What are the responsibilities and job description for the HubSpot CRM Specialist position at Guidelight Health?
Guidelight Health is a cutting-edge behavioral healthcare company dedicated to transforming lives through high-quality PHP (Partial Hospitalization Program) and IOP (Intensive Outpatient Program) services. As a newly launched organization, we are on a mission to redefine the behavioral health industry by delivering exceptional care, utilizing state-of-the-art facilities, and prioritizing the well-being of those we serve. At Guidelight Health, we are building a team of passionate, forward-thinking professionals who are eager to be part of this exciting journey to reshape mental health care. Join us in making a lasting impact!
Description:
Title: HubSpot CRM Specialist
Reports to: Director, Business and Clinical Systems
Department/Location: Remote
FLSA Status: Exempt
Travel Requirement: Minimal
Guidelight Health provides insurance-based intermediate levels of care that are structured, transformative, personalized and accessible. Guidelight is an Equal Opportunity Employer. We're passionate about fostering an environment where everyone, irrespective of their race, gender, sexual orientation, or background, feels valued and included.
Summary:
Reporting to the Director of Business and Clinical Systems, this HubSpot CRM Specialist will oversee CRM administration, ensuring seamless integrations, data integrity, and efficient workflows. Key responsibilities include system monitoring, troubleshooting, reporting, and user training. This role will also support cross-functional teams with process improvements and data-driven insights. Strong HubSpot expertise, analytical skills, and project management experience is essential.
Responsibilities:
- Integration & General Management:
- Manage integrations between HubSpot standard objects, custom objects and other business systems, ensuring seamless data flow and functionality.
- Monitor HubSpot account daily. This includes but is not limited to the following – reporting dashboards, workflows, and sequences.
- Proactive restoration of any workflows, reports, or sequences that may (and oftentimes do) break.
- Providing system administration support, especially related to user permissions, custom objects, and workflows.
- Creating, managing, and optimizing complex workflow rules, validation rules, and approval processes.
- Creating and managing custom objects, fields, formulas, record types, page layouts, reports, and dashboards.
- Analyzing data to provide insights into the operation, effectiveness, and productivity of each team.
- Working closely with other teams to capture and identify business requirements for CRM implementation.
- Support & Training:
- Provide support and training to users across the organization, ensuring they are proficient in using the CRM system. Develop HubSpot knowledge base articles and videos for on demand training based on GL implementation.
- Creation and maintenance of training for all HubSpot tools that are specific and relevant to the Guidelight account.
- Assisting in identifying and resolving data anomalies and errors; maintaining a high level of data integrity.
- Supporting the team in daily troubleshooting, bug fixing, and end-user support.
- Documentation & Reporting:
- Documentation & maintenance of any process changes due to changes in the HubSpot product offering.
- Create and maintain dashboards and reports to provide insights into sales, marketing, customer service, finance, and operations performance.
- Business, Process Analysis, & Improvement:
- Gain deep understanding of GL processes. Be collaborative and align with stakeholders on best practices to optimize and implement as needed.
- Stay up to date with the latest HubSpot features and best practices, continuously improving the CRM system to meet evolving business needs.
- Project Management:
- Assisting with Integration efforts with other systems added to Guidelight infrastructure and supporting change management.
Required Qualifications:
- Bachelor's degree in business, Information Technology, or a related field.
- Proficiency in data management and CRM best practices.
- Excellent analytical, problem-solving skills and attention to detail.
- Experience in using M365 tools.
- Strong communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Proficient in Microsoft Excel, including the ability to manage and analyze data.
- Strong attention to detail and commitment to data accuracy.
- Completed HubSpot Certifications.
- 3 years of experience as a HubSpot Specialist or similar role.
- Strong understanding of HubSpot CRM functionalities across all the HubSpot enterprise hubs.
- Demonstrated Project Management skills and Effective Communication.
