Automation and CRM Strategist

Our client, a distinguished business development agency based in Los Angeles, is committed to fostering the growth of businesses across all industries. With a focus on strategic marketing, design, development, RevOps, and automation, they provide tailored solutions to help clients overcome challenges and thrive in competitive markets. They are seeking an experienced Automation and CRM Strategist to enhance their CRM capabilities and implement efficient workflows and automations that streamline operations and support business development.

Location:

Fully Remote (Work from Home), 9 AM - 5 PM EST

Key Responsibilities:

• CRM Optimization: Manage and optimize the HubSpot CRM platform to ensure it meets the needs of the business and enhances customer interactions.

• Data Reporting: Develop and manage comprehensive dashboards and reports within HubSpot, providing actionable insights to support strategic decisions and improve business outcomes.

• Continuous Improvement: Stay updated with the latest HubSpot features and best practices, implementing enhancements to maximize the platform's value to the organization.

• Client Strategy Development: Collaborate with clients to develop and execute HubSpot strategies that align with their business objectives.

• HubSpot Onboarding: Guide new clients through the onboarding process, ensuring they fully understand how to utilize HubSpot to enhance their business operations.

• Implementation and Customization: Customize HubSpot solutions according to client needs, including setting up and optimizing CRM, marketing automation, sales automation, and customer service hubs.

• Client Training and Support: Provide ongoing training and support to clients, empowering them to effectively use HubSpot for their business needs.

• Performance Optimization: Continually assess and optimize the performance of HubSpot implementations, ensuring clients achieve their desired outcomes.

• Reporting and Analytics: Develop and manage advanced dashboards and reports to track client progress and results, providing insights and recommendations for improvement.

What Success Looks Like:

• Enhanced CRM Efficiency: You have successfully enhanced the functionality and usability of the HubSpot CRM, leading to improved team productivity and customer satisfaction.

• Data-Driven Decision Making: Your expert management of dashboards and reports has enabled the company to make informed strategic decisions, driving growth and efficiency.

• Seamless Automation Integration: Through your efforts, automations and workflows are flawlessly integrated into daily operations, reducing manual tasks and improving operational accuracy.

Required Skills and Qualifications:

• Expertise in HubSpot: Extensive experience with all facets of the HubSpot platform, including CRM, marketing automation, Sales Hub, Marketing Hub, and Service Hub, with experience across both Pro and Enterprise products.

• Previous Experience: Ideal candidates have either worked at a HubSpot agency handling multiple accounts or at HubSpot itself.

• HubSpot Integrations: Familiarity with common HubSpot integrations like GoToWebinar, Salesforce, Microsoft Dynamics, Vidyard, Zoom, WordPress, Stripe, PandaDoc, DocuSign, QuickBooks, etc.

• Proven CRM Management Skills: Demonstrated ability to manage and optimize CRM systems, particularly HubSpot, to support business processes.

• Analytical Proficiency: Strong capability in developing and managing reports and dashboards that translate complex data into actionable insights.

• Strategic Thinking: Ability to think strategically about CRM utilization and its impact on business operations and growth.

• Collaborative Skills: Excellent communication skills and the ability to work effectively across multiple departments to integrate CRM strategies.

• Adaptability: Comfort with a fast-paced environment and changing requirements, able to quickly learn new tools and technologies.

Join a team that is dedicated to delivering cutting-edge solutions and driving success in a dynamic business environment. If you are a HubSpot expert passionate about leveraging technology to solve business problems and enhance customer engagement, we invite you to apply.

Application Process:

To be considered for this role these steps need to be followed:

• Fill in the application form

• Record a video showcasing your skill sets