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Company Overview
Set 2 Close is a premier Revenue Consulting company and HubSpot Diamond Partner, specializing in optimizing CRM solutions to enhance customer lifecycle management and revenue operations. We integrate platforms like HubSpot and Salesforce to improve lead nurturing, marketing automation, sales enablement, and customer success initiatives. Our tailored solutions empower companies to scale efficiently.
Position Overview
The HubSpot Onboarding Specialist will lead clients through the implementation and configuration of HubSpot, ensuring a seamless transition and long-term success. You’ll manage the onboarding lifecycle, from discovery and setup to training and integration support, acting as a project manager and technical consultant.
Key Responsibilities
Client Onboarding & Implementation :
- Project Management : Manage the onboarding lifecycle, ensuring milestones are met from kickoff to handoff.
- Discovery Sessions : Conduct calls to understand client goals and systems for tailored HubSpot implementation.
- HubSpot Configuration : Customize CRM, Marketing Hub, Sales Hub, and Service Hub to align with client processes.
- Tasks include building custom properties, designing automation workflows, and configuring integrations.
- Data Migration : Lead migration of data from legacy systems, ensuring accuracy and system integrity.
- Third-Party Integrations : Implement integrations, ensuring seamless data flow between HubSpot and other systems.
- Metrics for Success :
- 100% completion of discovery sessions within two weeks.
- 95% data migration accuracy.
- 90% completion of onboarding projects within 4-6 weeks.
Client Training & Enablement :
Client Success & Relationship Management :
Internal Collaboration & Continuous Improvement :
Qualifications & Skills
Required :
Preferred :
Key Attributes
Why Set 2 Close?
This job is supported by the Government of Canada Via the “Digital Skills for Youth Program.”