As a member of the Hubspot Implementation team, this role (internally known as a HubSpot Customer Success Manager (HSM) will guide customers through the HubSpot technical software setup, identifying objectives, training, and initial activation and adoption. Currently, we offer a hybrid of HubSpot’s traditional onboarding and Onboarding by Objectives.
As a member of the Hubspot Implementation team, this role (internally known as a HubSpot Customer Success Manager (HSM) will guide customers through the HubSpot technical software setup, identifying objectives, training, and initial activation and adoption. Currently, we offer a hybrid of HubSpot’s traditional onboarding and Onboarding by Objectives.
Our customers vary in size and industry, and projects vary in complexity ranging from Base Implementations (Technical setup) plus a Marketing/Sales/Service Hub to full migrations.
The HSM should be a motivated team member who has strong communication skills, a passion for helping people, an interest in problem-solving, and the flexibility to help with a variety of projects. Success in this role is quantitatively measured via client interaction/CSAT, and internal KPIs.
Core duties & responsibilities of the role
Standard HubSpot Implementation: Research, Discovery Calls, Identify Objectives, create a project plan, conduct regular customer calls, provide pre-call goals and resources, and follow up with customers on the next steps.
Evaluate a customer's current tech stack, recommend an onboarding approach, and develop a plan to lead the customer to long-term success.
For the first 90 days, if Hubs only (no migrations, no development), act as a mix of project and account managers.
On-going attention to product adoption and developing a growth plan for their future success using HubSpot.
Advise clients on HubSpot best practices and work with clients to guide their initial HubSpot setup.
Build strong client relationships through transparency, candid communication, business understanding, and excellent execution and delivery.
A dedicated workspace appropriate for conducting customer working sessions.
Certifications needed:
Objective Based Onboarding
Marketing Software Certification
Marketing Hub Implementation Certification
HubSpot Marketing Software
Inbound Marketing
Getting Started with the CRM
Sales Software Certification
HubSpot Sales Software
Inbound Sales
Service Software Certification
Inbound Service Fundamentals
Service Hub Admin Course (optional)
Compensation and benefits:
Competitive Salary
Company-paid health care (health, dental & vision)
401k
Flexible schedule (Hybrid or Remote)
Tech-forward, collaborative workspace
All equipment provided
About BridgeRev
Currently, a HubSpot Diamond Solutions Partner, BridgeRev has been a tiered HubSpot Agency Partner since 2016 and has continued to expand services from the core digital marketing and inbound methodology to RevOps, growth strategy, and software consulting.
Since the beginning, BridgeRev has relied on its core values of radical transparency, bottom-line accountability, agility, and candid relationships to ensure sustainable growth and expansion. Headquartered out of Oklahoma City, BridgeRev serves high-growth B2B teams from around the globe.
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