The CRM Specialist (Hubspot) will play a key role in supporting the sales team’s growth by managing the day-to-day execution and support of HubSpot across multiple initiatives. Working closely with the Head of CRM and Director of Sales Operations, you'll ensure the CRM is correctly configured, functions smoothly, and scales effectively within a mission-driven, fast-growing organization.
What You'll Do
- Support the sales team’s growth through CRM execution and support
- Assist the Head of CRM with onboarding and setting up new accounts and sales reps
- Ensure all new sales reps are set up correctly from a tech stack perspective before going live
- Help implement and set up new tech stack, systems, and processes
- Create and manage tech integrations using HubSpot workflows in systems like Aloware, Typeform, Instantly, Apollo, and Clay
- Build out automations and workflows in the CRM under the guidance of the Head of CRM
- Create new reports and dashboards in HubSpot
- Successfully complete the entire CRM configuration SOP for new accounts
- Act as the resident expert on all sales systems and processes
- Manage rep adherence to CRM process across sales teams
- Troubleshoot lead flow issues, CRM integrations issues, or any other tech-related issues
What We're Looking For
- Ability to configure HubSpot efficiently and accurately
- Experience implementing HubSpot end-to-end configurations
- Proven ability to build workflows that increase efficiency in the sales process
- Expertise in HubSpot advanced reporting and visualizations
- Systems-oriented mindset
- Excitement to grow within a rapidly scaling organization
- Strong collaboration skills in creative environments
- Detail-oriented with the ability to manage complex configurations
- Problem-solving attitude — views challenges as puzzles to solve
- Teachable and committed to personal development
- Independent thinker
Nice to Have
- Hubspot certifications
Technical Stack
- HubSpot
- Aloware
- Typeform
- Instantly
- Apollo
- Clay
Team & Environment
Work within a RevOps agency model that fosters cross-functional collaboration between sales, marketing, and operations teams. You'll report directly to the Head of CRM and Director of Sales Operations in a dynamic, mission-driven environment focused on life transformation.
Benefits & Compensation
- Thorough training on specific HubSpot configurations, processes, and frameworks
- Opportunity to work in a fast-paced, energetic environment
- Chance to learn new things while having fun
- Be part of a mission-driven organization focused on changing lives
Compensation details are not specified. Equity and other compensation elements are also not specified.
Work Mode
Role supports a global, scalable RevOps model; specific location not required.
EEO: Not specified
