CRM Admin Consultant – HubSpot
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Job Description
Temp Consultant working with Auxo Solutions on HubSpot CRM optimizations for an external insurance client. Engage in auditing, recommending best practices, and implementing workflows remotely.
Responsibilities:
- Review current automation, workflows, and lifecycle coverage within HubSpot
- Identify gaps, redundancies, and optimization opportunities
- Perform cleanup and optimization of existing automation
- Implement additional workflows and configurations identified during discovery
- Build and manage automated workflows and nurture sequences (drip campaigns, behavior-based journeys)
- Partner with the team to align lifecycle campaigns to business objectives
- Support integrations and custom automation across marketing and sales systems, as needed
- Ensure data integrity, accurate audience targeting, and compliance with platform and enterprise standards
- Provide ongoing maintenance and support as needed, potentially on a per-diem basis
Requirements:
- A Bachelors' Degree in a related field
- At least 5 years' experience working in CRM optimization, specifically Hubspot
- Hubspot certifications are a plus
- Ability to transform customer insights, data inputs, and business requirements into actionable CRM strategies and recommendations
- Ability to collaborate with cross-functional teams to ensure CRM strategies are feasible, aligned, and supported by current technology capabilities
- Ability to support client discussions and working sessions by clearly communicating CRM considerations, dependencies, and rationale behind recommendations
- Experience with Agile project management methodologies and tools
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