About the Role
We are seeking a HubSpot Onboarding Specialist to support new clients in successfully implementing and adopting HubSpot. This role combines customer onboarding, project coordination, CRM configuration, and client success to ensure customers maximize the value of their HubSpot investment.
The ideal candidate has experience in HubSpot, customer success, account management, onboarding, digital marketing, or CRM implementation and is passionate about helping clients achieve their business goals.
Key Responsibilities
- Lead onboarding and implementation projects for new HubSpot clients.
- Configure HubSpot portals, including CRM setup, pipelines, workflows, forms, email templates, and reporting dashboards.
- Conduct onboarding sessions, training, and product demonstrations for clients.
- Understand client business processes and recommend best practices within HubSpot.
- Support the migration of data and system setup requirements.
- Collaborate with internal teams to ensure successful project delivery.
- Monitor onboarding progress and ensure project milestones are achieved.
- Provide consultative support to improve CRM adoption and operational efficiency.
- Build strong client relationships and ensure a positive onboarding experience.
- Identify opportunities for account growth and additional HubSpot services.
What We're Looking For
- Experience with HubSpot CRM, implementation, onboarding, or customer success.
- Strong understanding of sales, marketing, and customer service processes.
- Experience configuring workflows, pipelines, forms, dashboards, and automation within HubSpot.
- Excellent communication and stakeholder management skills.
- Strong project management and organizational abilities.
- Ability to manage multiple client onboarding projects simultaneously.
- Experience delivering client training and user adoption programs.
- Highly proactive with strong problem-solving skills.
Nice to Have
- HubSpot Certifications.
- Experience in inbound marketing or digital marketing.
- Experience supporting Australian, UK, or US clients.
- Exposure to API integrations and third-party applications.
- Previous experience in a SaaS, CRM, marketing agency, or customer success environment.
Benefits
- Permanent Work From Home setup
- Competitive Salary Package
- 13th Month Pay
- HMO Coverage
- Group Life Insurance (GLI)
- SSS, PhilHealth, and HDMF Contributions
- Career Growth Opportunities
- Exposure to International Clients
Success Measures
- Client Onboarding Completion Rate
- Time-to-Launch
- Client Satisfaction Scores
- HubSpot Adoption Rate
- Project Delivery Timelines
- Customer Retention and Growth Opportunities
Work Setup: Permanent remote setup
Schedule: Day Shift / Mid Shift (depending on client requirements)
