CRM Specialist

About the Role

Clayton HubSpot Services is looking for a meticulous and analytical HubSpot Specialist to ensure the optimal performance and accuracy of our HubSpot platform. This position acts as the primary contact for all incoming support inquiries related to HubSpot. The Specialist will be responsible for evaluating requests, resolving issues within scope, verifying compliance with established guidelines, and directing tasks according to governance, risk, and ownership protocols. A key aspect of this role involves maintaining uniformity across client portals and safeguarding system integrity by preventing the progression of unclear, incomplete, or non-compliant work.

Essential Duties and Responsibilities

• Construct, update, and manage CRM components, including automated workflows, custom properties, sales pipelines, contact lists, web forms, performance dashboards, and system views, adhering to approved standards.
• Implement approved system modifications, enhancement requests, and routine maintenance tasks submitted through the designated intake and ticketing system.
• Provide support and maintain operations across multiple client portals, currently eight, ensuring consistency, accuracy, and adherence to established protocols.
• Diagnose and resolve system issues, identify root causes, and either fix approved in-scope problems or escalate them as necessary.
• Conduct data cleansing, import, validation, deduplication, and ongoing maintenance activities following established procedures and rules.
• Validate completed tasks to confirm accuracy, expected functionality, and compliance with defined standards prior to release or handover.
• Uphold consistency across all client portals by adhering to approved naming conventions, build methodologies, system architectures, and governance mandates.
• Document all completed work, any identified issues, and pertinent implementation details to facilitate continuity, transparency, and smooth handoffs.
• Identify requests or changes that pose a risk or necessitate governance, architectural, integration, or release approvals, and escalate them accordingly.
• Collaborate with Clayton HubSpot Services leadership and support teams to ensure the accurate and efficient execution of approved tasks.

Qualifications

• Possess strong analytical capabilities and a keen eye for detail.
• Demonstrate the ability to translate business requirements into precise specifications.
• Be comfortable operating within a structured, governed system with clearly defined parameters.
• Exhibit clear and effective written communication skills.
• Be capable of managing and prioritizing multiple projects and time-sensitive tasks concurrently in a dynamic environment.
• Show aptitude for identifying trends, discrepancies, and areas for enhancement.
• Be willing to travel within the U.S. for collaboration with colleagues, attendance at industry events, or professional development workshops.

Education and Experience

A bachelor’s degree (B. A.) from a four-year institution is preferred. Candidates should have 1-2 years of experience in business analytics, systems and user support, and data management. Prior experience within the HubSpot ecosystem is advantageous.

Computer Skills

• Proficiency with Microsoft Office 365.
• Experience with ERP software.
• Experience with CRM software.

Certificates, Licenses, Registrations

• A valid state driver’s license in good standing is required.
• Minimum state-required automobile insurance coverage must be maintained.

Additional Information

This role is part of the Mungo Homes business unit.