CRM Consultant

4 weeks ago


Halifax, Canada Avidly Full time

Avidly is an inbound marketing, creative design, web development and Elite Hubspot marketing agency. Our team is based in Europe however has recently expanded to Nova Scotia and we are looking for a CRM Consultant to support our team in Canada. It's an exciting opportunity to join at the start of our journey in Canada and play a major role in our growth plans.

**Job Role**:
The goal of the CRM Specialist is to facilitate the use of the HubSpot platform for our clients. Working across the entire HubSpot platform it is the specialist's role to review, advise, configure and implement the platform as the client requires. Working with clients on specific projects ranging from a 30 - 90 day project.

Some specific tasks that are included in the job role:

- Strategic setup and configuration of the HubSpot platform
- Identify ways to improve usage of the CRM
- Provide consultancy support with HubSpot to allow our clients to maximise their usage for the system
- Map and build customised reports and dashboards
- Train teams on how to use the HubSpot platform
- Identify and be proactive on ways that our clients can be more efficient within the HubSpot platform
- Build strong relationships with clients
- Work strongly with the Solutions team to create bespoke scopes of work
- Run demo’s of the platform
- Build and set up workflows (automated processes) and standards or
- Migrating entering data into the CRM
- Work with sales, marketing and service teams to map and build their processes

Ideal skills required would include
- Expertise in HubSpot(or similar eg Salesforce)
- Experience in CRM setup
- The skill to resolve technical CRM issues, including responding to bespoke requirements
- Ability to manage several different projects at once
- Great communication skills to build relationships with clients
- Strong communication and presentation skills - reporting to key stakeholders to present the project
- 1-3 years of CRM experience
- Proactive approach both internally and with clients - always be thinking of what we can do to grow our services as well as supporting our clients growth
- Good problem-solving abilities

**What are some of the benefits of working at Avidly CA?**
- Early Friday Finishes: We have a 35.5 working hour week, each Friday we finish early so you can make the most of your weekend
- Hybrid Working: We believe being in the office is best for building relationships, learning and collaboration, but you have the flexibility to work from home when it works for you and your workload.
- Health Benefit Package One of our core values is to invest in yourself, a big part of this is your health and wellness.
- 5 Year Bonus Once you reach your 5 year anniversary you get an extra 2 weeks pay to celebrate a half decade milestone
- Quarterly team meals As one of our core values, we think it’s really important to build strong relationships (and enjoy good food). Therefore every quarter each team goes for a meal or enjoys an activity together of their choice.
- Flexible Working Hours: Our potential office working hours are 8am-6pm and core hours are 10am-4pm to give you the flexibility of when to start your day. Full time working hours are 35.5 per week.
- Creative working environment: We have a modern, purpose built, office which is fully stocked and has facilities for fun as well as work.
- Vacation 16 days holiday per year, after five years this increases to 20 days.
- Social Team Activities: A mixture of in the office and out of the office activities, we make sure we have regular things planned to help build strong relationships. From weekends away, celebrating Eid to Weekly five-a-side and dungeons and dragons.
- Structured Review Process: For your progression and development it is important to us you have dedicated touchpoints with your manager. From fortnightly 1-1s, quarterly meetings and annual reviews.



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