Job Description
About the position We are looking for a Temp Consultant for approximately 4 weeks to work alongside Auxo project delivery teams for an external client in Insurance. The work will focus on auditing the clients' CRM & recommending and supporting best practices, such as automation optimizations and workflows and additional configuration. Responsibilities • Review current automation, workflows, and lifecycle coverage within HubSpot • Identify gaps, redundancies, and optimization opportunities • Perform cleanup and optimization of existing automation • Implement additional workflows and configurations identified during discovery • Build and manage automated workflows and nurture sequences (drip campaigns, behavior-based journeys) • Partner with the team to align lifecycle campaigns to business objectives • Support integrations and custom automation across marketing and sales systems, as needed • Ensure data integrity, accurate audience targeting, and compliance with platform and enterprise standards • Provide ongoing maintenance and support as needed, potentially on a per-diem basis Requirements • A Bachelors' Degree in a related field and at least 5 years' experience working in CRM optimization, specifically Hubspot; Hubspot certifications are a plus. • Ability to transform customer insights, data inputs, and business requirements into actionable CRM strategies and recommendations. • Ability to collaborate with cross-functional teams to ensure CRM strategies are feasible, aligned, and supported by current technology capabilities. • Ability to support client discussions and working sessions by clearly communicating CRM considerations, dependencies, and rationale behind recommendations. • Experience with Agile project management methodologies and tools • Must be able to work Monday - Friday and pass thorough background checks, including physical location verifications. • Must be legally authorized to work in the US at time of application. Nice-to-haves • Hubspot certifications are a plus. Apply tot his job
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