operations. Core Responsibilities System Administration: Maintain and optimize our CRM environment (HubSpot), including... regular "Office Hours" and workshops to teach advanced HubSpot features, such as sequences, snippets, and meeting tools...
& Marketing Operations: Utilize and manage sales and marketing workflows through Monday.com and HubSpot, ensuring streamlined... within an investment, asset management, or financial services firm. Tech & Platform Proficiency: Proficiency with HubSpot (or Salesforce...
Implementation team to ensure a seamless handoff experience. Conducts pre-live audits through a HubSpot playbook to confirm set-up... to contacting all cancellations within 24 business hours and documenting save plans in HubSpot CRM. Completes dealer Touchpoints...