CRM Specialist - Operio Group

Are you looking for a team that cares about you?

The CRM (Customer Relationship Management) Specialist will play a critical role in managing and optimizing the organization's CRM system to enhance customer relationships, streamline processes, and drive business growth. You will be responsible for responding to user requests & questions by serving as HubSpot support liaison.

The CRM Specialist will report directly to the Chief Technology Officer (CTO) and collaborate cross-functionally with the Customer Service, Marketing, and Sales teams.

Job Responsibilities

• Train new users and onboard them into HubSpot.
  
• Host Quarterly Training with HubSpot updates that impact specific users roles.
  
• Create custom modules, templates, and functionalities within HubSpot CRM to enhance user experience and support specific sales and marketing processes.
  
• Create and manage workflows, sequences, forms, calls-to-action, etc within the HubSpot platform.
  
• Segment lists based on behaviors like past email engagement and website interactions (content downloads, site page visits, etc).
  
• Measure results and optimize workflows for these segments to convert leads into customers.
  
• Collaborate with Marketing, Sales, and Customer Service to identify system opportunities and strategies to implement based on results and system updates
  
• Work to minimize list decay
  
• Ensure data integrity and quality within the CRM system by implementing data validation rules, data cleansing activities, and data migration as needed.
  
• Contact Deduplication Maintenance.
  
• Workflow cleanup and administrative corrections (like spelling/capitalization).
  
• Build customized views, dashboards, and reports for users.
  
• Create and manage segmented lists, workflows, and automation processes; Manage list imports.
  
• Analyze CRM data to identify trends, patterns, and opportunities for improvement, and provide actionable recommendations.
  
• Stay up to date on training and best practices for implementation within all roles.
  

Job Requirements

• 4+ years within a CRM Specialist, Hubspot/Salesforce Specialist or similar role.
• Bachelor’s degree in Marketing, Business, or a related field.
• Strong analytical and problem-solving skills.
• Expertise in CRM software and related tools.
• HubSpot Training Certification preferred
• Excellent communication and interpersonal skills.
• Ability to collaborate with cross-functional teams.
• Detail-oriented with a focus on data accuracy and system integrity.

Pay: $55,000 - $70,000 based on education, experience, and skills.

Benefits:

• Develop Your Skills and Grow - We have ever-growing internal training courses and encourage you to take courses externally. We have supported or currently support our team members financially with language courses, driving lessons, degrees/masters, qualifications, and more.
• Join a Team That Really Cares - Everyone is friendly, collaborative and driven. We are a family business and we care about each other so because of this, you will always be pushed to become the best you can be.
• Annual Cost of Living Increase and Pay Reviews
• Real Work-Life Balance - 30 days vacation, incl federal holidays, per year. That's right, 30. Plus no weekends.
• and more!