Onboarding Specialist

Company Overview

Set 2 Close is a premier Revenue Consulting company, specializing in optimizing CRM solutions to enhance customer lifecycle management and revenue operations. We integrate platforms like HubSpot and Salesforce to improve lead nurturing, marketing automation, sales enablement, and customer success initiatives. Our tailored solutions empower companies to scale efficiently.

Position Overview

The HubSpot Onboarding Specialist will lead clients through the implementation and configuration of HubSpot, ensuring a seamless transition and long-term success. You’ll manage the onboarding lifecycle, from discovery and setup to training and integration support, acting as a project manager and technical consultant.

Key Responsibilities

Client Onboarding & Implementation:

• Project Management: Manage the onboarding lifecycle, ensuring milestones are met from kickoff to handoff.
• Discovery Sessions: Conduct calls to understand client goals and systems for tailored HubSpot implementation.
• HubSpot Configuration: Customize CRM, Marketing Hub, Sales Hub, and Service Hub to align with client processes.
• Tasks include building custom properties, designing automation workflows, and configuring integrations.
• Data Migration: Lead migration of data from legacy systems, ensuring accuracy and system integrity.
• Third-Party Integrations: Implement integrations, ensuring seamless data flow between HubSpot and other systems.
• Metrics for Success:
• 100% completion of discovery sessions within two weeks.
• 95% data migration accuracy.
• 90% completion of onboarding projects within 4-6 weeks.

Client Training & Enablement:

• Customized Training: Develop and deliver tailored training on HubSpot features for clients.
• Training areas include CRM best practices, marketing automation, and sales enablement tools.
• Knowledge Resources: Create training documentation, video tutorials, and guides for clients.
• Hands-On Support: Provide ongoing support during onboarding, troubleshooting, and feature recommendations.
• Metrics for Success:
• 4.5/5 satisfaction score on training sessions.
• 80% of clients complete training with confidence in managing HubSpot independently.

Client Success & Relationship Management:

• Relationship Building: Serve as the main point of contact during onboarding, building a positive client relationship.
• Proactive Support: Address client concerns early to ensure successful onboarding.
• Transition: Smoothly transition clients to the support team, ensuring all milestones are documented.
• Follow-Up: Conduct post-onboarding assessments to confirm all objectives are met.
• Metrics for Success:
• 95% client retention rate post-onboarding.
• Zero escalations within the first 30 days after onboarding.

Internal Collaboration & Continuous Improvement:

• Cross-Functional Collaboration: Work with sales, product development, and customer success teams to align on client needs.
• Process Optimization: Continuously review and improve onboarding processes.
• Knowledge Sharing: Provide internal training on HubSpot to enhance team capabilities.
• Platform Updates: Stay up-to-date with HubSpot’s latest features and provide cutting-edge solutions to clients.
• Metrics for Success:
• 10% reduction in onboarding process times over a year.

Qualifications & Skills

Required:

• 2+ years in a client-facing role with hands-on HubSpot experience.
• Strong understanding of HubSpot’s CRM, Marketing Hub, Sales Hub, and Service Hub.
• Experience with data migration and integration projects.
• Strong project management and technical skills.
• Excellent communication skills.

Preferred:

• HubSpot Solutions Partner or similar certifications.
• Experience with other CRMs (e.g., Salesforce) and marketing automation tools.
• Knowledge of API integrations and custom workflows.

Key Attributes

• Problem Solver
• Client-Centric
• Proactive Communicator
• Adaptable
• Team Player

Why Set 2 Close?

• Be part of a dynamic team partnering with industry-leading clients.
• Opportunities for personal and professional growth.
• Work remotely with flexible hours.
• Competitive compensation and performance bonuses.