CRM Coordinator
CRM Coordinator
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Job Description
About the Job
Are you a tech-savvy CRM professional who thrives on organizing data creating streamlined systems and helping teams adopt new tools Have you worked with HubSpot or led the implementation of a CRM from scratch Do you enjoy building scalable processes and supporting users through change
If so our CRM Coordinator opportunity may be the perfect fit for you!
What will you do
As a CRM Coordinator youll lead the day-to-day execution of our HubSpot CRM rollout working closely with our marketing and business development teams to ensure the system is configured for success data is clean and actionable and internal users are fully supported and trained.
This is a unique opportunity to make a measurable impact on the way our firm communicates nurtures relationships and tracks engagement across the client journey.
Key responsibilities include:
Supporting the setup configuration and rollout of HubSpot CRM
Assisting with contact imports deduplication segmentation and data cleanup
Collaborating with internal stakeholders to define fields properties workflows and list structures
Creating and maintaining documentation on CRM processes and best practices
Training internal users on the platform via video calls help guides and one-on-one support
Building dashboards reports and views to monitor usage and campaign performance
Driving continuous improvement of marketing and operational workflows in HubSpot based on performance insights and user feedback
Serving as a technical liaison between the marketing team and CRM support
Work Arrangement
Hybrid work model: at least 3 days per week in our downtown Portland office (TuesThurs)
Flexible remote days (Mon & Fri)
Occasional evening/weekend support may be needed for marketing events (not primary)
Why Perkins
Were Portlands largest locally owned CPA firmbut dont let accounting scare you off. Our marketing team is energized creative and eager to build smarter systems that support real business growth.
Awards & Recognition:
#1 Most Admired Accounting firm in Oregon & SW Washington. 17 years on Oregons Most Admired Companies list (Portland Business Journal)
A Most Diverse Accounting Firm in Portland Metro (Portland Business Journal)
Best of Accounting Diamond Award Winner for Exceptional Client Service (ClearlyRated)
The largest women-owned accounting firm & 7th largest women-owned business in Oregon & Clark and Skamania counties WA (Portland Business Journal)
Top 100 of Americas Most Recommended Tax and Accounting Firms 2024 (USA Today)
We AAM to Serve award for Corporate Philanthropic Efforts (Association for Accounting Marketing)
Requirements
Who Should Apply
Were looking for someone who can work independently communicate proactively and bring structure to a fast-moving implementation process.
35 years of experience in a CRM or marketing support role
Hands-on experience with HubSpot required
Experience assisting in CRM implementation or rollout projects
Strong attention to detail and a love for clean accurate data
Experience with list segmentation contact management and leveraging reporting tools to uncover actionable insights
Ability to communicate effectively across teams and support user adoption
Comfort with training others on how to use the platform including creating documentation and delivering one-on-one or small group support
Experience in professional services or with client relationship systems is a bonus
Benefits
Whats In It for You
Salary range: $75K$85K (DOE) bonus eligibility
401(k) profit sharing with immediate vesting
3 weeks of PTO 14.5 paid holidays paid parental leave sabbatical program
Paid parking public transit access gym snacks and more
Does Perkins sound like the perfect fit for youWe keep it simple: just submit your resume or LinkedIn profileno tedious application form or cover letter required.
Perkins & Co is an Equal Opportunity Employer
#LI-MF1
Required Experience:
IC
Employment Type
Full-Time
