Responsibilities

• 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.
• 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.
• 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.