CRM Associate

At Stout, we’re dedicated to exceeding expectations in all we do – we call it Relentless Excellence ®. Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team.

Impact You’ll Make

• Support the growth and effectiveness of Stout’s CRM by driving user adoption, engagement, and best practices across Sales and Marketing teams.

• Enhance data quality and reporting capabilities to enable more informed, data-driven decision-making.

• Contribute to scalable CRM processes through innovation, automation, and cross-functional collaboration.

• Help build a strong foundation for CRM excellence, positioning the platform as a critical driver of commercial success.

What You’ll Do

• Perform day-to-day CRM administration, including user setup, permissions, and data governance.

• Maintain and improve CRM data quality through audits, deduplication, and process enhancements.

• Assist with onboarding new users and support ongoing user adoption efforts.

• Create and maintain documentation, process guides, and training materials for CRM usage and policies.

• Support Sales and Marketing teams by aligning CRM functionality with business needs and goals.

• Monitor CRM usage and identify opportunities for optimization and efficiency improvements.

• Assist with integrations across internal systems and data platforms.

• Support—and grow into leading—training sessions for Sales and Marketing users on HubSpot best practices.

• Collaborate with cross-functional teams to implement new features, automations, and system enhancements.

What You Bring

• Bachelor’s degree in Marketing, Business, Information Technology, or a related field (or equivalent experience).

• 2+ years of hands-on experience with CRM platforms (HubSpot strongly preferred).

• Foundational understanding of CRM data management, including data entry, hygiene, and deduplication.

• Proficiency in Microsoft Excel for reporting and basic analysis.

• Strong attention to detail with the ability to manage and maintain accurate data.

• Strong communication skills, with the ability to support training, documentation, and cross-team collaboration.

• Ability to troubleshoot issues independently and escalate when appropriate.

• Demonstrated ability to learn new tools quickly and apply them effectively.

• Curiosity and interest in leveraging AI tools to improve efficiency and effectiveness.

Preferred Qualifications
(Candidates do not need to meet all preferred qualifications to be considered.)

• Experience with HubSpot CRM, including workflows, sequences, and Operations Hub.

• HubSpot or related CRM certifications.

• Experience in a B2B marketing or sales operations environment.

• Familiarity with CRM integrations (e.g., ZoomInfo, RingLead, or similar tools).

• Exposure to marketing automation, campaign tracking, or lead nurturing processes.

• Experience building dashboards and reports in HubSpot.

• Understanding of data governance best practices and experience supporting data cleanup initiatives.

How You’ll Thrive

• Demonstrate a proactive, solutions-oriented mindset with a focus on continuous improvement.

• Thrive in a collaborative environment, working closely with cross-functional teams.

• Adapt quickly to evolving tools, processes, and business needs.

• Balance multiple priorities while maintaining high attention to detail.

• Build credibility as a trusted resource for CRM best practices and user support.

• Contribute to a culture aligned with Stout’s core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators.

A reasonable estimate of the current range is $65,000.00-$75,000.00 annually. This role is also anticipated to be eligible to participate in an annual bonus plan. Available benefits are based on eligibility.  Our Total Rewards package includes a variety of options, including medical and dental plans, vision co