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crm hubspot onboarding excel sharepointπ Description
- Serve as frontline for member marketing inquiries via a ticketing system.
- Support onboarding of new members into Ensemble Member Marketing Program, incl HubSpot onboarding.
- Maintain a clean, accurate HubSpot CRM with data entry, updates, and audits.
- Assist in rolling out member-facing campaigns to increase enrollment and engagement.
- Track and report member marketing performance metrics.
- Develop and maintain onboarding docs, CRM usage guides, and internal workflows.
π― Requirements
- 2β3 years of marketing coordination, project management, or customer support experience (travel or membership a plus).
- Proficiency with Microsoft Excel and large data sets.
- Proficiency with Microsoft Office Suite (Word, PowerPoint, Outlook, Teams); familiarity with SharePoint, OneDrive, and Forms.
- Experience with CRM platforms, preferably HubSpot.
- Experience using project/task management tools like ClickUp or similar.
- Strong written and verbal communication skills, with an emphasis on clarity, accuracy, and tone.
π Benefits
- Competitive compensation with pay-for-performance rewards.
- Incentive programs and performance-based pay opportunities.
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