[Remote] HubSpot Automation & Reporting Specialist [Remote]
Note: The job is a remote job and is open to candidates in USA. Homebuilder Ops is the #1 HubSpot partner for residential home builders, focused on optimizing lead management processes and enhancing customer experiences. The HubSpot Automation & Reporting Specialist will be responsible for managing client relationships, leading project management efforts, and implementing HubSpot CRM solutions for homebuilder clients across the United States.
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
• Provide proactive client communication to increase clarity and client confidence
• Collaborate with internal teams to expand and fully document the tasks needed to deliver projects
• Lead meetings with clients to gather requirements, receive clarification, and update them on Project statuses
• Train client teams on business-specific processes and tools inside of HubSpot
• Write documentation for client sales, marketing, and customer success teams
• Build business-specific automation, CRM architecture, and settings schemes inside of HubSpot
• Maintain project and deliverable timelines, roadmaps, and sprint plans
• Evaluate client requirements to lead internal architecture discussions and identify additional information we need from the client to prepare CRM rollout and change management plans
• Convey the health of client relationships to other members of the Homebuilder Ops team and develop proactive recommendations for delighting clients
• Produce client-facing slides and diagrams documenting the clients’ existing processes as well as proposed CRM architecture, processes, and adoption plans
Skills
• 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
Benefits
• 401(k) matching
• Dental insurance
• Health insurance
• Vision insurance
Company Overview
• Homebuilder Ops is the leading HubSpot CRM and sales consulting partner for homebuilders. It was founded in 2023, and is headquartered in , with a workforce of 11-50 employees. Its website is .
Apply Now
Apply Now
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
• Provide proactive client communication to increase clarity and client confidence
• Collaborate with internal teams to expand and fully document the tasks needed to deliver projects
• Lead meetings with clients to gather requirements, receive clarification, and update them on Project statuses
• Train client teams on business-specific processes and tools inside of HubSpot
• Write documentation for client sales, marketing, and customer success teams
• Build business-specific automation, CRM architecture, and settings schemes inside of HubSpot
• Maintain project and deliverable timelines, roadmaps, and sprint plans
• Evaluate client requirements to lead internal architecture discussions and identify additional information we need from the client to prepare CRM rollout and change management plans
• Convey the health of client relationships to other members of the Homebuilder Ops team and develop proactive recommendations for delighting clients
• Produce client-facing slides and diagrams documenting the clients’ existing processes as well as proposed CRM architecture, processes, and adoption plans
Skills
• 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
Benefits
• 401(k) matching
• Dental insurance
• Health insurance
• Vision insurance
Company Overview
• Homebuilder Ops is the leading HubSpot CRM and sales consulting partner for homebuilders. It was founded in 2023, and is headquartered in , with a workforce of 11-50 employees. Its website is .
Apply Now
Apply Now