Remote Otter LogoRemoteOtter

CRM Onboarding Specialist - Remote

Posted 13 weeks ago

Overview

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, managing various HubSpot hubs and optimizing the platform to enhance sales and marketing processes.

In Short

  • Lead HubSpot portal setup, customization, and data migration for new clients.
  • Manage CRM tools like HubSpot and Salesforce.
  • Streamline sales and marketing workflows using HubSpot’s automation tools.
  • Create and manage landing pages, forms, and email campaigns.
  • Analyze and segment lists for targeted lead nurturing.
  • Configure deal stages and manage sales pipelines within HubSpot.
  • Collaborate with Customer Success Managers for effective implementation.
  • Conduct tests to improve HubSpot processes and conversion rates.
  • Import data into HubSpot CRM and complete data mapping.
  • Analyze results to optimize lead nurturing workflows.

Requirements

  • 1+ years of experience in HubSpot CRM, Marketing, Sales, and/or Service Hubs.
  • Hands-on experience with other CRMs preferred.
  • Strong understanding of CRM and marketing automation best practices.
  • Experience with data migration, mapping, and list segmentation.
  • Excellent skills in creating and managing marketing content and campaigns.
  • Exceptional verbal and written communication skills.
  • Demonstrated experience as a HubSpot user (certifications preferred).
  • Top-notch organizational skills to manage multiple projects.

Benefits

  • Fully remote work environment.
  • Opportunity to work with a diverse team.
  • Access to professional development resources.
  • Flexible working hours.
  • Competitive salary and benefits package.

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