Implementation Specialist

• Configure Zuper and HubSpot based on business requirements, including fields, workflows, automations, and dashboards.
• Support testing, UAT, and go-live activities for new processes or integrations.
• Support integrations between Zuper, HubSpot, and other platforms to keep data consistent and accurate.
• Document integration logic and field mappings for clear future maintainability.
• Assist in mapping and improving operational workflows such as scheduling, call-to-cash, preventative maintenance, and service delivery.
• Ensure processes are clearly documented with diagrams, checklists, and written procedures.
• Support data migration efforts including extraction, cleansing, mapping, and validation of customer, asset, and service data.
• Deliver training to office staff and field teams on how to use the systems effectively.
• Create simple playbooks and guides to help users adopt new features.
• Work closely with leadership and operational teams to understand requirements and help prioritize system enhancements.
• Monitor system performance and recommend improvements.

CRM and FSM Implementation Specialist

Data Implementation Specialist