Junior Delivery & Client Success Specialist

1-2 years configuring and customizing HubSpot CRM (Sales Hub & Service Hub) Comfortable building complex automation workflows, lists, and reports Exceptional verbal and written communication skills Experience running webinars or training sessions Strong relationship-building skills Bachelor’s degree in Business, IT, Healthcare Administration, or related field (or equivalent experience) Familiarity with SaaS platforms, APIs Basic SQL or spreadsheet-based data manipulation Organized, detail-oriented, and able to drive multiple client projects Proficiency with project-management tools (e.g., Asana, Trello, Monday.com) Experience in healthcare, wellness, or longevity industries (preferred) HubSpot Certification(s) (preferred) Exposure to virtual care platforms or EHR integrations (preferred) Basic understanding of digital marketing concepts (preferred)

Lead virtual kickoff sessions and training workshops Develop clear implementation plans and timelines Customize HubSpot CRM, Sales Hub, and Service Hub Build and optimize pipelines, deal stages, custom properties, lists, and reporting dashboards Serve as the primary point of contact for client inquiries Monitor client health metrics and drive interventions Work with Coaching, Technology, and Marketing teams Escalate technical or clinical challenges Collect and synthesize client feedback Document best practices