Key Responsibilities:

• Deal Stage Management: Oversee all deal stages within HubSpot to ensure smooth progression and tracking.
• Pipeline Creation: Design and implement pipelines that streamline the lead management process.
• Workflow and Automation: Develop workflows and automations that enhance the efficiency of sales and marketing operations.
• Email Campaigns: Craft and execute email campaigns that engage and nurture leads.
• Task and Report Generation: Create tasks for team follow-up and generate reports for insights into performance and areas for improvement.
• Software Integrations: Ensure systems within the prospecting ecosystem connect with each other to capture relevant data across platforms.

What Success Looks Like:

• Operational Efficiency: Your efforts result in a more streamlined and effective sales and marketing process.
• Scalable Processes: Your structure will create the gold standard for customer engagement throughout the firm.
• Increased Engagement: Through targeted email campaigns, you’ll see an uptick in lead engagement and progression through deal stages.
• Data-Driven Decisions: The reports and tasks you create enable the team to make informed decisions and prioritize effectively.

Qualifications:

• Proven experience as a HubSpot Sales-Ops Expert or in a similar role managing HubSpot environments.
• Strong understanding of creating and managing pipelines, workflows, and automations within HubSpot.
• Experience in crafting and executing email campaigns within HubSpot.
• Ability to generate meaningful tasks and reports that contribute to team efficiency and performance insights.
• Excellent problem-solving skills and the ability to work independently in a remote setting.