World Insurance Associates LLC · 5 days ago

HubSpot Administrator

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

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Responsibilities

You will know everything there is to know of HubSpot configuration and technical/functional capabilities

Act as the account manager, responsible for all new user setups and deactivation, including data transfers for deactivated users.

Implement Sales, Marketing and Service Processes into the HubSpot CRM.

Support Marketing's use of HubSpot, including assisting with prospecting lists as needed and helping Marketing automate processes related to campaigns.

Building and managing dashboards, layouts, reports, 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.

Work on system implementation projects including: requirements, documentation, systems configuration, test documentation/execution, issue identification and resolution.

Create detailed training session and present to management and workshops with sales and operations teams.

Maintain updated system documentation and HubSpot policies/procedures.

Help to 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.

Maintain data hygiene within the platform, implement best practices for data management and compliance.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

HubSpot administrationCustom objectsWorkflowsHubSpot Sales certificationHubSpot Marketing Software certificationService Hub certificationProject managementCRM trainingData management best practices

Required

Have 2-3 years of experience as a HubSpot administrator

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

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

Have certifications for HubSpot Sales, HubSpot Marketing Software, Service Hub

Consult and provide in depth training programs on CRM applications to end users

Company

World Insurance Associates LLC

World Insurance Associates is a unique insurance organization offering top products and services from all major carriers, combined with personal service from local professionals.

Founded in 2012

Monmouth Beach, New Jersey, USA

1,001-5,000 employees