HubSpot Administrator

Summary

Join World Insurance Associates as a HubSpot Admin and play a key role in optimizing and enhancing our HubSpot CRM platform. You will be responsible for managing user setups, implementing sales and marketing processes, building dashboards and reports, and supporting system implementation projects. This position requires a deep understanding of HubSpot functionality and strong communication skills to collaborate with various teams. The ideal candidate will be a self-motivated problem solver with 2-3 years of experience as a HubSpot administrator and relevant certifications. World Insurance Associates offers a dynamic and fast-paced work environment with opportunities for growth.

Requirements

• Have 2-3 years of experience as a HubSpot administrator
• Possess a strong understanding of the platform, with the ability to build custom objects, formula fields, workflows, custom views, and other content of intermediate complexity
• Exhibit strong skill in project creation and management including intake of tasks, prioritization and successful delivery with communication and training
• Have certifications for HubSpot Sales, HubSpot Marketing Software, Service Hub
• Consult and provide in depth training programs on CRM applications to end users

Responsibilities

• Know everything there is to know of HubSpot configuration and technical/functional capabilities
• Act as the account manager, responsible for all new user setups and deactivation, including data transfers for deactivated users
• Implement Sales, Marketing and Service Processes into the HubSpot CRM
• Support Marketing's use of HubSpot, including assisting with prospecting lists as needed and helping Marketing automate processes related to campaigns
• Building and managing dashboards, layouts, reports, process automation, and other configurable parts of the interface for end-users, and other capabilities including: Flows and Process, Workflow Rules & Approval Processes, Validation Rules, Custom Objects Configuration, Security Controls, Third-party integrations
• Work on system implementation projects including: requirements, documentation, systems configuration, test documentation/execution, issue identification and resolution
• Create detailed training session and present to management and workshops with sales and operations teams
• Maintain updated system documentation and HubSpot policies/procedures
• Help to support the day-to-day running of the business within HubSpot, which includes interacting with business users and technology partners, in support of the HubSpot CRM environment
• Maintain data hygiene within the platform, implement best practices for data management and compliance