CRM Automation Specialist
Skills
Computer ScienceBase PayManagementData AnalyticsEducation/TrainingEmployee Assistance ProgramsManagement Information Systems
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 3+ years of hands-on experience building complex HubSpot workflows in a Marketing Sales or Revenue Operations environment
- HubSpot certifications and Academy courses taken in Workflows
- Bachelor's degree in a relevant field such as Marketing Business Administration MIS Business Analytics Computer Science or related
- Deep understanding of CRM infrastructure and HubSpot standard and custom objects inside workflows
- Expert proficiency in HubSpot Workflows including object-based automations webhooks custom code actions branching logic and cross-object property syncing
- Strong knowledge of HubSpot ticket pipelines deal pipelines and lifecycle stage automation
- Ability to execute accurately against written specifications and recommend workflow improvements
- Strong attention to detail with naming conventions folder structure enrollment criteria and downstream impact
- Comfort working through a high-volume request queue with shifting priorities
- Clear written communication for documentation and ticket or request updates
Nice to have
- Detail-oriented
- Process-minded
- Collaborative
- Analytical
- Organized
Day to day
- Build and maintain complex HubSpot workflows that automate carrier and partner operations across multiple branches and dependencies.
- Execute Sales Support and Account Management automations such as notifications task creation property updates list management ticket routing deal automation and lifecycle transitions.
- Monitor troubleshoot and optimize workflow performance while documenting changes maintaining governance standards and improving the overall automation library.