Full-Time CRM Onboarding Specialist

Job Summary: We are seeking an experienced CRM Onboarding Specialist to oversee the end-to-end onboarding and implementation of HubSpot or any other CRM for new clients.

Responsibilities & Duties

1. Onboarding & Implementation: Lead HubSpot portal setup, customization, and data migration for new clients.
2. CRM Management: Strong hands-on experience with CRM tools (HubSpot, Salesforce, etc.) is mandatory.
3. Marketing Automation: Streamline sales and marketing workflows using HubSpot's CRM and automation tools.
4. Content Management: Create and manage landing pages, forms, email campaigns, and calls-to-action.
5. Data Segmentation: Analyze and segment lists for targeted lead nurturing.
6. Sales Pipelines: Configure deal stages and manage sales pipelines within HubSpot.
7. Client Relations: Collaborate with Customer Success Managers for strong client relationships and effective implementation.
8. Optimization & Testing: Conduct tests to improve HubSpot processes and conversion rates.
9. Data Migration: Import data and complete data mapping.
10. Behavioral Segmentation: Segment lists based on email engagement and website interactions.
11. Performance Measurement: Analyze results to optimize lead nurturing workflows and improve conversion rates.

• 1+ years of experience in HubSpot CRM, Marketing, Sales, and/or Service Hubs.
• Hands-on experience with other CRMs is preferred.
• Strong understanding of CRM and marketing automation best practices.
• Experience with data migration, mapping, and list segmentation.
• Excellent content creation and campaign management skills.
• Exceptional verbal and written communication skills.
• Demonstrated HubSpot experience (certifications preferred).
• Strong organizational skills for multiple projects and campaigns.

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