CRM & Automation Specialist (Agency Role)

[Sahlia]

DESCRIPTION

As a CRM & Automation Specialist, you deliver high quality CRM implementation and optimisation services to our clients, helping our clients to get the most value out of their CRM platform and deliver better experiences for their customers and employees.

You are responsible for providing CRM implementation, optimisation and support services for our clients. You draw on your experience and in-depth knowledge of HubSpot and other popular CRM systems, to guide clients through the implementation of their CRM solution. Your well rounded understanding of business, sales process and CRM best practice ensures that clients get the most out of their CRM platform.

You diligently manage HubSpot/CRM projects, ensuring they are delivered on time and on budget, and to ensure the client's goals and expectations are achieved.

You are constantly looking for new opportunities for your clients, and bringing to the table recommendations and ideas that lead to increased value and revenue across your client portfolio. You play an active role in the sales process for CRM/HubSpot leads and opportunities, assisting the sales representative/s throughout the discovery and pitching stages.

RESPONSIBILITIES

HubSpot / CRM Implementation and Optimisation

• Facilitate productive client workshops to gather requirements, set clear objectives, and plan for delivery of agreed scope.
• Deliver on the technical setup and implementation of the CRM solution for clients.
• Coordinate the implementation of custom integrations.
• Assist clients with CRM data management, ensuring that all the required data is being properly stored within their CRM system.
• Train clients and ensure adequate documentation of key processes within the client's CRM.

Project Management

• Drive ongoing, regular client communication across email, face to face, or any project management tools.
• Allocating tasks with clear time budgets to team members, to ensure all team members are aware of deliverables, timelines and deadlines.
• Clearly understanding and communicating the scope and ensuring out of scope work is managed appropriately.
• Actively monitoring project profitability and timelines.
• Identifying and acting upon opportunities where we can provide further value for our clients.

Partnerships and Sales Support

• Participating in discovery conversations and requirement gathering for new CRM leads.
• Reviewing leads' existing CRM setup and related technologies as applicable.
• Helping sales reps to scope CRM services and solutions for leads and providing estimates.
• Helping create service proposals.
• Participating in sales pitches and presentations.
• Regularly meeting and collaborating with our key contacts within our partner organisations.

ABOUT AGORA

Agora is a growth and performance agency with teams in Brisbane and Auckland, and clients across Australia, New Zealand, Asia, and the UK. We help our clients solve their business growth challenges, by supporting them across sales, marketing, and customer service. This means we get to have a meaningful impact at various levels of our clients’ businesses and truly operate with their teams as a trusted partner.

Our culture is very important to us, and we make it a priority to live by our values and foster a respectful and highly engaging work environment for everyone. We are looking for people who have a “there’s always a way” mindset and who are dedicated to consistently delivering real value to clients in everything they do.

At Agora, we believe in equal opportunities through honesty and transparency. We provide clearly outlined career pathways and transparency around progression and salary opportunities across the company. You will have the opportunity to work with your manager on setting your personal career goals, and be supported and mentored towards achieving these goals with clear visibility over how you can get there. This is backed up with a professional development budget to help you towards your goals.

As has become the norm these days, we offer all of our staff a flexible working environment, with flexible start and finish times and working from home options, meaning you can make it to that appointment that's only open during business hours – even if it's just a haircut!

Ultimately, the biggest 'perk' isn't the free coffee, breakfast, and fruit every week, or getting to work in a dog friendly office (although we do love these things) - it is that you get to work with incredible people who genuinely care about one another. At all levels of the business we look out for one another and support one another in any way we can. It is truly special.

APPLY HERE