Remote Operations Specialist CRM Admin

Summary

The Operations Specialist at ECP will manage the CRM system (HubSpot), work cross-functionally with different teams, optimize revenue operations, develop reporting, and stay updated on industry trends. The role requires a Bachelor's degree in business, marketing, data science, computer science or a related field, 1+ years of experience as a CRM power user or admin, and strong analytical, project management, communication, and Microsoft Office skills.

Requirements

• Bachelor's degree in business, marketing, data science, computer science, or a related field
• 1+ years of experience with a CRM as a power user or admin
• Strong analytical and problem-solving skills, with experience using data and analytics to improve performance
• Strong project management skills, with the ability to prioritize and manage multiple tasks and projects
• Flexibility and adaptability to change
• Excellent communication and collaboration skills, with the ability to work effectively with a team
• Knowledge of the sales process and the company's target audience and goals
• Ability to conduct market and customer research to identify opportunities for growth
• Strong Microsoft Office skills

Responsibilities

• Act as HubSpot admin for our organization
• Support and create workflows, custom objects, custom properties, forms, web pages, landing pages and blog pages, pipelines, integrations, etc., to meet our business's needs
• Work cross-functionally with customer success, sales, business operations, finance, product, marketing teams, and other stakeholders, to identify and implement process improvements, share insights, and centralize information
• Manage and optimize the revenue operations process, from lead generation to customer acquisition and retention
• Deeply understand business problems and create the right solution to those problems. Be a thought partner, and execute on the solutions
• Ensure quality of data across systems. Make sure that we're getting good data and making good decisions
• Develop reporting to help our business leaders make informed decisions with improved visibility
• Identify opportunities to drive revenue, such as go-to-market strategies, tactics to streamline the customer lifecycle, and potential sales process improvements
• Use data and analytics to measure and improve performance, including tracking key metrics such as lead conversion, customer health, and retention rates
• Oversee systems and data administration and recommend tools to improve data quality, analysis, and reporting
• Manage dashboards and build revenue forecasts so teams can easily understand business health and meet goals

Preferred Qualifications

1-2 years of experience in revenue operations, consulting, banking, a tech start-up environment, or a related field is preferred