Homebuilder Ops · 1 month ago
HubSpot Automation & Reporting Specialist [Remote]
United States
Full-time
Remote
Entry, Mid Level
$70K/yr - $80K/yr
2+ years expHomebuilder Ops is a company focused on optimizing sales processes for homebuilders, and they are seeking a HubSpot Automation & Reporting Specialist. This role involves managing complex client projects, providing HubSpot training, and ensuring successful CRM implementations to enhance client relationships and deliver tailored solutions.
Responsibilities
Manage long-term clients relationships, including attending their internal sales, marketing, and IT meetings
Manage complex client projects, including communication, timelines, deliverables, production, and adjustments
Take unstructured client requests, meeting notes, and internal tasks and fold them into comprehensive, accurate project plans
Become an expert on specific clients’ business models, data, reporting requirements, team structures, tech stacks, and business processes
Ensure all project deliverables are planned, thought through, completed on time, and plotted on the internal work schedule
Ensure all client questions are answered in a timely manner and with accurate information
Build business-specific automation, CRM architecture, and settings frameworks inside of HubSpot
Provide proactive client communication to increase clarity and client confidence
Collaborate with internal teams to expand and fully document the tasks needed to deliver projects
Lead meetings with clients to gather requirements, receive clarification, and update them on Project statuses
Train client teams on business-specific processes and tools inside of HubSpot
Write documentation for client sales, marketing, and customer success teams
Build business-specific automation, CRM architecture, and settings schemes inside of HubSpot
Maintain project and deliverable timelines, roadmaps, and sprint plans
Evaluate client requirements to lead internal architecture discussions and identify additional information we need from the client to prepare CRM rollout and change management plans
Convey the health of client relationships to other members of the Homebuilder Ops team and develop proactive recommendations for delighting clients
Produce client-facing slides and diagrams documenting the clients’ existing processes as well as proposed CRM architecture, processes, and adoption plans
Qualification
Required
Extraordinary attention to detail, deadlines, and the client experience
Seeks feedback and enjoys collaborating with others
Has a minimum of 1 year working for a consultancy or marketing agency
Has a minimum of 1 year in a developer role
Has a minimum of 2 years as a HubSpot CRM administrator or ops role
Has successfully completed multiple HubSpot CRM implementations
Has demonstrable experience architecting HubSpot CRM data structures and automation solutions - including custom-coded workflows
Has extensive experience with data models, private app integration, and APIs
Ability to handle and prioritize multiple clients and fast-paced tasks at once
Experience analyzing and solving business-specific problems with tangible results using HubSpot
Stays updated on HubSpot features, changes, and growth strategies
Can internalize our company's program structure, deliverables, timelines, and client communication practices
Interest in learning HubSpot best practices and evangelizing them
Understanding of the HubSpot ecosystem, customer base, and Inbound mindset
Enjoys both autonomous work and team collaboration
Works quickly without sacrificing quality and accuracy
Strong written and verbal communication skills and able to communicate with executives effectively
Benefits
401(k) matching
Dental insurance
Health insurance
Vision insurance
Company
Homebuilder Ops
Homebuilder Ops is the leading HubSpot CRM and sales consulting partner for homebuilders.
Founded in 2023
11-50 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase