Key Responsibilities
1. Salesforce Configuration and Optimization
Modify Salesforce configurations to meet business requirements such as making fields nonmandatory and adding new fields.
Import and update account and contact information in Salesforce ensuring data accuracy and integrity.
Implement and manage Salesforce workflows and automation to streamline sales processes.
2. HubSpot Integration and Management
Integrate Salesforce and HubSpot CRM systems on all object levels (Contacts Leads Accounts Opportunities).
Develop and maintain HubSpot workflows for data cleaning standardization and lead assignment.
Create and manage landing pages email campaigns and social media posts in HubSpot.
3. Data Management and Quality
Clean and standardize existing data in HubSpot and Salesforce.
Implement data standardization workflows to ensure newly entered data meets company standards.
Establish and maintain companywide contact policies and cookie policies to ensure compliance and data privacy.
4. Marketing Operations
Develop and execute marketing strategies to address industry pain points through webinars email campaigns and social media.
Create segment maps for email segmentation based on company contact policies and business requirements.
Generate marketing reports to measure the effectiveness of campaigns and provide insights for continuous improvement.
5. Training and Support
Conduct training sessions for team members on HubSpot functionalities and best practices.
Provide ongoing support and troubleshooting for Salesforce and HubSpot users.
6. Collaboration and Communication
Work closely with the sales marketing and legal teams to ensure alignment with business goals and compliance requirements.
Communicate regularly with stakeholders to provide updates on project progress and address any issues.