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reporting crm hubspot sales demos📋 Description
- Demonstrate Fusion custodial platform to RIAs.
- Manage HubSpot CRM data; segment lists; automate sales.
- Support sales: schedule appointments; prep collateral; admin tasks.
- Maintain product knowledge; share feedback with product team.
- Generate reports; build client relationships to drive growth.
🎯 Requirements
- Strong understanding of custodial services and the RIA industry.
- Proven CRM experience; HubSpot preferred.
- Excellent presentation and written/verbal communication.
- Able to explain complex technical concepts clearly.
- Strong organizational skills and attention to detail.
🎁 Benefits
- Challenging, high-impact work to grow your career.
- Bonuses, equity, and 401(k) in compensation.
- 100% paid health insurance; dependents 90%.
- Flexible benefits wallet for wellness and learning.
- Life & disability insurance, fertility, mental health.
- Time off: holidays, PTO, sick time, parental leave.
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