Operations Specialist

4 days ago

Milwaukee, Wisconsin, United States ECP Full time
About ECP

ECP is a market-leading SaaS solution that empowers senior living communities to deliver exceptional care to their residents. With a presence in over 6,500 communities worldwide, we're committed to expanding our reach and enhancing our services.

Job Summary

We're seeking an Operations Specialist to play a pivotal role in understanding our business operations, identifying areas for improvement, and developing efficient processes within our CRM system (HubSpot). This individual will work closely with department leaders to ensure our CRM processes align with business objectives, drive productivity, and capture revenue growth.

Key Responsibilities
  • Act as HubSpot admin for our organization, supporting and creating workflows, custom objects, and integrations to meet our business needs.
  • Work cross-functionally with customer success, sales, business operations, finance, product, and marketing teams to identify and implement process improvements, share insights, and centralize information.
  • Manage and optimize the revenue operations process, from lead generation to customer acquisition and retention.
  • Develop reporting to help our business leaders make informed decisions with improved visibility.
  • Identify opportunities to drive revenue, such as go-to-market strategies and sales process improvements.
  • Use data and analytics to measure and improve performance, including tracking key metrics like lead conversion, customer health, and retention rates.
  • Oversee systems and data administration, recommending tools to improve data quality, analysis, and reporting.
  • Manage dashboards and build revenue forecasts to help teams understand business health and meet goals.
Requirements
  • Bachelor's degree in business, marketing, data science, computer science, or a related field.
  • 1+ years of experience with a CRM as a power user or admin.
  • 1-2 years of experience in revenue operations, consulting, banking, a tech start-up environment, or a related field is preferred.
  • Strong analytical and problem-solving skills, with experience using data and analytics to improve performance.
  • Strong project management skills, with the ability to prioritize and manage multiple tasks and projects.
  • Flexibility and adaptability to change.
  • Excellent communication and collaboration skills, with the ability to work effectively with a team.
  • Knowledge of the sales process and the company's target audience and goals.
  • Ability to conduct market and customer research to identify opportunities for growth.
  • Strong Microsoft Office skills.

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