that feels human.
• Power strategic decisions. Own pipeline visibility and reporting so we’re always acting on the most important bottlenecks.
• Unlock outbound potential. Set up infrastructure to scale proactive outreach and top-of-funnel growth.

Key Responsibilities

You’ll lead the design and optimization of the systems behind our donor lifecycle–powering both personalized outreach and scalable growth.

• Own and operate our full CRM and donor outreach infrastructure, with primary ownership of HubSpot but flexibility to evaluate or implement additional tools.
• Architect the full donor lifecycle–from initial interest through renewal and stewardship–through systems, data, and enablement processes.
• Design and implement scalable processes, including segmentation, sequencing, lead scoring, and system routing.
• Maintain CRM hygiene, configure custom properties, manage integrations, and ensure data syncs cleanly between our internal tools and HubSpot.
• Create dashboards and reports to surface bottlenecks, track donor pipeline performance, and inform team strategy.
• Collaborate cross-functionally with Engineering, Marketing, Lifecycle, and the Donor Relations Manager to ensure high-quality, timely, and personalized communication at scale.
• Troubleshoot CRM logic, suppression rules, and system bugs–and proactively build more robust infrastructure.
• Contribute to roadmap prioritization, documentation, and ongoing system evolution in partnership with the VP of Donors.

Skills, Knowledge and Expertise

You’ve built and owned CRM and sales enablement systems in fast-moving environments–and you’re excited to scale what’s next.

• 3+ years owning CRM and sales enablement systems in a high-growth or startup environment
• Experience designing and executing outbound and lifecycle campaigns
• Familiarity with donor or customer journey mapping and sales funnel optimization
• Strong systems thinking and ability to build clarity in ambiguous or evolving structures
• Experience with SQL, API integrations, HubSpot Sales & Marketing Hub and Slack
• Bonus: Experience working in mission-driven environments or with nonprofit fundraising tools
• Note: Title is flexible based on experience. If you’re excited by this mission and meet the core qualifications, we want to hear from you.
• Sales enablement mindset. You’ve supported or built systems for a revenue-generating team and understand how to drive visibility, momentum, and accountability across a pipeline.
• CRM and lifecycle fluency. You’ve owned HubSpot (or a comparable CRM) and know how to configure properties, workflows, sequences, and email systems that scale.
• Growth-oriented. You’re not just maintaining systems–you’re looking for ways to unlock the next stage of donor or customer growth.
• Cross-functional problem-solving. You connect dots across teams and tools, translating between technical and non-technical stakeholders with ease.
• Speed and ownership. You thrive with high autonomy, move quickly from idea to execution, and default to documenting systems others can build on.

Logistics

Location and Time Commitment
We are fully remote - you can work wherever you’re most productive. This is a high-ownership, high-freedom role. This means that it’s not a 9-5 and you’ll often need to go above and beyond. It also means that while we generally work in US time zones, we don’t care when exactly you’re working and encourage you to structure your day to support your ideal life.
Compensation
Our compensation packages are designed to make this your dream job for both the short and long term. Each compensation package includes base salary and equity. Benefits include medical, dental, vision, and unlimited PTO.