- Configure, maintain, and continuously optimize HubSpot workflows, pipelines, properties, automations, and views.
- Audit existing CRM environments to identify opportunities for improved structure, usability, and performance.
- Support CRM setup and deployment for new client accounts, including integrating dialers, scheduling platforms, and reporting tools.
- Maintain strong data integrity by establishing standards and auditing usage for consistency.
- Create and maintain CRM documentation, SOPs, workflows, and process guides to support sales adoption.
- Partner with RevOps and sales leadership to address bottlenecks, support reporting, and improve revenue infrastructure.
HubSpot