HubSpot and Growth Coordinator
Goose Creek, SC - USA
Job Summary
The HubSpot & Growth Coordinator supports Angela Adams Consultings sales and growth efforts by keeping HubSpot organized leads and opportunities moving and follow-up happening consistently. This role serves as a key resource for Regional Managers and the sales team by managing pipeline activity improving HubSpot processes and automation supporting lead follow-up maintaining accurate data and providing reporting and accountability. The overall goal is to create a more organized responsive and measurable sales process so the sales team can focus more time on building relationships and closing opportunities.
Maintain accurate and organized HubSpot records
Monitor leads and active opportunities
Route new leads to the appropriate Regional Manager or salesperson
Track next steps follow-up dates and pipeline stages
Identify stalled deals and help keep opportunities moving
Support prospect follow-up scheduling quotes agreements and signatures
Improve HubSpot workflows sequences templates and automation
Track sales activity pipeline movement conversions and results
Support sales team accountability and consistent follow-up
Assist with the sales-to-service handoff
Troubleshoot basic HubSpot issues and support team members
Help improve overall sales process efficiency and consistency
- HubSpot-strongly preferred
- CRM systems
- Sales coordination or administrative support
- Lead management
- Reporting and data tracking
- Microsoft 365
- Sales documentation
- Ensure new leads are responded to and routed promptly.
- Keep leads deals follow-up dates and pipeline stages current in HubSpot.
- Proactively identify stalled opportunities and help move them forward.
- Ensure sales follow-up and next steps are completed consistently.
- Maintain accurate complete and organized HubSpot data.
- Improve HubSpot workflows sequences automation and reporting.
- Provide Regional Managers and the sales team with timely HubSpot support.
- Track key sales metrics and provide accurate pipeline reporting to leadership.
- Help ensure quotes agreements and outstanding sales documents are completed promptly.
- Improve consistency and efficiency in the sales-to-service handoff.
- Reduce administrative workload for Regional Managers through effective sales coordination.
- Help create a more organized accountable responsive and measurable sales process.
- New leads receive timely responses and are routed quickly.
- Opportunities consistently move through the sales pipeline.
- Follow-up and next steps are completed on time.
- HubSpot data is accurate organized and up to date.
- Stalled deals are identified and addressed proactively.
- Quotes and agreements are sent promptly.
- HubSpot automation improves efficiency and save team time.
- Regional Managers spend less time on administrative sales tasks.
- Leadership has accurate meaningful sales and pipeline reporting.
- Sales-to-service handoffs are organized and consistent.
- Team members have a reliable resource for HubSpot support.
- The overall sales process becomes faster more consistent accountable and measurable.
Required Experience:
IC
About Company
Discover the impact of Insurance Agency Consultants on your agency's growth through expert guidance and outsourced solutions.