HubSpot CRM Specialist

As a HubSpot CRM Specialist at Guidelight Health, you'll be responsible for overseeing CRM administration, ensuring data integrity, and managing integrations between various systems. Key duties include monitoring the HubSpot account, troubleshooting workflows and reports, and providing training to users. You’ll analyze data to derive insights that drive process improvements and collaborate with cross-functional teams to enhance CRM functionality.

To be eligible for the HubSpot CRM Specialist position at Guidelight Health, you should hold a Bachelor’s degree in business, Information Technology, or a related field. You need at least 3 years of experience in a similar role and must have completed HubSpot Certifications. Proficiency in data management and CRM best practices, as well as strong analytical and communication skills, are also essential for this role.

The HubSpot CRM Specialist role at Guidelight Health is fully remote, providing you the flexibility to work from your preferred location. Our company culture fosters inclusivity and collaboration, allowing you to connect with passionate professionals dedicated to transforming mental health care. You'll work with a team-oriented approach while having the autonomy to manage your tasks and projects.

Guidelight Health prioritizes the professional growth of its employees, including HubSpot CRM Specialists, by offering training opportunities and resources. You'll have access to a wealth of information, including HubSpot knowledge base articles and training videos. Furthermore, staying updated with the latest HubSpot features will enable you to continuously enhance your skills and contribute even more effectively to the team's success.

As a HubSpot CRM Specialist at Guidelight Health, you will primarily work with HubSpot CRMs across all enterprise hubs. Additionally, experience with Microsoft 365 tools will be beneficial for your daily tasks, including data analysis and management. Your role will also involve leveraging various reporting and analytics features within HubSpot to gain critical insights that help drive operational efficiencies.

When answering this question, emphasize specific HubSpot functionalities you've utilized, including managing custom objects, creating workflows, and analyzing data for insights. Highlight any certifications you've achieved and real-world examples where your expertise led to improved processes.

To illustrate your approach to ensuring data integrity, discuss strategies such as regular data audits, validation rules, and monitoring processes for anomalies. Mention how you proactively address errors and maintain a high level of accuracy in the CRM.

Focus on a specific project where you faced obstacles, detailing the situation, your proposed solutions, and the outcome. Explain how you collaborated with various teams to align on best practices, demonstrating your project management skills and problem-solving abilities.

In your response, highlight methods you use for engaging training, such as live workshops, creating video tutorials, and developing knowledge base articles. Share how you assess user proficiency and tailor your training materials to their needs.

Explain your systematic approach to troubleshooting, including identifying the root cause of problems, checking integrations, and leveraging HubSpot support resources. Mention how you communicate findings and solutions back to users to support ongoing learning.

Provide an example where you analyzed existing workflows, identified inefficiencies, and implemented changes that improved performance. Discuss the metrics used to measure success after the optimization and the feedback received from users.

Discuss any commitments you have to ongoing education, such as taking additional HubSpot courses, attending webinars, or participating in CRM forums. Emphasize your dedication to continuously improving your skills and knowledge.

Communication is vital in this role; you'll need to relay technical information to non-technical users and collaborate with various teams. Describe how you adapt your communication style based on the audience, ensuring clarity and mutual understanding.

Identify key performance indicators such as user engagement, data accuracy, and workflow efficiency. Explain how these metrics can inform necessary process adjustments and drive improvements in overall CRM usage.

Use this opportunity to express your passion for the behavioral health sector and how your skills align with Guidelight Health's mission. Share specific aspects of the company culture and vision that resonate with you, ensuring to convey your enthusiasm for contributing to the team.