Geear

The Strategist will lead HubSpot onboarding for various clients, ensuring smooth setup and implementation, while configuring and optimizing HubSpot portals through workflows, pipelines, and custom reports. They will also conduct audits, structure CRM data architecture, and collaborate on tailored HubSpot strategies.

The role involves managing the full sales cycle, from prospecting qualified leads through discovery to closing deals within the credit union and community bank industries. Responsibilities include nurturing prospects, converting marketing qualified leads to sales qualified leads, and participating in industry trade shows to boost visibility.