HubSpot CRM Specialist / Client Success Manager [Remote]

Homebuilder Ops; United States; On-site; USD 70,000 - 90,000; Full time

Job summary

Homebuilder Ops is seeking a HubSpot Automation & Reporting Specialist to oversee HubSpot sales optimization and projects for homebuilder clients across the United States. This full-time role requires expertise in project management, CRM administration, and building automation solutions in HubSpot. Responsibilities include managing client communications, leading meetings, and ensuring projects exceed client expectations. Ideal candidates will have relevant experience and strong analytical skills to support client success and operational excellence.

Qualifications

• Minimum of 1 year working for a consultancy or marketing agency or 2 years as a HubSpot CRM administrator.
• Experience architecting HubSpot CRM data structures and automation solutions.
• Strong written and verbal communication skills for effective interaction with executives.

Responsibilities

• Manage long-term client relationships attending internal meetings.
• Ensure all client questions are answered timely and accurately.
• Train client teams on processes and tools inside HubSpot.

Skills

Attention to detail

Project management

Communication skills

HubSpot CRM architecture

Analytical skills

Education

Experience in consultancy or marketing agency

Experience as HubSpot CRM administrator

Tools

HubSpot

Job description

Must Be Based in the United States to Apply

Company Description

Homebuilder Ops is the #1 HubSpot partner residential home builders. Our expertise lies in enabling home builders to increase the number of homes sold each year by optimizing lead management processes, sales automation, customer experiences, and reporting frameworks.

Role Description

This full-time position will be responsible for the success of our HubSpot sales process optimization, CRM admin, HubSpot training, and marketing automation projects for homebuilder clients across the United States. This role demands super-powers in project management, business analysis, documentation, and HubSpot CRM and automation development.

You will be embedded with some of the nation’s top homebuilders to be the HubSpot business analyst, solutions architect, and client manager for their sales, marketing, and customer care teams. Day-to-day responsibilities will include managing client communication, leading meetings, and maintaining detailed project plans to workshopping requirements with clients, configuring HubSpot settings, and delivering flawless technical solutions.

Although you will be working closely with our client companies, attending their internal meetings, documenting requests, and identifying process improvement opportunities, you will also collaborate internally with the Homebuilder Ops team to develop the most scalable, long-term solutions to meet client’s specific objectives. In this role, you will then manage project plans and document the building and testing of the new solutions and changes to existing systems.

Our full-time HubSpot Automation & Reporting Specialist will use their experience leading multiple complex projects at once, implementing the HubSpot CRM architecture, business-specific automation, and managing clients’ expectations to ensure that all HubSpot optimization and implementation projects run smoothly.

You are a fit for this role if you enjoy managing large, complex projects that have a measurable impact on the people and companies we serve, while also diving deep into client business processes to ensure business-specific requirements are documented, analyzed, and addressed.

You will report directly to the Director of Client Success, but have daily interactions with the entire team, including receiving direction from the CEO.

Requirements

We hire THINKERS. If you excel at thinking through solutions, project plans, and options from every angle and scenario, we want you!

• Extraordinary attention to detail, deadlines, and the client experience.
• Ability to handle and prioritize multiple clients and fast-paced tasks at once.
• Seeks feedback and enjoys collaborating with others.
• Has a minimum of 1 year working for a consultancy or marketing agency OR has a minimum of 2 years as a HubSpot CRM administrator or ops role.
• Has demonstrable experience architecting HubSpot CRM data structures and automation solutions.
• Must be able to define technical requirements for developers.
• Experience analyzing and solving business-specific problems with tangible results using HubSpot.
• Stays updated on HubSpot features, changes, and growth strategies.
• 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.

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.

Results

• Ensure that Homebuilder Ops exceeds clients’ expectations.
• Deliver technical business-specific sales, marketing, and CRM automation and reporting to clients.
• Be the lead project manager, client manager, documenter, or business analyst, so that others on the team can focus on their responsibilities.
• Ensure no task, request, or change in requirement falls through the cracks.
• Instill client trust in yourself and in Homebuilder Ops.
• Retain clients and expand the impact that Homebuilder Ops has on their company.
• Make clients want to recommend Homebuilder Ops for both the results we deliver and our methodologies, communication, and organization.