Lead Love · 5 hours ago

Senior CRM Consultant

United States

Contract

Remote

Senior Level

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Responsibilities

Collaborate closely with the Founder to manage client relationships and surface opportunities for expansion.

Meet regularly with clients to provide status updates and help them get the most out of HubSpot.

Review open tasks (ClickUp) to prepare status updates and keep a pulse on projects in progress.

Develop a nuanced understanding of each client’s business within the first 3 - 4 months to become a trusted advisor.

Recommend solutions and create action plans for the team to deliver against.

Plan flawless end-to-end lifecycle tracking (lifecycle stages, lead stages, deal stages, scoring models).

Collaborate with clients to align people and processes behind cross-functional CRM strategies.

Proactively analyze data in HubSpot to identify opportunities for CRM program success and improvement.

Simplify complex information into clear, actionable insights and share reports for proactive planning.

Use whiteboarding tools like Miro to visualize business processes and data flows.

Ensure CRM data is clean, structured, and scalable for accurate reporting and effective decision-making.

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.

CRM implementationData migrationsSystems integrationsEnd-to-end lifecycle trackingB2B industry experienceEmerging technologiesData analysisOwnership mentalityCalm under pressureStrategic thinking

Required

Extensive CRM implementation experience: includes data migrations, systems integrations, end-to-end lifecycle tracking, and supporting cross-functional teams.

Value-driven: You’re mindful to provide value in every interaction. Using empathy and critical thinking, you’ll find the opportunity to help in every circumstance.

Data-centric: You have a proven track record of establishing reliable, accurate data, and using it to drive meaningful business impacts.

Keen understanding of the 'why': With the mindset of an advisor, not an order taker, you’ll read between the lines to understand the desired business impacts of work requests and ensure they are aligned.

B2B Industry Experience: Familiarity with CRM best practices for a variety of industries, including B2B SaaS, Professional Services, and Events.

Emerging Technologies: Track record of learning about emerging technologies, and assimilating new tools to improve existing workflows.

Ownership Mentality: You take full responsibility for your work, embracing both successes and mistakes without deflecting or blaming others. You proactively seek solutions, and ask for support when necessary - ensuring the best outcomes for clients and the team.

Calm and Strategic Under Pressure: You shine in high-stakes moments, maintaining focus and steadiness while navigating complex challenges. You’re trusted to guide critical projects to success, balancing immediate demands with long-term goals.