CRM Usage Specialist

Remote Full TimeToronto, ON, Canada (Remote)Focus

As Focus continues to expand its unique Fractional Sales & Marketing Management solutions, we are looking to add on our next addition to an already amazing team.

In this role, you will be in charge of managing our client’s users and their adoption with Salesforce and HubSpot. You will train and coach the different teams, both at employee and management level, overseeing hours spent with each individual and informing management. You will help people navigate and become comfortable with Salesforce and HubSpot; make the system work for them and help them see the value it provides. Also, another important task in this position is being the mentor in changing peoples habits and behaviours, like the switching from excel to Salesforce/HubSpot, showing them how to use it. Finally, you will be connected with a Client Manager frequently, when you identify gaps and new opportunities for improvements in the system or for new projects.

The focus of this job is making connections with people, motivating and inspiring them to achieve results. Poise and an engaging, empathetic communication style based on natural warmth and enthusiasm is the key to achieving the goals of this job. The work involves driving toward results by enrolling the commitment and buy-in of others.

While the job requires strong initiative and self-direction, results are only achieved with and through people. A sincere appreciation for people and how they are each uniquely motivated is the foundation for designing and implementing interactive communication and decision-making processes. Knowledge and skill in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.

Initiating projects and processes beyond established organization practices will often require training and developing others and enlisting their support by using a “selling” rather “telling” communication style. A self-confident, extroverted style that can enliven, engage and positively impact individuals and groups is essential. The job has variety of tasks and is dynamic and changing. Because goals and desired results can quickly change, the job requires regularly meeting and pro-actively establishing relationships with new groups. The ability to understand, quickly react and motivate others to adapt to the changing organization environment is a critical key to success. In general, the core of this position requires a motivated and motivating team builder and organization developer.

Who are we?

Located in Toronto and operating virtually, Focus is a one-stop; totally integrated fractional Sales Management and Inbound Marketing Management solution. We take ownership and responsibility for all things that a full-time in-house Management Team would do working in a larger organization – but at a cost that a small or mid-sized company can access.

Why do we exist?

There are thousands of companies that want to increase the value of their or HubSpot instance but cannot afford to hire their own CRM Success Manager. This is where we fit!

What is the CRM Usage Specialist responsible for?

  • Organize, host & conduct CRM coaching sessions – either 1-on-1 or in groups.
  • Develop reports and dashboards and be able to analyze the data to identify areas for improvement.
  • Play an active role in managing “up” (i.e., managing our client’s expectations).
  • Use our own to manage client activities and opportunities.
  • Complete monthly audits on user’s usage.
  • Conduct or join management reviews.

What are the job characteristics for this position?

  • A variety of activities with multiple projects occurring simultaneously
  • Multi-tasking with a sense of urgency for goal achievement.
  • People/relationships focus to inspiring and motivate others and engage their commitment.
  • Leadership based on ability to motivate others.
  • Strong commitment to results.

What skills & talents are critical to be successful in this role?

  • A strong command of the English language – spoken and written.
  • A creative thinker with an ability and desire to solve problems.
  • Coaching experience in any form.
  • A strong analytical mindset with a desire to uncover the “why” behind the “what”.
  • Confident with technology – both using and coaching.
  • Strong knowledge of all Office Programs.
  • Very organized, strong attention to detail, analytical.
  • Strong time management skills – must meet project deadlines.
  • Willing & ability to travel within Canada and USA.
  • CRM experience, preferably and/or HubSpot, either as a user or administrator is a strong asset.
  • Someone who enjoys “creating” improvements.
  • Enjoys to coach and support others.
  • Outgoing, happy by nature – Ability to smile through any situation.
  • Very organized and has a strong attention to detail.
  • Highly adaptable – enjoys the change in clients, products, industries and tools.
  • Natural problem solver.
  • Someone that is quick on their feet; very fast-paced environment.

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  • This position has been filled

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