Remote CRM Administrator


 

A well-funded, global start-up is looking for a CRM Administrator to keenly say that they were a part of the groundbreaking development team!


The CRM Administrator will be responsible for driving adoption, improving existing processes, and deploying new business processes in order to improve KPIs and drive growth at medvocation.

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The CRM Administrator will work closely with business functional leaders and operations to ensure the effective compliance and delivery of solutions while simultaneously organizing and leading the ongoing roadmap for our CRM deployment and usage throughout sales divisions and operations functions.

The ideal candidate is a self-motivated, dynamic problem solver who is committed to learning and personal development, and thrives in a fast-paced environment.


This is a full-time, remote position that offers a lot of flexibility with a monthly retainer and stock option plan.


What we're looking for: ("Hubspot/Salesforce.com expert")


  • Understands all aspects of HubSpot configuration and technical/functional capabilities

  • Support Sales and Marketing's use of HubSpot, including assisting with mailing list generation/cleanup as needed and helping Marketing automate processes related to campaigns.

  • Manage all new user setups and deactivation, including transferring ownership of contacts/deals for deactivated users.

  • Experience with security settings and ability to partner with Engineering for security audits.

  • Build and manage dashboards, reports, layouts, process automation, and other configurable parts of the interface for end-users, and other capabilities including.

  • Flows and Process

  • Workflow Rules & Approval Processes

  • Validation Rules

  • Custom Objects Configuration

  • Security Controls

  • Third-party integrations

  • Deploy change sets from sandbox to production

  • Custom report type creation, profiles, permission sets, and rules

  • Participate in system implementation projects including but not limited to: requirements, documentation, systems configuration, test documentation/execution, issue identification, and resolution.

  • Participate in training to management and workshops with sales and operations teams.

  • Maintain updated system documentation and HubSpot policies/procedures.

  • Maintain a high-level familiarity with other Internal systems/business application capabilities and scope to make recommendations about potential upstream/downstream integration or functionality intersection points.

  • Interface with teams across the business including Marketing, Operations, Engineering, and Users to facilitate business requirements and related duties.

  • Support the day-to-day running of the business within HubSpot, which includes interacting with business users and technology partners, in support of the HubSpot CRM environment.

  • Developing reports that track customer activity over time to identify trends in behavior or needs that may indicate opportunities for improvement

  • Own or assist with full lifecycle implementations.

  • Ability to communicate with C-Level Executives


Qualifications


  • 2+ years of experience as a HubSpot administrator (we will consider experience in other CRM tools such as Salesforce.com)

  • Candidate must possess at least Bachelor's/College Degree in Information Technology or any relevant course.

  • Strong skill in project creation and management including intake of tasks, prioritization, and successful delivery with communication and training

  • HubSpot Sales, HubSpot Marketing Software, and Service Hub certifications are a plus (Salesforce.com)

  • Ability to provide strategic consulting of best practices, training programs, and the use of CRM applications to end users

  • A documented history of successfully driving projects to completion

  • Ability to understand and articulate complex requirements

  • Strong understanding of the platform, with the ability to build custom objects, formula fields, workflows, custom views, and other content of intermediate complexity.

  • Advanced Excel and Google sheet skills are a must

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