CRM Specialist
Are you looking for a team that cares about you?
The CRM (Customer Relationship Management) Specialist will play a critical role in managing and optimizing the organization's CRM system to enhance customer relationships, streamline processes, and drive business growth. You will be responsible for responding to user requests & questions by serving as HubSpot support liaison.
The CRM Specialist will report directly to the Director of Marketing and collaborate cross-functionally with the Customer Service, IT, and Sales teams.
Job Responsibilities
- Train new users and onboard them into HubSpot.
- Host Quarterly Training with HubSpot updates that impact specific users roles.
- Create custom modules, templates, and functionalities within HubSpot CRM to enhance user experience and support specific sales and marketing processes.
- Create and manage workflows, sequences, forms, calls-to-action, etc within the HubSpot platform.
- Segment lists based on behaviors like past email engagement and website interactions (content downloads, site page visits, etc).
- Measure results and optimize workflows for these segments to convert leads into customers.
- Collaborate with Marketing, Sales, and Customer Service to identify system opportunities and strategies to implement based on results and system updates
- Work to minimize list decay
- Ensure data integrity and quality within the CRM system by implementing data validation rules, data cleansing activities, and data migration as needed.
- Contact Deduplication Maintenance.
- Workflow cleanup and administrative corrections (like spelling/capitalization).
- Build customized views, dashboards, and reports for users.
- Create and manage segmented lists, workflows, and automation processes; Manage list imports.
- Analyze CRM data to identify trends, patterns, and opportunities for improvement, and provide actionable recommendations.
- Stay up to date on training and best practices for implementation within all roles.
Job Requirements
- 4+ years within a CRM Specialist, Hubspot/Salesforce Specialist or similar role.
- Bachelor’s degree in Marketing, Business, or a related field.
- Strong analytical and problem-solving skills.
- Expertise in CRM software and related tools.
- HubSpot Training Certification preferred
- Excellent communication and interpersonal skills.
- Ability to collaborate with cross-functional teams.
- Detail-oriented with a focus on data accuracy and system integrity.
Pay: $55,000 - $70,000 based on education, experience, and skills.
Benefits:
- Develop Your Skills and Grow - We have ever-growing internal training courses and encourage you to take courses externally. We have supported or currently support our team members financially with language courses, driving lessons, degrees/masters, qualifications, and more.
- Join a Team That Really Cares - Everyone is friendly, collaborative and driven. We are a family business and we care about each other so because of this, you will always be pushed to become the best you can be.
- Annual Cost of Living Increase and Pay Reviews
- Real Work-Life Balance - 30 days vacation, incl federal holidays, per year. That's right, 30. Plus no weekends.
- and more!
- Locations
- Fort Worth, TX
About Operio Group
Launched in 2022 from the seeds of LFA Machines and Vivion Inc, Operio was conceived from the simple idea that our customers don't need a machine or an ingredient, they need to make a product.
With the addition of CCS Index Stokes, Elizabeth Tooling and Elizabeth Tablet Presses, and Scheu & Kniss we are combining over 100 years of experience and expertise in machinery and ingredients to provide our customers with the excellent support and quality they need to fulfill their goals.
We do this thanks to our team, that keeps our core values at the center of every process, every interaction, and every goal.
CRM Specialist
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