
51 - 200 employees
đź’Ľ Consulting
🤝 Non-profit
đź’¸ Finance
đź’° Private equity on 2024-07
Consulting • Non-profit • Finance
Carey & Co. is a nonprofit-focused consulting firm that provides outsourced leadership, finance, HR, fundraising, operations, and technology services to mission-driven organizations. The firm offers outsourced CFO and accounting support (including grant and donation management, fund accounting, FP&A, and Sage Intacct services), interim staffing for finance and development roles, HR solutions (policy, benchmarking, talent strategy, interim HR leadership), strategic planning, board and CEO coaching, fundraising campaign planning and management, and technology audits and cybersecurity. Carey & Co. helps nonprofits streamline processes, improve financial transparency and oversight, manage transitions and crises, and optimize organizational performance to advance their missions.
🔥 8 minutes ago
🦌 Connecticut, New Jersey, +4 more states – Remote
đź’µ $72k - $87k / year
⏰ Full Time
🟡 Mid-level
đźź Senior
⚙️ Operations
đź‘» Ghost score 0%
Where this job comes from
Posted on Carey & Co's careers page, not through a job board
First seen by Remote Rocketship 8 minutes ago
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51 - 200 employees
đź’Ľ Consulting
🤝 Non-profit
đź’¸ Finance
đź’° Private equity on 2024-07
Consulting • Non-profit • Finance
Carey & Co. is a nonprofit-focused consulting firm that provides outsourced leadership, finance, HR, fundraising, operations, and technology services to mission-driven organizations. The firm offers outsourced CFO and accounting support (including grant and donation management, fund accounting, FP&A, and Sage Intacct services), interim staffing for finance and development roles, HR solutions (policy, benchmarking, talent strategy, interim HR leadership), strategic planning, board and CEO coaching, fundraising campaign planning and management, and technology audits and cybersecurity. Carey & Co. helps nonprofits streamline processes, improve financial transparency and oversight, manage transitions and crises, and optimize organizational performance to advance their missions.
• Own CRM governance and data hygiene, including forms, workflows, lists, notifications, and object associations; archive inactive or duplicate records. • Design and maintain lead stages, routing, scoring, and qualification criteria with the sales team, including website forms routing into HubSpot. • Build executive and team dashboards and reports covering new business, wins and losses, cross-sell opportunities, pipeline activity, revenue trends, and forecasting metrics. • Support email campaign setup and tracking, segmentation, automated workflows, and webinar and event promotion in HubSpot. • Maintain source attribution and ROI tracking. • Connect LinkedIn and prospect research, enrichment, and outreach tools to HubSpot, and vet prospect data before it enters the CRM. • Translate sales and marketing needs into practical CRM workflows, standardize processes across multiple firms, and reduce manual work through automation. • Serve as the internal HubSpot expert, troubleshoot user issues, document the system, and help the team adopt HubSpot using available training resources. • Coordinate with outside CRM and marketing technology vendors and recommend system improvements.
• 3+ years in sales, revenue, or marketing operations with HubSpot as the primary CRM. • Hands-on HubSpot administration across sales and marketing; experience with Professional-tier Marketing, Sales, and Service Hubs preferred. • Track record improving CRM data quality and building dependable pipelines, workflows, and reports. • Good judgment about when to automate and when a person needs to review the work. • Clear communication and the ability to turn sales and marketing needs into practical systems. • HubSpot certifications preferred. • Experience standardizing processes across multiple business entities, or integrating LinkedIn, prospecting, or enrichment tools with HubSpot, a plus.
• Opportunity to support mission-driven organizations making an impact. • Ownership of a CRM that sales, marketing, and leadership rely on every day. • Fully remote, flexible work environment. • Collaborative and supportive team culture.
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