ATAK Interactive ยท 10 hours ago
HubSpot & Salesforce Strategist
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Responsibilities
Conduct comprehensive discovery sessions to understand client business needs, goals, and pain points
Audit existing HubSpot and Salesforce instances to identify gaps and opportunities
Develop strategic roadmaps for CRM implementation, migration, and optimization
Design and implement scalable HubSpot and Salesforce architectures tailored to client needs
Configure HubSpot Marketing, Sales, and Service Hubs and Salesforce Marketing Cloud, Sales Cloud, and Service Cloud
Oversee the setup and management of HubSpot-Salesforce integration, ensuring seamless data flow and functionality
Lead end-to-end implementation projects, including data migration, custom workflows, and automation
Create and manage custom fields, pipelines, and reporting dashboards
Ensure best practices are followed for data hygiene and CRM governance
Provide training sessions for client teams to ensure adoption and effective use of both platforms
Offer ongoing support and troubleshooting for complex CRM challenges
Work closely with internal teams, including marketing, sales, and development, to deliver cohesive solutions
Act as the main point of contact for clients, ensuring clear communication and project alignment
Qualification
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Required
Minimum of 3 years of experience in HubSpot and Salesforce, with a proven track record of successful implementations
Expertise in HubSpot Marketing Hub, Sales Hub, and Service Hub
Proficiency in Salesforce Marketing Cloud, Sales Cloud, and Service Cloud
Experience setting up and managing HubSpot-Salesforce integration, including custom mappings and workflows
Strong understanding of marketing automation, sales enablement, and customer service processes
Excellent problem-solving skills and the ability to design creative, scalable solutions
Strong communication and presentation skills with the ability to interact with technical and non-technical stakeholders
Preferred
HubSpot and Salesforce certifications are highly desirable