CRM Admin Consultant - HubSpot

Auxo SolutionsNew York, NY
7dRemote

About The Position

We are looking for a Temp Consultant for approximately 4 weeks to work alongside Auxo project delivery teams for an external client in Insurance. The work will focus on auditing the clients' CRM & recommending and supporting best practices, such as automation optimizations and workflows and additional configuration.

Requirements

  • A Bachelors' Degree in a related field and at least 5 years' experience working in CRM optimization, specifically Hubspot; Hubspot certifications are a plus.
  • Ability to transform customer insights, data inputs, and business requirements into actionable CRM strategies and recommendations.
  • Ability to collaborate with cross-functional teams to ensure CRM strategies are feasible, aligned, and supported by current technology capabilities.
  • Ability to support client discussions and working sessions by clearly communicating CRM considerations, dependencies, and rationale behind recommendations.
  • Experience with Agile project management methodologies and tools
  • Must be able to work Monday - Friday and pass thorough background checks, including physical location verifications.
  • Must be legally authorized to work in the US at time of application.

Nice To Haves

  • Hubspot certifications are a plus.

Responsibilities

  • Review current automation, workflows, and lifecycle coverage within HubSpot
  • Identify gaps, redundancies, and optimization opportunities
  • Perform cleanup and optimization of existing automation
  • Implement additional workflows and configurations identified during discovery
  • Build and manage automated workflows and nurture sequences (drip campaigns, behavior-based journeys)
  • Partner with the team to align lifecycle campaigns to business objectives
  • Support integrations and custom automation across marketing and sales systems, as needed
  • Ensure data integrity, accurate audience targeting, and compliance with platform and enterprise standards
  • Provide ongoing maintenance and support as needed, potentially on a per-diem basis
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