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 coverage, disability and life insurance, 401(k) plans, and access to other wellness-focused benefits. Depending on employment category, Stout offers Personal Time Off per calendar year based on standard work hours and years of service or Discretionary Time Off.  Additionally, each year the firm publishes a calendar of holidays to be observed during the year. Information about benefits can be found here - https://www.stout.com/en/careers/benefits.

Additionally, we must also address the Colorado requirement, which mandates including either a deadline or a statement indicating that the job posting is ongoing.

Applications are reviewed on a rolling basis, with no set closing date.  Recruitment will continue until the position is filled.  Stout encourages qualified candidates to apply promptly to any role(s) that interest them to ensure full consideration.

Why Stout?
At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.
We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.
We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.
Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.
Learn more about our benefits and commitment to your success.

https://www.stout.com/en/careers/benefits

The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.

Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law. 

Interested in joining a rapidly growing group of bright, ambitious professionals in a work environment that values culture, inclusion, and personal growth? Stout might just be the right place for you.