Responsibilities

• Onboarding & Training - Own the onboarding experience for new hires across Sales, Marketing, and Operations, ensuring each person is set up in HubSpot and confident using the tools relevant to their role.
• Train and mentor team members on system functionality, workflows, and best practices — both one-on-one and in group sessions.
• Develop and maintain enablement materials, including role-based setup guides, quick-reference documentation, and training resources teams can self-serve from.
• Serve as the ongoing resource for user questions, adoption issues, and refresher training as tools and processes evolve.
• Process & SOP Management - Maintain and continuously improve SOPs as sales and marketing processes change, ensuring documentation stays accurate and actionable.
• Manage documentation projects end-to-end, from identifying gaps and inconsistencies to drafting, reviewing, and publishing updates.
• Lead training and communication around process and system changes so teams understand not just what changed, but why.
• Partner with stakeholders across departments to standardize how work moves through the CRM.
• Reporting & Analytics - Build and maintain recurring reports and dashboards covering pipeline, lead source, rep activity, conversion, and other key sales and marketing metrics.
• Fulfill ad hoc reporting requests from sales leadership and other stakeholders, translating business questions into clear, accurate reports.

Requirements

• 2–3 years of experience in a sales operations, marketing operations, or CRM administration role
• Hands-on experience administering HubSpot
• Experience with AI tools (e.g., Claude, ChatGPT) and a willingness to apply them to day-to-day work
• Proficiency with Microsoft 365 and its surrounding tools (Outlook, Teams, SharePoint, Excel)
• Solid working knowledge of sales and marketing processes and how they connect
• Strong written and verbal communication — able to document clearly and train confidently
• Data literacy and comfort working in spreadsheets (Excel) for reporting and analysis
• Project management versatility — able to run multiple workstreams simultaneously and drive them to completion
• A strong sense of ownership, high attention to detail, and proven problem-solving skills
• Experience training or mentoring others

Preferred

• Experience with Jira or other project management software
• Experience with ZoomInfo or similar sales intelligence platforms
• Experience building reports or dashboards in a CRM or BI tool
• HubSpot certifications (e.g., HubSpot Marketing, Sales, or Revenue Operations)

Benefits

• Medical, dental, vision, 401(k), paid vacation, paid holidays, and more