The CRM Operations Specialist owns the execution of foundational HubSpot CRM work to support client onboarding and optimization goals. You’ll keep HubSpot organized, accurate, and driving client results, ensuring work is delivered on time and results in a positive client experience.
This role is ideal for someone who enjoys being hands-on in HubSpot, takes pride in delivering high-quality work, and has excellent communication skills. You’ll be responsible for translating client requests into action. The right person is proactive, reliably checks their own work, and consistently follows through.
Responsibilities
Execute HubSpot admin tasks across onboarding and ongoing client work, including views, lists, pipelines, basic reports, emails, newsletters, and settings.
Track action items during client meetings and translate them into clear, assigned tasks within 24 hours.
Respond to client emails related to HubSpot admin work and close the loop once tasks are completed.
Use checklists and documentation to complete work independently and flag when requests move into more complex or strategic territory.
Review and validate your own work before delivery to ensure accuracy, completeness, and client readiness.
Document repeatable HubSpot admin processes so work can scale cleanly over time.
Collaborate closely with the team to ensure smooth handoffs and consistent client experience.
Qualifications
Hands-on experience executing HubSpot admin and CRM operations work in Enterprise environments.
Strong HubSpot fundamentals and genuine enthusiasm for learning the platform.
Strong, professional communication skills and comfort interfacing with clients.
Strong attention to detail, and even stronger discipline of self-QA before delivering work.
Skilled in Google Sheets and Excel.
At least one active HubSpot certification.
Comfortable working independently in a small team with high ownership expectations.
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Responsibilities
Execute HubSpot admin tasks across onboarding and ongoing client work, including views, lists, pipelines, basic reports, emails, newsletters, and settings.
Track action items during client meetings and translate them into clear, assigned tasks within 24 hours.
Respond to client emails related to HubSpot admin work and close the loop once tasks are completed.
Use checklists and documentation to complete work independently and flag when requests move into more complex or strategic territory.
Review and validate your own work before delivery to ensure accuracy, completeness, and client readiness.
Document repeatable HubSpot admin processes so work can scale cleanly over time.
Collaborate closely with the team to ensure smooth handoffs and consistent client experience.
Qualifications
Hands-on experience executing HubSpot admin and CRM operations work in Enterprise environments.
Strong HubSpot fundamentals and genuine enthusiasm for learning the platform.
Strong, professional communication skills and comfort interfacing with clients.
Strong attention to detail, and even stronger discipline of self-QA before delivering work.
Skilled in Google Sheets and Excel.
At least one active HubSpot certification.
Comfortable working independently in a small team with high ownership expectations.
#J-18808-Ljbffr