HubSpot CRM Manager

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