Must-have Skills:
HubSpot or Salesforce or CRM, Data Analytics or Data Analysis, Data Management or Segmentation
Job Summary:
We are seeking a highly skilled and detail-oriented HubSpot CRM Administrator to manage and optimize our HubSpot CRM system while also playing a key role in a project to integrate and consolidate three separate CRM platforms into a unified system. This role will involve overseeing the day-to-day management of HubSpot, ensuring its optimization, and leading the strategic migration of data and workflows from other CRMs to HubSpot. This role will also have a focus on data integrity, utilizing database tools to ensure the CRM is up-to-date with accurate client and prospect information. You will work closely with cross-functional teams to ensure a seamless CRM transition and the implementation of best practices across all systems.
Key Responsibilities:
CRM Administration & Management
- Serve as the primary administrator for HubSpot, ensuring optimal performance and user adoption.
- Configure and customize HubSpot modules (Sales Hub, Marketing Hub, Service Hub, and Operations Hub) to align with organizational needs.
- Manage user roles, permissions, team hierarchies and access controls to maintain security and proper workflows within HubSpot.
- Maintain data quality by implementing governance policies, deduplication processes and data cleansing initiatives.
Automation & Workflow Optimization
- Design and implement automated workflows, sequences, and triggers to streamline sales and marketing operations.
- Create and maintain custom properties, pipelines, workflows, reports, and dashboards to support sales, marketing, and service teams.
- Create and maintain email sequences, templates, and automation rules for marketing campaigns.
Reporting & Analytics
- Build and manage dashboards, reports, and data visualizations to provide insights on sales performance, lead conversion, and customer engagement.
- Monitor key performance indicators (KPIs) and recommend improvements based on data-driven insights.
- Conduct regular audits of CRM data and processes to identify areas for optimization.
User Support & Training
- Provide technical support and troubleshooting for HubSpot users across teams.
- Conduct training sessions and create documentation to improve user adoption and efficiency.
- Stay updated on HubSpot updates, best practices, and emerging CRM trends.
Integration & Migration
- Support the effort to consolidate three separate CRM systems into one unified platform (HubSpot) with migration of historical data ensuring minimal disruption and data integrity.
- Work with internal stakeholders and external vendors to define integration requirements, migration strategies, and data mapping.
- Develop and execute testing plans for migrated data and workflows to ensure smooth transition.
- Partner with Sales, Marketing, and Customer Support teams to understand their CRM needs and ensure the consolidated system meets those requirements.
Qualifications & Experience:
- 3-6 years of experience in HubSpot CRM or a similar CRM administration, configuration, and automation role.
- Strong understanding in managing CRM migrations, data imports and integrations between different platforms.
- Proficiency in CRM data management, segmentation, and governance.
- Experience with HubSpot or any other CRM Reporting & Analytics to derive business insights.
- Strong analytical and problem-solving skills with the ability to work in a fast-paced environment.
- Excellent communication and interpersonal skills, with the ability to train and support users of various technical levels.
Preferred Skills:
- HubSpot certifications (HubSpot CRM, HubSpot Marketing Software, Sales Hub Implementation, etc.)
- Bachelor’s degree in Business, Marketing, Information Technology, or a related field
- Familiarity with customer journey mapping and sales process optimization.