CRM Onboarding Specialist
4 days ago
Designation - CRM Onboarding Specialist
About the Company
At INSIDEA, we are a fully remote organization, hiring top talents from across the globe to deliver exceptional digital marketing and HubSpot solutions. Our diverse services are designed to enhance your brand’s online presence and drive real, measurable growth. From marketing optimization and content creation to full-scale HubSpot integration, we provide a holistic approach to transform your digital experience and maximize performance.
Job Description
Job Summary: 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. This role involves managing various HubSpot hubs, including Marketing Hub, Sales Hub, Service Hub, and HubSpot CMS, and optimizing the platform to enhance sales and marketing processes.
Responsibilities & Duties
- Onboarding & Implementation : Lead HubSpot portal setup, customization, and data migration for new clients.
- CRM Management: Having strong hands-on experience with CRM tools like HubSpot , Salesforce , and others is mandatory
- Marketing Automation : Streamline sales and marketing workflows using HubSpot’s CRM and automation tools.
- Content Management : Create and manage landing pages, forms, email campaigns, and effective calls-to-action.
- Data Segmentation : Analyze and segment lists based on email engagement and website interactions for targeted lead nurturing.
- Sales Pipelines : Configure deal stages and manage sales pipelines within HubSpot.
- Client Relations : Collaborate with Customer Success Managers to foster strong client relationships and ensure effective implementation.
- Optimization & Testing : Conduct tests to continually improve HubSpot processes and conversion rates.
- Data Migration : Import data into HubSpot CRM and complete data mapping.
- Behavioral Segmentation : Segment lists are based on email engagement and website interactions.
- Performance Measurement : Analyze results to optimize lead nurturing workflows for improved conversion rates.
Skills and Qualifications
- 1+ years of experience in the HubSpot CRM, Marketing, Sales, and/or Service Hubs
- Hands on experience with any other CRM is also 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 effectively manage multiple projects and campaigns
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