CRM Consultant (Salesforce and HubSpot) for Sora Union

Talent is everywhere, opportunity is not. Sora Union changes that.

Sora Union a globally distributed professional services company that specializes in Design, Software Engineering, and QA services. Our experienced talent comes from communities where there is displacement or risk of displacement due to conflict or climate change. We provide services to global companies and start-ups across various industries, including healthcare, financial services, technology, and education.

As Data Analyst (CRM Consultant), you will play a key role in driving sales efficiency and operational excellence.  Leveraging your expertise in Salesforce and HubSpot, you’ll fine-tune our systems, implement data-driven insights, and foster collaboration to accelerate revenue growth.

Key Responsibilities

Salesforce Administration and Optimization

• Customize and maintain Salesforce to meet the needs of sales, marketing, product, and management teams.
• Configure workflows, automation rules, and task reminders to support sales operations and client service functions.
• Create and manage user profiles, roles, and permissions while ensuring data security and accuracy.
• Implement and refine data validation rules, custom fields, and workflows to enhance client profiles.

User Support and Training

• Provide ongoing support to Salesforce users, addressing questions and promoting best practices.
• Develop and deliver training sessions and resources (e.g., videos, guides) to enable effective use of Salesforce and HubSpot.
• Update training materials and documentation as workflows or tools evolve.

Data Management and Analysis

• Maintain data integrity and conduct regular clean-ups within Salesforce.
• Partner with marketing on audience segmentation and email list management.
• Build business intelligence dashboards and reports to analyze sales performance and marketing effectiveness.
• Track and interpret key metrics, such as client engagement and pipeline velocity.

Workflow and Process Optimization

• Collaborate with cross-functional teams to identify and implement process improvements.
• Establish a clear pipeline management process, automating tasks to improve efficiency and visibility.
• Develop automated workflows to streamline client service functions, including follow-ups and task tracking.
• Implement a ticketing system within Salesforce/HubSpot to track client issues and support activities.
• Create management dashboards to evaluate progress and drive strategic decisions.

Integration and App Management

• Integrate Salesforce with other tools (e.g., ticketing systems, marketing automation tools) for seamless data flow.
• Manage and optimize third-party Salesforce/HubSpot apps to align with operational needs.
• Oversee integrations for BI tools, email marketing platforms, and document management systems.

Qualifications

• Bachelor’s degree in business, information systems, or a related field (preferred).
• 5+ years of experience in data analysis or operations.
• Minimum 3 years as a Salesforce Admin/Consultant; ADM 201 certification preferred.
• Proficiency in Salesforce custom objects, workflows, and reporting.
• Strong understanding of HubSpot and its integration with Salesforce.
• Expertise in data management, analysis, and reporting; experience with BI tools like Power BI, Tableau, or Looker is a plus.
• Background in the asset and wealth management industry is advantageous.
• Excellent organizational, and project management skills.
• Strong analytical mindset with attention to detail.
• Startup experience preferred.

Sora Union is committed to creating and fostering a diverse team. We encourage people from underrepresented backgrounds and all walks of life to apply. We are committed to providing reasonable accommodations to all applicants throughout the application process.