RevOps Technical Specialist

🕒 May 2

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FMG

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2011

💸 Finance

☁️ SaaS

💰 Series A on 2016-08

Finance • Marketing • SaaS

FMG is a comprehensive marketing platform tailored specifically for financial advisors and related financial services industries, including broker-dealers, wealth management firms, and insurance agents. The company offers a suite of digital marketing tools designed to help build brands, engage with clients, and grow businesses through an all-in-one solution. FMG provides website tools, content marketing automation, social media management, and client communication solutions, focusing on making financial advisory marketing more accessible and effective. Known for its high customer satisfaction, FMG supports advisors in showcasing their expertise and improving client interaction with modern marketing strategies.

📋 Description

• Implement system enhancements with a focus on automating processes within HubSpot. • Work with the RevOps Business Analyst to build custom solutions that meet specific business needs, enhancing overall system efficiency and performance. • Regularly review and refine system workflows to optimize operational effectiveness. • Stay efficiency and scalability-minded when developing solutions, leveraging and building on existing architecture. • Collaborate with the Integrations Architect to maintain Make scenarios, ensuring seamless integration between various systems. • Identify areas for efficiency improvements or data cleanliness in HubSpot and Chargebee. • Create HubSpot reports and dashboards to provide actionable insights and monitor key business metrics. • Conduct thorough investigations to understand the root cause of system problems and implement effective solutions. • Maintain detailed documentation of troubleshooting processes and resolutions to facilitate knowledge sharing and future reference. • Work closely with IT, HubSpot support, Chargebee support, and external consultants to diagnose and resolve system issues.

🎯 Requirements

• 3-5 years experience with HubSpot is required. • Experience with Make, ClickUp, and Chargebee is a plus. • Strong understanding of RevOps processes and best practices. • Excellent troubleshooting and problem-solving skills. • Positive outlook and flexibility in embracing changes and evolving requirements. • Ability to manage multiple tasks and prioritize effectively. • Strong communication skills, both written and verbal. • Detail-oriented with a focus on data accuracy and system integrity. • Ability to work independently and as part of a team.

🏖️ Benefits

• Medical with $0 co-pay • Telehealth plan • Dental • Vision • Health Savings Account (HSA) with generous employer contributions • Flexible Spending Accounts (FSA) • Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage • Company-paid Short & Long Term Disability coverage • Company-paid Employee Assistance Program (EAP) • Matching 401(k) with immediate full vesting • On Demand Pay - allows access to a portion of your earned wages prior to the payday with same day deposit • Internet & Gym Reimbursement!