HubSpot CRM Specialist
Fintel Connect
Job Responsibility:
Meet Fintel Connect, the only affiliate marketing platform and agency purpose-built for banking and fintech. We're on a mission to deliver leading growth marketing solutions to financial institutions and fintechs to better reach future customers and deliver the right products to the right audiences in a compliant and cost-effective way. Fintel is venture-backed and proudly serves 80+ leading financial brands like Royal Bank of Canada, Tangerine, Scotiabank, and Neo to name a few.
Who We're Looking For:
Our ideal CRM Specialist is a seasoned HubSpot (or related CRM system) user. They'll have a passion for managing CRM databases and will play a pivotal role in maintaining and overseeing the system that allows for valuable partner and prospect information storage and sharing across the organization. Your key responsibilities include ensuring quality inputs and data integrity, optimizing system usage, and analyzing data outputs for efficiency and business performance.
In this role, you demonstrate strong organizational skills, high attention to detail, and a natural ability to independently troubleshoot, problem-solve and identify opportunities for improvement. You'll work cross-departmentally to support all company stakeholders that engage or use the company CRM.
What We're Looking For:
- Bachelor's degree in business, marketing, computer science, or related; minimum 3 years of relevant work experience.
- Strong analytical and data-driven skills to problem-solve and think outside the box
- Have self-managed projects and worked independently to perform analysis and report outcomes
- 2+ years' experience using HubSpot is required and ability to use data analysis tools like Excel and Power BI
- ***Please do not apply if you do not have HubSpot (or related CRM) experience***
What You'll Get To Do:
- Conduct regular CRM updates, audits and troubleshoot bugs and errors
- Manage user accounts, including onboarding and offboarding
- Stay up to date on HubSpot features, new releases, provide training and ensure optimal system usage
- Create and maintain automations, workflows, and optimize CRM properties, fields and datasets
- Analyse data, identify trends, and deliver reports to department heads with recommendations and opportunities for enhancements
What we Offer:
- Competitive base salary
- A rapidly growing organization with opportunities for career advancement
- Comprehensive health and wellness benefits
- 5 Paid personal days and three weeks paid vacation
- Paid volunteer hours
- Team events & activities
Why Join Fintel Connect?
- Career progression: We value personal and professional growth and offer various internal and external development training programs and opportunities for advancement.
- Health and wellbeing: We believe in work-life balance and offer comprehensive health and wellness benefits, sick/personal days, and three weeks annual paid vacation.
- Cultural environment: We foster a positive environment through team events, activities, and paid volunteer hours.
Fintel Connect is an equal opportunity employer. For more information about us, please visit our website
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