HubSpot CRM Manager
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Description
- Manage and maintain the HubSpot CRM, ensuring proper functionality, data integrity, and user adoption.
- Develop and implement automation workflows, sequences, and email campaigns to enhance customer engagement and streamline processes.
- Customize HubSpot to align with Champions Funding’s sales pipeline, marketing strategy, and loan origination processes.
- Oversee lead management, ensuring proper segmentation, tracking, and follow-up strategies.
- Collaborate with sales, marketing, and operations teams to optimize CRM workflows and improve overall efficiency.
- Generate and maintain custom reports and dashboards, providing insights on lead conversion, sales performance, and marketing ROI.
- Ensure data accuracy and compliance with mortgage industry regulations and company policies.
- Train internal teams on HubSpot best practices, system updates, and CRM utilization.
- Act as the primary HubSpot administrator, troubleshooting issues and working with HubSpot support when necessary.
- Stay updated on HubSpot features, industry trends, and best practices to continually enhance CRM effectiveness.
Requirements
- 3+ years of experience managing HubSpot CRM, preferably in the mortgage, lending, or financial services industry.
- Strong understanding of Non-QM mortgage lending, sales pipelines, and broker/borrower engagement.
- Experience in CRM automation, email marketing, lead nurturing, and sales enablement.
- Ability to analyze data and generate actionable insights to improve business outcomes.
- Proficiency in integrating HubSpot with third-party tools, APIs, and other software platforms.
- Strong organizational skills with the ability to manage multiple projects and deadlines.
- Excellent communication and problem-solving abilities, with a proactive approach to identifying and resolving challenges.
- HubSpot certifications in CRM, Marketing Hub, or Sales Hub (preferred).
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