EduServe LLC
CRM Admin & Analytics Mgr
EduServe LLC, Fort Lauderdale, Florida, us, 33336
Job Description
JOB PURPOSE
The
CRM Administration Analytics Manager
brings Marketing, Enrollment, and Loyalty strategies to life on the CRM platform. Using automation, the CRM, conversion tools as well as reporting and analytics a HubSpot administrator implements and iterates on business processes to attract strangers into prospects, engage prospects into customers, and delight customers into promoters. He or she is responsible for aiding in adoption, improving existing processes, and deploying new business processes to improve KPIs and drive growth at CSUSA. The ideal candidate is a self-motivated, dynamic problem solver who is committed to learning and personal development and thrives in a self-starter environment.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Database Management, Administration, and Workflows
Have in-depth knowledge of the entire CRM platform (Currently HubSpot)Understand all aspects of HubSpot configuration and technical/functional capabilitiesManage new user setups and deactivation, including transferring ownership of contacts/deals for deactivated users.Understand and manage security settings for all users.Build and manage dashboards, reports, layouts, process automation, and other configurable parts of the interface for end-users, and other capabilities including:PropertiesRoles and securityFlows and ProcessWorkflow Rules Approval ProcessesValidation RulesCustom Objects ConfigurationThird-party integrations
Maintain a high-level familiarity with other internal systems/business application capabilities and scope definition to make recommendations about potential upstream/downstream integration or functionality intersection points.Support the day-to-day running of the business within HubSpot, which includes interacting with business users and technology partners, in support of the HubSpot CRM environment.Integration and management of third-party platforms (i.e. SMS vendors).Promote and train HubSpot usage in our school, state, and national teamsWork closely with the organization's leadership to maintain Hubspot and other systems in alignment with the direction and mission of the companyMaintain Hubspot and relevant connected marketing technology systems to ensure fully optimized operation and performing at maximum efficiencyRegularly QA systems and integrations to ensure they are functioning properlyManage and scrub data to ensure a clean, accurate databaseManage and support all marketing and enrollment related systems including translating business requirements into system adjustments, modifications, and configurations.Manage and ensure accurate, functional integration between all enterprise databases including SIS, student registration systems, and other inter-dependent systems.
Marketing and Workflow Administration
Support Marketing's use of HubSpot, including assisting with mailing list generation/cleanup as needed and helping Marketing automate processes related to campaigns.Coordination with marketing vendors for coordination with digital marketing campaigns including set-up, monitoring, and reportingConduct marketing and enrollment audits with recommendationsUse analysis to understand how to most effectively measure campaigns and other key metrics of the companyDevelop and maintain lead scoring and provide recommendations for optimizationsDevelop, deploy and maintain workflows and automation to drive enrollmentDigitally design and develop loyalty programs that leverage the HubSpot platformIntimately understand segmentation and appropriately segment lists into relevant groupsDesign and launch various campaigns based on parameters set by the marketing leadershipResearch best practices, trends, and new technology to increase the effectiveness of digital marketing initiativesProject Management, Business Analysis, Quality Assurance
Participate in system implementation projects including but not limited to: requirements gathering/tracing, documentation support, systems configurations, test documentation/execution, root cause analysis/tracing, and resolution.Lead, monitor, and report on all HubSpot-related initiatives including documenting business cases, project objectives, success criteria, timeline, and other constraints to ensure on-time, successful completion of HubSpot-related or marketing and enrollment initiatives.Ensure all projects meet success criteria by testing all improvements, processes, and procedures work as intendedMaintain updated system documentation and HubSpot policies/procedures on all system and process improvements YoY.Interface with teams across the business including Marketing, Operations, Business, Governance, etc to facilitate business requirements and related dutiesPrepare training documentation, resources, and conduct training and other supports to ensure staff can properly implement/utilize improvementsReporting Analytics
Monitor, review, analyze and report on all marketing automation initiativesMonitor, review, analyze to ensure accuracy and report on all relevant KPIs to stakeholdersUse appropriate data analysis techniques to conclude, from data, how to describe, predict, and improve business performance.Understand and be able to properly different disciplines, such as computer programming, mathematics, and statistics, to help CSUSA make better business decisions.Coordinate with IT to ensure that marketing and enrollment data is integrated as appropriate for use by other relevant stakeholders.Provide custom reports, data, and metrics as needed for key executivesCreate advanced reports and dashboard views for a variety of users throughout the network**MAY PERFORM OTHER DUTIES AS ASSIGNED**
DISCLAIMERThe above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
SKILLS AND KNOWLEDGE
Demonstrates enthusiasm and commitment toward the job and the mission of the company; supports company's goals and strategic priorities.Works and interacts with staff and relates to individuals at all levels of the organization; relates to individuals at all levels. As unique situations present themselves, the incumbent must be sensitive to corporate needs, employee goodwill, and the public image.Demonstrated ability to lead people and get results through others.Think ahead and plan over a 1-2 year time span.Must be able to effectively respond to questions from employees, managers, and outside entities.Problem analysis and problem resolution at a functional level.Includes staff in planning, decision-making, facilitating, and process improvement; makes self available to staff; and develops subordinates' skills and encourages growth.Looks for ways to improve and promote quality and demonstrates accuracy and thoroughness. Strives to research, evaluate and implement best practices.Ability to organize and manage multiple priorities; ability to work with large amounts of data, detect errors and prepare business reports.Models excellent interpersonal skills between all constituents: being courteous, professional, and helpful; demonstrates a high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires demonstrated poise, tact, and diplomacy.Demonstrates excellent oral (including presentations), written, interpersonal (active listening), skills and ability in negotiating and influencing; great phone etiquette.Strong track record for analyzing complex problems/issues, identifying patterns, and recommending creative solutions.Proactive and takes initiative. Thinks creatively. Drives projects to completion. Insists on the highest level of quality.WORK ENVIRONMENTThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Usual office working conditions.PHYSICAL DEMANDS
No physical exertion is required.Required to sit for long periods of time.Travel within the CSUSA network of schoolsLight work: Exerting up to 20 pounds of force occasionally, and/or up-to 10 pounds of force as frequently as needed to move objects.
TERMS OF EMPLOYMENTSalary and benefits shall be paid consistent with CSUSA salary and benefit policy. Length of the work year and hours of employment shall be those established by Charter Schools USA.
FLSA OVERTIME CATEGORYJob is exempt from the overtime provisions of the Fair Labor Standards Act.
EVALUATIONPerformance will be evaluated in accordance with Charter Schools USA's policy.
DECLARATIONHuman Resources retains the sole right and discretion to make changes to this job description. Any employee making changes unauthorized by the CEO or the Senior Director of Human Resources will be subject to disciplinary action up to and including termination.
JOB REQUIREMENTS
A bachelor's or higher degree with an advanced degree preferred in Information Technology, Business Administration, Marketing, or Education or equivalent combination of education and/or experienceMinimum of 4 years experience in CRM administration and/or business analysis with evidence of increasing responsibility.Relevant CRM certifications is a plus.Must have excellent interpersonal skills.Evidence of the practice of a high level of confidentiality.Excellent experience with Microsoft Office (Word, Excel, PowerPoint), demonstrated skills in database management.
JOB PURPOSE
The
CRM Administration Analytics Manager
brings Marketing, Enrollment, and Loyalty strategies to life on the CRM platform. Using automation, the CRM, conversion tools as well as reporting and analytics a HubSpot administrator implements and iterates on business processes to attract strangers into prospects, engage prospects into customers, and delight customers into promoters. He or she is responsible for aiding in adoption, improving existing processes, and deploying new business processes to improve KPIs and drive growth at CSUSA. The ideal candidate is a self-motivated, dynamic problem solver who is committed to learning and personal development and thrives in a self-starter environment.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Database Management, Administration, and Workflows
Have in-depth knowledge of the entire CRM platform (Currently HubSpot)Understand all aspects of HubSpot configuration and technical/functional capabilitiesManage new user setups and deactivation, including transferring ownership of contacts/deals for deactivated users.Understand and manage security settings for all users.Build and manage dashboards, reports, layouts, process automation, and other configurable parts of the interface for end-users, and other capabilities including:PropertiesRoles and securityFlows and ProcessWorkflow Rules Approval ProcessesValidation RulesCustom Objects ConfigurationThird-party integrations
Maintain a high-level familiarity with other internal systems/business application capabilities and scope definition to make recommendations about potential upstream/downstream integration or functionality intersection points.Support the day-to-day running of the business within HubSpot, which includes interacting with business users and technology partners, in support of the HubSpot CRM environment.Integration and management of third-party platforms (i.e. SMS vendors).Promote and train HubSpot usage in our school, state, and national teamsWork closely with the organization's leadership to maintain Hubspot and other systems in alignment with the direction and mission of the companyMaintain Hubspot and relevant connected marketing technology systems to ensure fully optimized operation and performing at maximum efficiencyRegularly QA systems and integrations to ensure they are functioning properlyManage and scrub data to ensure a clean, accurate databaseManage and support all marketing and enrollment related systems including translating business requirements into system adjustments, modifications, and configurations.Manage and ensure accurate, functional integration between all enterprise databases including SIS, student registration systems, and other inter-dependent systems.
Marketing and Workflow Administration
Support Marketing's use of HubSpot, including assisting with mailing list generation/cleanup as needed and helping Marketing automate processes related to campaigns.Coordination with marketing vendors for coordination with digital marketing campaigns including set-up, monitoring, and reportingConduct marketing and enrollment audits with recommendationsUse analysis to understand how to most effectively measure campaigns and other key metrics of the companyDevelop and maintain lead scoring and provide recommendations for optimizationsDevelop, deploy and maintain workflows and automation to drive enrollmentDigitally design and develop loyalty programs that leverage the HubSpot platformIntimately understand segmentation and appropriately segment lists into relevant groupsDesign and launch various campaigns based on parameters set by the marketing leadershipResearch best practices, trends, and new technology to increase the effectiveness of digital marketing initiativesProject Management, Business Analysis, Quality Assurance
Participate in system implementation projects including but not limited to: requirements gathering/tracing, documentation support, systems configurations, test documentation/execution, root cause analysis/tracing, and resolution.Lead, monitor, and report on all HubSpot-related initiatives including documenting business cases, project objectives, success criteria, timeline, and other constraints to ensure on-time, successful completion of HubSpot-related or marketing and enrollment initiatives.Ensure all projects meet success criteria by testing all improvements, processes, and procedures work as intendedMaintain updated system documentation and HubSpot policies/procedures on all system and process improvements YoY.Interface with teams across the business including Marketing, Operations, Business, Governance, etc to facilitate business requirements and related dutiesPrepare training documentation, resources, and conduct training and other supports to ensure staff can properly implement/utilize improvementsReporting Analytics
Monitor, review, analyze and report on all marketing automation initiativesMonitor, review, analyze to ensure accuracy and report on all relevant KPIs to stakeholdersUse appropriate data analysis techniques to conclude, from data, how to describe, predict, and improve business performance.Understand and be able to properly different disciplines, such as computer programming, mathematics, and statistics, to help CSUSA make better business decisions.Coordinate with IT to ensure that marketing and enrollment data is integrated as appropriate for use by other relevant stakeholders.Provide custom reports, data, and metrics as needed for key executivesCreate advanced reports and dashboard views for a variety of users throughout the network**MAY PERFORM OTHER DUTIES AS ASSIGNED**
DISCLAIMERThe above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
SKILLS AND KNOWLEDGE
Demonstrates enthusiasm and commitment toward the job and the mission of the company; supports company's goals and strategic priorities.Works and interacts with staff and relates to individuals at all levels of the organization; relates to individuals at all levels. As unique situations present themselves, the incumbent must be sensitive to corporate needs, employee goodwill, and the public image.Demonstrated ability to lead people and get results through others.Think ahead and plan over a 1-2 year time span.Must be able to effectively respond to questions from employees, managers, and outside entities.Problem analysis and problem resolution at a functional level.Includes staff in planning, decision-making, facilitating, and process improvement; makes self available to staff; and develops subordinates' skills and encourages growth.Looks for ways to improve and promote quality and demonstrates accuracy and thoroughness. Strives to research, evaluate and implement best practices.Ability to organize and manage multiple priorities; ability to work with large amounts of data, detect errors and prepare business reports.Models excellent interpersonal skills between all constituents: being courteous, professional, and helpful; demonstrates a high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires demonstrated poise, tact, and diplomacy.Demonstrates excellent oral (including presentations), written, interpersonal (active listening), skills and ability in negotiating and influencing; great phone etiquette.Strong track record for analyzing complex problems/issues, identifying patterns, and recommending creative solutions.Proactive and takes initiative. Thinks creatively. Drives projects to completion. Insists on the highest level of quality.WORK ENVIRONMENTThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Usual office working conditions.PHYSICAL DEMANDS
No physical exertion is required.Required to sit for long periods of time.Travel within the CSUSA network of schoolsLight work: Exerting up to 20 pounds of force occasionally, and/or up-to 10 pounds of force as frequently as needed to move objects.
TERMS OF EMPLOYMENTSalary and benefits shall be paid consistent with CSUSA salary and benefit policy. Length of the work year and hours of employment shall be those established by Charter Schools USA.
FLSA OVERTIME CATEGORYJob is exempt from the overtime provisions of the Fair Labor Standards Act.
EVALUATIONPerformance will be evaluated in accordance with Charter Schools USA's policy.
DECLARATIONHuman Resources retains the sole right and discretion to make changes to this job description. Any employee making changes unauthorized by the CEO or the Senior Director of Human Resources will be subject to disciplinary action up to and including termination.
JOB REQUIREMENTS
A bachelor's or higher degree with an advanced degree preferred in Information Technology, Business Administration, Marketing, or Education or equivalent combination of education and/or experienceMinimum of 4 years experience in CRM administration and/or business analysis with evidence of increasing responsibility.Relevant CRM certifications is a plus.Must have excellent interpersonal skills.Evidence of the practice of a high level of confidentiality.Excellent experience with Microsoft Office (Word, Excel, PowerPoint), demonstrated skills in database management.