The HubSpot Support and Operations Specialist at Champions Funding provides day-to-day HubSpot support, administration, training, and user assistance. This role serves as the primary contact for Account Executives and other users, troubleshooting issues and helping users effectively navigate HubSpot. The specialist also supports RingCentral, PandaDoc, and connected integrations while coordinating escalated issues with internal teams and vendors. ChatGPT Work will be used to assist with daily support, administration, training, and documentation.

Key Responsibilities

• Serve as the first point of contact for HubSpot questions and user support.

• Troubleshoot user issues and communicate resolutions and next steps.

• Lead recurring HubSpot office hours and provide practical user guidance.

• Escalate system defects, integration issues, and development requests to the HubSpot development team.

• Manage HubSpot user setup, permissions, teams, and record ownership.

• Support user onboarding and offboarding, including record reassignment.

• Train users through group sessions and one-on-one coaching for HubSpot and RingCentral.

• Stay current on HubSpot releases and features and incorporate relevant updates into training and support.

• Help users effectively utilize the Breeze AI assistant and provide basic prompting guidance.

• Create and maintain job aids, screenshot guides, video walkthroughs, FAQs, and knowledge base content.

• Use ChatGPT Work to assist with documentation, training, troubleshooting, and routine support tasks.

• Perform routine HubSpot administration, including duplicate merges, data imports, ownership assignments, views, lists, filters, and record associations.

• Provide day-to-day RingCentral and PandaDoc support and troubleshoot common user issues.

• Coordinate with the HubSpot development team, Information Technology, and vendors on escalated issues.

• Hands-on HubSpot administration and user support experience.

• Experience troubleshooting CRM and connected-system issues.

• Experience using Jira or another ticketing platform.

• Experience providing group and one-on-one user training.

• Strong communication skills and a service-oriented approach.

• CRM administration experience, including imports, duplicate merges, ownership assignments, and record associations.

• Experience creating job aids, knowledge base articles, guides, or training materials.

• Ability to prioritize support requests, document work accurately, and follow issues through resolution.

• Comfortable using ChatGPT Work as a daily assistant and reviewing its output for accuracy.

Preferred Qualifications

• Two years of experience using HubSpot or training sales teams on HubSpot.

• Mortgage industry experience, particularly in wholesale or correspondent lending.

• Experience supporting RingCentral and the HubSpot and RingCentral integration.

• Experience supporting PandaDoc, DocuSign, or similar electronic signature platforms.