with Shopify;Shopify Plus preferred Experience with Klaviyo and HubSpot Experience with media buying on Meta, Google, TikTok...
and agency management or CRM systems Experience with HubSpot or similar CRM platforms is a plus Preferred Traits Client...
in both written and spoken English Proficiency with CRM tools, preferably Salesforce and Hubspot Proficiency with social media...
with social media and marketing tools such as HubSpot, Claude, UTM managers, and social listening/scheduling software. BENEFITS...
Systematically qualify, build, and manage an accurate sales process within HubSpot (our CRM platform) Consistently practice data... hygiene within HubSpot which includes clearing tasks, creating new tasks when needed, and documenting detailed notes...
marketing automation platforms such as HubSpot or Marketo. Familiarity with Apex or other programmatic Salesforce solutions...
and in good order. Data Integrity: Maintain precise, up-to-date client records within our tech stack (HubSpot, RightCapital... required. Tech Savvy: Familiarity with Charles Schwab/Fidelity platforms. Experience with HubSpot and RightCapital is a major...
and thought-leadership cadence, and HubSpot operating as the core CRM and source of truth. This is not a build-from-scratch... — all running off a shared brand and the HubSpot CRM. Reporting to the Head of Strategy and partnering closely with the firm...
like Salesforce or HubSpot. Collect and analyze participant progress data to inform decision-making and continuous improvement...
, Dynamics, HubSpot, Salesloft, Outreach, Demandbase, DemandFarm, or similar platforms Why This Role Is Different...