drjobs CRM Coordinator

CRM Coordinator

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1 Vacancy
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Job Location drjobs

Portland - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

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

Full benefits listed here.

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

Department / Functional Area

Marketing

About Company

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