Revenue Operations Lead, CRM

Posted 24 days agoViewed

📍 Location: AL, AR, AZ, CA (exempt only), CO, CT, FL, GA, ID, IL, IN, IA, KS, KY, MA, ME, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VT, VA, WA, and WI

🔍 Industry: Insurance

🏢 Company: Kin Insurance

🗣️ Languages: English

🪄 Skills: SQLBusiness IntelligenceSalesforceProduct OperationsCustomer serviceTrainingCross-functional collaborationSales experienceData visualizationCRMData analytics

Requirements:

Experience as a CRM administrator or operator in a high-volume B2C environment
Deep comfort with HubSpot’s SalesHub, ServiceHub, and MarketingHub
Expert at building workflows and automations

Responsibilities:

Developing and launching new workflows and automations to improve sales effectiveness and service quality
Creating and maintaining dashboards and reports to track CRM usage and business performance
Managing HubSpot user accounts, permissions, and security settings
Troubleshooting CRM issues like ticket routing or workflow errors across multiple departments
Conducting training sessions and building documentation for new CRM users
Collaborating with teams across Sales, Customer Service, Underwriting, Product, and Revenue Operations to identify and deliver new CRM features or integrations

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