Customer Success Manager

• Actively contribute to enhancing the efficiency of CRM operational systems and processes.
• Serve as a subject matter expert, advising senior staff on complex CRM operational issues.
• Guide junior colleagues on best practices and operational processes.
• Collaborate with Technology teams to manage system enhancements.
• Participate in strategic transformation initiatives within CRM operations.
• Identify opportunities for process optimization, automation, and scalability across the revenue lifecycle.
• Build and maintain relationships with peers across various functions to foster collaboration.

CRM Operations Manager optimizing lead-to-cash value chain at S&P Global

Senior Manager, CRM Operations

CRM Operations Manager in S&P Global's CRM Operations team, optimizing lead-to-cash value chain and enhancing efficiency through collaboration and strategic initiatives.

Onboarding Specialist

• Proactively source and recruit experienced professionals through LinkedIn Recruiter/Sales Navigator, job boards, networking groups, and industry associations
• Execute targeted outreach campaigns to engage high-level profiles, including Business Owners, Independent Consultants, Commercial Insurance Producers, Financial Advisors, CPAs, and Senior Executives
• Build, nurture, and maintain a robust, active pipeline of prospective candidates throughout the recruitment lifecycle
• Conduct initial qualification calls, thorough talent assessments, and interviews
• Evaluate candidates based on professional experience, leadership background, network strength, and their suitability for relationship-driven business development opportunities
• Coordinate multi-stage interview scheduling and manage all follow-up tracking activities
• Guide successful candidates seamlessly through the onboarding, documentation, and system activation processes
• Coordinate background checks, verify required documentation, and ensure all onboarding milestones are met on schedule
• Act as the primary point of contact to deliver an exceptional candidate experience during their onboarding journey
• Manage data integrity, candidate pipelines, and tracking notes within CRM systems (e.g., HubSpot, GoHighLevel)
• Track and update core recruiting KPIs, conversion metrics, and performance summaries
• Identify opportunities for workflow automation and pipeline efficiency enhancements

Recruiting & Onboarding Coordinator sourcing executive-level talent for Savvital

Recruiting & Onboarding Coordinator

Recruiting & Onboarding Coordinator sourcing executive-level talent for Savvital's consulting organization. Engaging clients through proactive outreach and managing the onboarding process.

• Design, build, and maintain custom dashboards and reports for different departments (Marketing, Sales, Customer Success, Leadership)
• Create role-specific views that give each team and stakeholder the metrics that matter most to them
• Continuously refine dashboards as business priorities, funnels, and KPIs evolve
• Analyze pipeline, conversion, attribution, and campaign performance data to surface trends and opportunities
• Translate raw CRM data into clear, actionable insights and recommendations for leadership and department heads
• Build and maintain reporting on lead flow, deal velocity, win rates, forecasting, and revenue attribution
• Manage the overall HubSpot instance: properties, pipelines, deal stages, lifecycle stages, lists, and data hygiene
• Configure and maintain workflows, automation, lead scoring, and routing rules
• Ensure data quality, deduplication, and consistency across all objects and teams
• Manage user permissions, teams, and access across departments
• Partner with Marketing, Sales, and Service to understand reporting needs and build solutions that fit their workflows
• Set up and manage integrations between HubSpot and other tools in the stack
• Train and support internal teams on dashboards, reports, and CRM best practices
• Standardize how data is captured, tracked, and reported across the organization
• Identify gaps, bottlenecks, and manual processes, then automate them within HubSpot
• Keep the CRM aligned with evolving GTM strategy and product growth.

HubSpot CRM Specialist turning CRM data into actionable insights for VIDIZMO

HubSpot CRM Specialist

HubSpot CRM Specialist at VIDIZMO, transforming CRM data into actionable insights across Marketing and Sales. Responsible for dashboard management, data analysis, and CRM optimization.

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Senior Manager, CRM Operations

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