Sales Operations Consultant (HubSpot)

Full Time | Austin, TX or Remote

Job Description

We’re looking for a hard-working individual to help advise our customers in Sales & Marketing Operations leveraging HubSpot and other software. At Process Pro we work with customers ranging from start-up to later growth stages, in both SaaS and Professional Services industries.

This individual will work with our Principal Consultants as well as third-party system experts (HubSpot, Salesforce, Zapier, etc.) to develop, document, and optimize processes; implement and optimize third-party software tools; establish metrics and reporting for management teams, and enable change management within our customer’s teams to ensure project success.

As part of our customer-focused, results-driven organization you’ll be responsible for ensuring all projects are completed within expectations and the customer’s experience meets our high standards. Our goal is to help implement or optimize HubSpot and integrated tools to enable our customer's teams.  This role is responsible for taking customer requirements, developing solutions, and executing on elements of the project to ensure those goals are met.

Those applying need to be able to:

  • Work directly with customers, serving as the main point of contact and ensuring a successful project
  • Collect and review project (ex. HubSpot implementation) requirements with clients and work directly with team and clients to determine, design, and implement the software solutions
  • Advise and manage roadmaps for rapidly growing companies on their Sales technology stack and processes
  • Manage simultaneous software implementations for multiple clients, engaging customers in regular strategic calls to ensure project milestones are met
  • Keep well-documented requirements gathered from clients and provide weekly updates
  • Organize and analyze data using Excel 
  • Research and troubleshoot issues with System Specialists and develop solutions for customer requirements
  • Develop training materials/guides for customers and educate customers to ensure adoption of the software
  • Review, manage, and train System Specialists who are assigned to your projects

Requirements:

  • 4+ Years experience in either Sales or Marketing operations, SaaS preferred
  • 2+ Years experience in using HubSpot, including experience across multiple Hubs
  • Experience working with early-stage companies and a deep understanding of the specific challenges they face
  • Proven project management experience, including the ability to develop project plans, milestones, and then execute to those timelines
  • Customer-facing consulting experience is a plus; however, all candidates should be able to facilitate meetings and demonstrate the ability to establish and build relationships with clients
  • Strong knowledge of the sales cycle and how CRM and related applications play a role as a cohesive sales solution
  • Experience with automating workflows for key business processes
  • High attention to quality and detail
  • Experience in other third-party cloud-based tools such as Salesforce, Zapier, etc. is also helpful
Apply Now

HubSpot System Specialist

Full Time | Austin, TX or Remote

Job Description

We’re looking for a hard-working, problem-solver to work on customer projects as a System Specialist. At Process Pro we work with customers ranging from start-up to later growth stages, in both SaaS and Professional Services industries.

Working alongside our principal consultants and project leads, this individual should be able to take a set of requirements and build out HubSpot and integrated tools to optimize the Marketing, Sales, and Services processes of our customers. You should be skilled in optimizing systems for customers' processes, integrating technologies, and automating manual tasks.

As part of our customer-focused, results-driven organization you’ll be responsible for ensuring all projects are completed within expectations and the customer’s experience meets our high standards. A fun (and challenging) part of this role is that it relies heavily on the ability to create new solutions for our customers and navigate the requirements they present to us. While we have plenty of resources and templates to utilize from our experience, we’re looking for someone who can evolve the current process and lead the team forward.

Those applying need to be able to:

  • Work directly with customers, serving as the main point of contact and ensuring a successful project
  • Contribute to simultaneous software implementations for multiple clients, engaging customers in regular strategic calls to ensure project milestones are met
  • Keep well-documented requirements gathered from clients and assist in regular updates
  • Research and troubleshoot issues with RevOps Consultants and develop solutions for customer requirements
  • Develop training materials/guides for customers and educate customers to ensure adoption of the software

Requirements:

  • 1+ years experience in sales or marketing operations
  • Strong experience in HubSpot CRM, Sales Hub, and other parts of the software
  • Experience in other third-party cloud-based tools such as Salesforce, Zapier, etc.
  • Proven ability to work with internal teams and collaborate on projects
  • Strong ability to research system requirements and determine the steps necessary for proper configuration
  • Customer-facing experience is a plus; however, all candidates should be able to facilitate meetings and demonstrate the ability to establish and build relationships with clients
  • High attention to quality and detail
  • Experience with automating workflows for key business processes
Apply Now

MarTech Operations Consultant (HubSpot)

Full Time | Austin, TX or Remote

Job Description

Is HubSpot or Salesforce your second language? We’re looking for a hard-working individual to help advise our customers in Marketing (Martech) Operations leveraging HubSpot, Salesforce, and other software. At Process Pro we work with customers ranging from start-up to later growth stages, in both SaaS and Professional Services industries.

This individual will work with our Principal Consultants as well as third-party system experts (HubSpot, Salesforce, Zapier, etc.) to develop, document, and optimize processes; implement and optimize third-party software tools; establish metrics and reporting for management teams, and enable change management within our customer’s teams to ensure project success.

As part of our customer-focused, results-driven organization you’ll be responsible for ensuring all projects are completed within expectations and the customer’s experience meets our high standards. Our goal is to help implement or optimize HubSpot, Salesforce, and other integrated tools to enable our customers' teams. This role is responsible for taking customer requirements, developing solutions, and executing on elements of the project to ensure those goals are met.

Those applying need to be able to:

  • Collect and review project (ex. HubSpot implementation) requirements with clients and work directly with team and clients to determine, design, and implement the software solutions
  • Collaborate with clients on strategy for inbound marketing, lead management, sales enablement, and marketing automation
  • Advise and manage roadmaps for rapidly growing companies on their Revenue technology stack and processes
  • Provide strategic direction to clients on how to maximize their HubSpot and Salesforce integration
  • Maintain the HubSpot and Salesforce Integration, proactively address bugs and sync errors, and lead data maintenance and hygiene efforts for clients in HubSpot and Salesforce
  • Proactively look for opportunities to grow clients in HubSpot and Salesforce
  • Manage simultaneous software implementations for multiple clients, engaging customers in regular strategic calls to ensure project milestones are met
  • Keep well-documented requirements gathered from clients and provide weekly updates
  • Organize and analyze data using Excel and build reports within HubSpot, Salesforce, and/or other reporting tools (ex. Power BI).
  • Research and troubleshoot issues with System Specialists and develop solutions for customer requirements
  • Develop training materials/guides for customers and educate customers to ensure adoption of the software and understanding of the value of HubSpot

Requirements:

  • Experience in HubSpot: 2-year minimum
  • Experience in Salesforce: 3-year minimum
  • 4+ years in Marketing Operations or SaaS preferred 
  • Experience with setup and management of HubSpot and SFDC integration; Admin experience is a plus
  • Experience with multiple reporting and visualization tools
  • Experience in building reports including campaign performance and revenue attribution
  • Ability to map out and organize the process for managing Leads between Marketing and Sales departments
  • Experience working with early-stage companies and a deep understanding of the specific challenges they face
  • Proven project management experience, including the ability to develop project plans, milestones, and then execute to those timelines
  • Customer-facing consulting experience is a plus; however, all candidates should be able to facilitate meetings and demonstrate the ability to establish and build relationships with clients
  • Experience with automating workflows for key business processes
  • High attention to quality and detail
  • Experience in other third-party cloud-based tools such as Zapier or Integromat is also helpful
  • Strong communication skills
Apply Now

Senior-Level Marketing Operations Consultant (HubSpot)

Full Time | Austin, TX or Remote

Job Description

We’re looking for an experienced, senior-level individual to help advise our customers in Marketing Operations leveraging HubSpot, Salesforce and other software. At Process Pro we work with customers ranging from start-up to later growth stages, in both SaaS and Professional Services industries.

This individual should have experience working within an agency (or start-up agency) setting, and understand SMBs. This individual will manage and mentor our RevOps Consultants; lead, manage and develop solutions for our more complex customer projects; develop, document, and optimize processes; review and recommend third-party software tools; establish metrics and reporting for management teams, and enable change management within our customers’ teams to ensure project success.

As part of our customer-focused, results-driven organization you’ll be responsible for ensuring all projects are completed within expectations and the customers’ experiences meet our high standards. You will own relationships with our key customer stakeholders and ensure ongoing success.

Those applying need to be able to:

  • Collect and review complex project requirements with clients and work directly with team and clients to determine, design, and implement the software solutions

  • Collaborate with and advise clients on strategy for inbound marketing, lead management, sales enablement, and marketing automation

  • Have extensive account and project management experience (and feel comfortable mentoring team members) 

  • Advise and manage roadmaps for rapidly growing companies on their Revenue technology stack and processes

  • Provide strategic direction to clients on how to maximize their HubSpot and Salesforce integration 

  • Maintain the HubSpot and Salesforce Integration, proactively address bugs and sync errors, and lead data maintenance and hygiene efforts for clients in HubSpot and Salesforce

  • Proactively look for opportunities to grow clients in HubSpot and Salesforce

  • Oversee simultaneous software implementations for multiple clients, engaging customers in regular strategic calls to ensure project milestones are met

  • Keep well-documented requirements gathered from clients and provide weekly updates

  • Organize and analyze data using Excel and build reports within HubSpot, Salesforce, and/or other reporting tools (ex. Power BI).

  • Research and troubleshoot issues with System Specialists and other Consultants to develop solutions for customer requirements

  • Develop training materials/guides for customers and educate customers to ensure adoption of the software and understanding of the value of HubSpot 

  • Have experience working for an agency or start-up agency; comfortable working with a small team (ability to wear many hats!)

  • Experience working with SMBs


Requirements:

  • HubSpot 5+ years

  • Salesforce 5+ years minimum

  • Experience in Marketing technology, including MAP and CMS

  • General Marketing Ops and/or consulting experience 8-12+ years 

  • Work history in scaling Software and/or SaaS companies

  • Setup and management of HubSpot and SFDC integration; Admin experience is a plus

  • Google Analytics and managing UTM parameters across the organization

  • Experience mentoring and leading teams 

  • Implementing multiple reporting and visualization tools

  • Building reports including campaign performance and revenue attribution across different platforms

  • Ability to map out and optimize the process for managing Leads between Marketing and Sales departments

  • Experience working with early-stage companies and a deep understanding of the specific challenges they face

  • Proven project management experience, including the ability to develop project plans, milestones, and then execute to those timelines

  • Customer-facing consulting  or agency experience is a plus; however, all candidates should be able to facilitate meetings and demonstrate the ability to establish and build relationships with clients

  • Automating workflows for key business processes

  • High attention to quality and detail

  • Third-party cloud-based tools such as Zapier or Integromat is also helpful

  • Strong communication skills

Apply Now

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