Hubspot Support and Operations Specialist

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.