HubSpot Automation & Reporting Specialist [Remote]

Company Description

Homebuilder Ops is the #1 HubSpot partner residential home builders. Our expertise lies in enabling home builders to increase the number of homes sold each year by optimizing lead management processes, sales automation, customer experiences, and reporting frameworks.
Role Description

This full-time position will be responsible for the success of our HubSpot sales process optimization, CRM admin, HubSpot training, and marketing automation projects for homebuilder clients across the United States. This role demands super-powers in project management, business analysis, documentation, and HubSpot CRM and automation development.

You will be embedded with some of the nation’s top homebuilders to be the HubSpot business analyst, solutions architect, and client manager for their sales, marketing, and customer care teams. Day-to-day responsibilities will include managing client communication, leading meetings, and maintaining detailed project plans to workshopping requirements with clients, configuring HubSpot settings, and delivering flawless technical solutions.

Although you will be working closely with our client companies, attending their internal meetings, documenting requests, and identifying process improvement opportunities, you will also collaborate internally with the Homebuilder Ops team to develop the most scalable, long-term solutions to meet client’s specific objectives. In this role, you will then manage project plans and document the building and testing of the new solutions and changes to existing systems.

Our full-time HubSpot Automation & Reporting Specialist will use their experience leading multiple complex projects at once, implementing the HubSpot CRM architecture, business-specific automation, and managing clients’ expectations to ensure that all HubSpot optimization and implementation projects run smoothly.

You are a fit for this role if you enjoy managing large, complex projects that have a measurable impact on the people and companies we serve, while also diving deep into client business processes to ensure business-specific requirements are documented, analyzed, and addressed.

You will report directly to the Director of Client Success, but have daily interactions with the entire team, including receiving direction from the CEO.

Requirements

We hire THINKERS. If you excel at thinking through solutions, project plans, and options from every angle and scenario, we want you!
• Extraordinary attention to detail, deadlines, and the client experience.
• Seeks feedback and enjoys collaborating with others.
• Has a minimum of 1 year working for a consultancy or marketing agency.
• Has a minimum of 1 year in a developer role.
• Has a minimum of 2 years as a HubSpot CRM administrator or ops role.
• Has successfully completed multiple HubSpot CRM implementations.
• Has demonstrable experience architecting HubSpot CRM data structures and automation solutions - including custom-coded workflows.
• Has extensive experience with data models, private app integration, and APIs.
• Ability to handle and prioritize multiple clients and fast-paced tasks at once.
• Experience analyzing and solving business-specific problems with tangible results using HubSpot.
• Stays updated on HubSpot features, changes, and growth strategies.
• Can internalize our company’s program structure, deliverables, timelines, and client communication practices.
• Interest in learning HubSpot best practices and evangelizing them.
• Understanding of the HubSpot ecosystem, customer base, and Inbound mindset.
• Enjoys both autonomous work and team collaboration.
• Works quickly without sacrificing quality and accuracy.
• Strong written and verbal communication skills and able to communicate with executives effectively.

Responsibilities
• Manage long-term clients relationships, including attending their internal sales, marketing, and IT meetings.
• Manage complex client projects, including communication, timelines, deliverables, production, and adjustments.
• Take unstructured client requests, meeting notes, and internal tasks and fold them into comprehensive, accurate project plans.
• Become an expert on specific clients’ business models, data, reporting requirements, team structures, tech stacks, and business processes.
• Ensure all project deliverables are planned, thought through, completed on time, and plotted on the internal work schedule.
• Ensure all client questions are answered in a timely manner and with accurate information.
• Build business-specific automation, CRM architecture, and settings frameworks inside of HubSpot.