Develop working proficiency in HubSpot to serve as the CS counterpart in the ongoing HubSpot-Monday.com integration. * Partner with Revenue Operations to ensure Client Success business requirements ...
Develop working proficiency in HubSpot to serve as the CS counterpart in the ongoing HubSpot-Monday.com integration. * Partner with Revenue Operations to ensure Client Success business requirements ...
Sales Engineer (Welding)
Indianapolis, IN · On-site
$100K - $120K/yr
Customer product demos and solution development. CRM management (HubSpot, Odoo). Sales forecasting ... Enjoy strong earning potential through salary and commission while partnering with customers to ...
Quick apply
Sales Engineer (Welding)
Indianapolis, IN · On-site
$100K - $120K/yr
Customer product demos and solution development. CRM management (HubSpot, Odoo). Sales forecasting ... Enjoy strong earning potential through salary and commission while partnering with customers to ...
... partners. * Collaborates with the internal sales team on new deals and prospects, upsell opportunities, dealer changes, and dealership personnel updates. * Utilizes CarNow CRM (HubSpot) to log and ...
... partners. * Collaborates with the internal sales team on new deals and prospects, upsell opportunities, dealer changes, and dealership personnel updates. * Utilizes CarNow CRM (HubSpot) to log and ...
Business Development Representative
Indianapolis, IN · On-site
$55K - $70K/yr
Partner closely with Marketing, Sales Engineers, and Account Executives to ensure high-quality ... Experience with HubSpot or ability to quickly learn CRM systems and pipeline management.
Quick apply
Business Development Representative
Indianapolis, IN · On-site
$55K - $70K/yr
Partner closely with Marketing, Sales Engineers, and Account Executives to ensure high-quality ... Experience with HubSpot or ability to quickly learn CRM systems and pipeline management.
Account Manager
Zionsville, IN · On-site
$75K - $105K/yr
... partners. * Collaborates with the internal sales team on new deals and prospects, upsell opportunities, dealer changes, and dealership personnel updates. * Utilizes CarNow CRM (HubSpot) to log and ...
Account Manager
Zionsville, IN · On-site
$75K - $105K/yr
... partners. * Collaborates with the internal sales team on new deals and prospects, upsell opportunities, dealer changes, and dealership personnel updates. * Utilizes CarNow CRM (HubSpot) to log and ...
Business Development Representative
$55K - $70K/yr
Build and refine workflows, sequences, lead scoring, lifecycle stages, and custom HubSpot ... Cross-Functional Collaboration & Sales Growth Partner closely with Marketing, Sales Engineers, and ...
Business Development Representative
$55K - $70K/yr
Build and refine workflows, sequences, lead scoring, lifecycle stages, and custom HubSpot ... Cross-Functional Collaboration & Sales Growth Partner closely with Marketing, Sales Engineers, and ...
Business Development Representative
$55K - $70K/yr
Build and refine workflows, sequences, lead scoring, lifecycle stages, and custom HubSpot ... Cross-Functional Collaboration & Sales Growth Partner closely with Marketing, Sales Engineers, and ...
Business Development Representative
$55K - $70K/yr
Build and refine workflows, sequences, lead scoring, lifecycle stages, and custom HubSpot ... Cross-Functional Collaboration & Sales Growth Partner closely with Marketing, Sales Engineers, and ...
This is the hands-on operator of the HubSpot portal and the commercial tech stack across Revenue ... Handle the execution-level interface with contracted agency partners - asset loading, portal access ...
This is the hands-on operator of the HubSpot portal and the commercial tech stack across Revenue ... Handle the execution-level interface with contracted agency partners - asset loading, portal access ...
Territory Partner (Field Sales)
Indianapolis, IN · On-site
$50K - $100K/yr
Territory Partners are the front line of that motion. This is a true field sales role. You'll walk ... HubSpot Ventures and Crosslink Capital. We're growing fast across the US and promoting our field ...
Territory Partner (Field Sales)
Indianapolis, IN · On-site
$50K - $100K/yr
Territory Partners are the front line of that motion. This is a true field sales role. You'll walk ... HubSpot Ventures and Crosslink Capital. We're growing fast across the US and promoting our field ...
Business Development Representative
Indianapolis, IN · On-site
$55K - $70K/yr
... HubSpot across all prospects, activities, and pipeline stages. • Build and refine workflows ... Cross-Functional Collaboration & Sales Growth • Partner closely with Marketing, Sales Engineers ...
Business Development Representative
Indianapolis, IN · On-site
$55K - $70K/yr
... HubSpot across all prospects, activities, and pipeline stages. • Build and refine workflows ... Cross-Functional Collaboration & Sales Growth • Partner closely with Marketing, Sales Engineers ...
Be Seen First
... partnerships, drive project opportunities, and increase revenue through the channel. This role ... This role requires disciplined use of HubSpot CRM to manage leads, track opportunities, maintain ...
New
Quick apply
Be Seen First
... partnerships, drive project opportunities, and increase revenue through the channel. This role ... This role requires disciplined use of HubSpot CRM to manage leads, track opportunities, maintain ...
New
... partnerships that differentiate Morales Group in the market. Campaigns & Email: * Build and execute quarterly B2B campaign themes across business units. * Own HubSpot email campaign execution ...
... partnerships that differentiate Morales Group in the market. Campaigns & Email: * Build and execute quarterly B2B campaign themes across business units. * Own HubSpot email campaign execution ...
... partnerships that differentiate Morales Group in the market. Campaigns & Email: * Build and execute quarterly B2B campaign themes across business units. * Own HubSpot email campaign execution ...
... partnerships that differentiate Morales Group in the market. Campaigns & Email: * Build and execute quarterly B2B campaign themes across business units. * Own HubSpot email campaign execution ...
Build and continuously refine the lead lifecycle in HubSpot, including attribution, scoring, segmentation, and the marketing-to-sales handoff Partnerships & Brand Programs * Direct partner co ...
Build and continuously refine the lead lifecycle in HubSpot, including attribution, scoring, segmentation, and the marketing-to-sales handoff Partnerships & Brand Programs * Direct partner co ...
Build and continuously refine the lead lifecycle in HubSpot, including attribution, scoring, segmentation, and the marketing-to-sales handoff Partnerships & Brand Programs * Direct partner co ...
Quick apply
Build and continuously refine the lead lifecycle in HubSpot, including attribution, scoring, segmentation, and the marketing-to-sales handoff Partnerships & Brand Programs * Direct partner co ...
Maintain accurate pipeline, activity, and opportunity records in HubSpot. Sales Execution ... Partner effectively with field leadership, operations, Sales Enablement, RevOps, and other internal ...
Posted today
Maintain accurate pipeline, activity, and opportunity records in HubSpot. Sales Execution ... Partner effectively with field leadership, operations, Sales Enablement, RevOps, and other internal ...
Posted today
Build and continuously refine the lead lifecycle in HubSpot, including attribution, scoring, segmentation, and the marketing-to-sales handoff Partnerships & Brand Programs * Direct partner co ...
Build and continuously refine the lead lifecycle in HubSpot, including attribution, scoring, segmentation, and the marketing-to-sales handoff Partnerships & Brand Programs * Direct partner co ...
Maintain accurate pipeline, activity, and opportunity records in HubSpot. Sales Execution ... Partner effectively with field leadership, operations, Sales Enablement, RevOps, and other internal ...
Posted today
Maintain accurate pipeline, activity, and opportunity records in HubSpot. Sales Execution ... Partner effectively with field leadership, operations, Sales Enablement, RevOps, and other internal ...
Posted today
Quotation Specialist
Westfield, IN · On-site
Manage the full quote cycle, from interpreting Customer Statements of Work to updating the sales platform (Hubspot) and managing order entry. * Collaboration: Partner with procurement, production ...
Quotation Specialist
Westfield, IN · On-site
Manage the full quote cycle, from interpreting Customer Statements of Work to updating the sales platform (Hubspot) and managing order entry. * Collaboration: Partner with procurement, production ...
Enterprise Sales Executive
Indianapolis, IN · On-site
$500K/yr
You'll partner with our Operations Team to deliver on promises and build long-term customer ... Utilize CRM (HubSpot) and TMS systems to manage pipeline, analyze data, and forecast results
Enterprise Sales Executive
Indianapolis, IN · On-site
$500K/yr
You'll partner with our Operations Team to deliver on promises and build long-term customer ... Utilize CRM (HubSpot) and TMS systems to manage pipeline, analyze data, and forecast results
Hubspot Partner information
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|---|---|---|
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Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 24 days ago
Job description
Department: Client Success - Operational Excellence
Reports To: AVP, Operational Excellence
Location: Hybrid Plano, TX Columbia, SC Indianapolis, IN New Orleans, LA Remote
Job Summary
The Principal Operations Analyst - Tooling is the dedicated owner of the technology stack that powers the Client Success organization, ensuring Selerix's tools are configured deliberately, owned by one accountable person, and evolving as fast as the business needs them to. This role exists because Selerix needs one person who understands the full picture of how our tools work, how they connect, and how they should evolve, rather than a group of people tinkering around the edges.
Today, that stack centers on Monday.com as the operating system for CS project execution and time tracking, and HubSpot as the CRM and client data source of truth. This is a hands-on role: the person in this seat builds, configures, troubleshoots, and improves the systems that facilitate an exceptional client experience, and serves as a strategic thought partner to the AVP of Operational Excellence on where tooling needs to go next. They are expected to understand the business context behind each request, push back when something isn't feasible, and bring ideas to the table the AVP hasn't thought of yet.
Key Responsibilities
- Serve as the primary administrator and subject matter expert for the project management tool, currently Monday.com, across the Client Success organization.
- Design, build, and maintain boards, workflows, automations, and integrations that reflect how CS teams work while improving visibility into how they work.
- Own the open enrollment and implementation project workflows, taking the current foundation further as the business evolves.
- Ensure time tracking is operational and consistent across all CS teams and aligns to financial reporting requirements.
- Evaluate and implement automations that reduce manual, low-value work and create capacity for the teams who serve clients.
- Serve as the intake point for Monday.com requests from CS teams, partnering with the AVP to triage and prioritize what gets built.
- Develop working proficiency in HubSpot to serve as the CS counterpart in the ongoing HubSpot-Monday.com integration.
- Partner with Revenue Operations to ensure Client Success business requirements are clearly defined, translated, and maintained.
- Ensure HubSpot is functioning as the source of truth for client data, flagging gaps or inconsistencies that affect CS team workflows.
- Support the CS team's adoption of HubSpot, including training, documentation, and troubleshooting.
- Build and maintain dashboards and reports across Monday.com, HubSpot, and Power BI that give CS leadership the visibility they need to make decisions.
- Maintain proficiency in adjacent tools, including Power BI and Power Automate, to support reporting automation and workflow integration.
- Translate CS operational workflows into tooling configurations that are logical, sustainable, and scalable.
- Proactively identify manual workarounds and design tool-based solutions that eliminate them.
- Document configurations, workflows, and automations so institutional knowledge is always current and accessible.
- Serve as an active thought partner to the AVP, helping evaluate whether a proposed approach is the right one, and flag feasibility concerns before work begins.
- Help establish and enforce standards for how tools are used across the organization.
- 3-5+ years of hands-on experience administering and optimizing project management software in a multi-client environment, preferably Monday.com.
- Demonstrated ability to design and build workflows and automations, not just configure out-of-the-box features.
- Experience working in or alongside a CRM; HubSpot experience strongly preferred, Salesforce or equivalent considered.
- Strong analytical instincts, comfortable working with data and translating findings into action.
- Clear, confident communicator who can translate technical constraints for non-technical stakeholders and push back on requests that aren't feasible.
- Organized and detail-oriented, able to manage competing requests without dropping balls.
- Self-directed, able to take a business problem and figure out the tool solution without a step-by-step spec.
- Experience with the HubSpot-Monday.com integration or similar CRM-to-PM tool integrations preferred.
- Proficiency or working knowledge of Power BI for dashboard and reporting development preferred.
- Familiarity with Power Automate for workflow automation across the Microsoft ecosystem preferred.
- Background in a SaaS, benefits administration, or HR technology company preferred.
- Bachelor's degree or equivalent experience.
Must be eligible for US employment
We offer the following benefits:
- Medical, Dental and Vision insurance
- 4 weeks paid time off (PTO)
- 9 paid holidays
- Tuition Reimbursement
- 401K (with match)
- Basic Life
- Long-Term Disability