Senior Manager, Customer Success
insightsoftware
Cloud
CRM Specialist
Veracity Insurance Solutions, LLC
full-time
Posted on:
Location Type: Remote
Location: Remote • Arizona, Colorado, Florida, Idaho, Illinois, Kansas, Nevada, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Utah, Virginia • 🇺🇸 United States
Visit company websiteSalary
💰 $60,000 - $75,000 per year
Job Level
Mid-LevelSenior
Tech Stack
ERP
About the role
- Support ongoing data hygiene, including de-duplication, normalization, and historical data cleanup
- Monitor and maintain data accuracy across HubSpot and integrated systems
- Identify data inconsistencies, recommend solutions, and execute fixes in partnership with the CRM Administrator
- Assist in designing, testing, and deploying workflows and automations to streamline sales, marketing, and service processes
- Help build AI-driven efficiencies in HubSpot, including predictive analytics, engagement tools, and process optimization
- Document and maintain workflow logic to ensure clarity, transparency, and scalability
- Provide day-to-day user support by troubleshooting and resolving issues within HubSpot
- Collaborate with teams to gather requirements and translate them into CRM enhancements
- Assist with role-based permissions, property management, and object configuration under the guidance of the CRM Administrator
- Partner with the CRM Administrator to understand HubSpot’s integration with other business systems (e.g., ERP, marketing automation tools, customer support platforms)
- Help test, monitor, and maintain integrations to ensure reliable and consistent data flow
- Identify and escalate cross-platform issues or risks that could impact business processes
Requirements
- Bachelor’s degree in Business, Marketing, Information Systems, or a related field, or equivalent experience
- 1–3 years of hands-on experience with HubSpot CRM or a comparable system
- Strong attention to detail with proven ability to manage and maintain large datasets
- Excellent analytical and problem-solving skills, with the ability to identify trends, troubleshoot issues, and propose efficient solutions
- Strong organizational and communication skills, with the ability to collaborate effectively across technical and non-technical stakeholders
- Ability to see the big picture and understand how system changes impact broader business processes and integrations
- Experience with HubSpot AI tools and advanced capabilities
- Experience with system integrations (e.g., Zapier, APIs, or native connectors) preferred
- HubSpot certifications (e.g., Marketing Software, Sales Software, Operations Software) preferred
- Commitment to continuous learning, staying updated on HubSpot features, updates, and best practices
Benefits
- Health, dental, and vision plans
- Amazing work-life balance with 4 weeks of Paid Time Off
- 10 Paid Company Holidays with 2 floating holidays
- 401K Programs with employer match
- Personal assistance programs for support in a healthy personal and work life
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data hygienede-duplicationnormalizationhistorical data cleanupdata accuracyworkflow designpredictive analyticsdata integrationsystem integrationsHubSpot AI tools
Soft skills
attention to detailanalytical skillsproblem-solvingorganizational skillscommunication skillscollaborationbig picture thinkingtroubleshootingrequirements gatheringprocess optimization
Certifications
HubSpot Marketing SoftwareHubSpot Sales SoftwareHubSpot Operations Software
