Responsibilities

• System Administration: Maintain and optimize our CRM environment (HubSpot), including managing user permissions, custom objects, and data architecture.
• Data Integrity: Perform regular data cleansing, deduplication, and auditing to ensure a "single source of truth" for all departments.
• Reporting & Insights: Design and maintain dashboards that track KPIs such as conversion rates, pipeline velocity, and customer lifetime value.
• Sales Team Training & Education: Design and deliver comprehensive onboarding programs for new sales hires to ensure immediate productivity.
• Host regular "Office Hours" and workshops to teach advanced HubSpot features, such as sequences, snippets, and meeting tools.
• Develop a library of "How-To" documentation, SOPs, and video tutorials tailored to our specific sales process.
• Direct Sales Support: Act as the "first responder" for sales team technical issues, troubleshooting deal pipeline errors or automation glitches.
• Partner with Sales Managers to build custom views, filtered lists, and dashboards that help reps prioritize their daily outreach.
• Identify "frictional" points in the sales cycle and implement CRM-based solutions to reduce manual data entry for reps.

Requirements

• Education: Bachelor’s Degree required
• Minimum of 2 years of professional experience in CRM administration or data analysis
• Strong experience with HubSpot is highly preferred
• Advanced proficiency in Microsoft Excel (Pivot Tables, VLOOKUPs)
• Experience with data visualization tools (Tableau, PowerBI) is a plus
• Experience in Insurance or Financial Services is helpful but not mandatory
• Ability to translate complex data findings into clear, actionable recommendations for non-technical stakeholders

Preferred

• Prior HubSpot experience (preferred)
• Experience with Tableau/PowerBI
• Experience in Insurance or Financial Services (nice to have)

Benefits

• Competitive benefits package
• Variable pay programs