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Implementation Expert

3 - 7 years

0 Lacs

delhi

Posted:4 days ago| Platform: Shine logo

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Skills Required

automation reporting lead scoring forms campaigns forecasting docusign dashboards reports training documentation hubspot specialist crm setup workflows integrations emails sales pipelines sequences tasks customer success pipelines ticketing workflows legal workflows contract tracking

Work Mode

On-site

Job Type

Full Time

Job Description

We are seeking an experienced HubSpot specialist to enhance and streamline HubSpot operations within various departments of a global B2B SaaS company in the RegTech sector. The ideal candidate should possess prior experience in implementing HubSpot for B2B SaaS companies, showcasing proficiency in CRM setup, automation, workflows, integrations, and reporting. Key Responsibilities: - Complete CRM setup including contacts, companies, deals, pipelines, and properties - Customize Marketing Hub by setting up lead scoring, forms, emails, campaigns, and tracking - Configure Sales Hub with pipelines, sequences, tasks, forecasting, and automation - Develop workflows for the outbound team, follow-ups, and lead rotation - Establish Customer Success pipelines and ticketing workflows - Integrate legal workflows such as contract tracking, reminders, and tools like DocuSign - Implement cross-team automation and handoffs between Marketing, Sales, Legal, and Customer Success - Generate dashboards and reports to monitor performance effectively - Conduct internal training sessions and document workflows for future reference Requirements: - Demonstrated expertise in HubSpot implementation for B2B SaaS companies - Sound knowledge of CRM systems, sales funnels, and marketing automation - Experience in managing cross-functional workflows encompassing sales, marketing, customer success, and legal departments,

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