Who is Veracity?
Penicillin changed medicine. The Beatles changed music. And Veracity Insurance Solutions is changing insurance (listen, we can’t all be doctors and musicians). We’re growing fast, and we’re practically three companies in one: a direct-to-consumer insurance provider, a brokerage helping agents satisfy customers’ insurance needs, and a software firm helping agencies and states make complex tax filings simple.
We’re growing and want you to be a part of it. We are currently looking for an experienced CRM Admin to join our team.
Summary:
As the remote CRM Admin, you are a tech-savvy professional who manages and customizes the CRM systems to align with the organization’s objectives. You will oversee the CRM system’s functionality, customize it to fit the company’s needs, manage user access and group permissions, create reports and dashboards, provide technical support to end users and stakeholders, and interface with the Development, Product, and Marketing teams regarding APIs, data integrity, reports, tickets. You will play a critical role in optimizing the CRM’s performance and ensuring its effective utilization across the organization.
Key Responsibilities:
- Understand the commercial operation, challenges, and objectives of each team; improve their operation through CRM administration and consultation.
- Provide system administration support for the CRM, focusing on user permissions, custom objects, workflows, webhooks, web forms, playbooks, sequences, deal stages, deal sources, lead scoring, and profile management.
- Responsible for managing the CRM contract(s) with the VP on their management, negotiation, and execution.
- Create, manage, and optimize complex workflow rules, data validation, and approval processes.
- Create and manage custom objects, fields, formulas, record types, page layouts, reports, and dashboards.
- Analyze data to provide insights into team operation, effectiveness, and productivity.
- Work closely with other team members to capture business requirements and implement CRM solutions.
- Coordinate and support integrations with third-party apps, plugins, and tools including but not limited to the back-end CRM & other systems, Google Ads, Facebook Ads, WordPress, Sakari, RingCentral, etc.
- Support daily troubleshooting, bug fixing, user adoption, training, and documentation.
- Identify and resolve data anomalies, maintaining high data integrity.
- Required to perform other duties as requested, directed, or assigned.
Requirements and Qualifications:
- 2+ years of Hubspot CRM Administration experience. Experience working directly with Marketing and Sales teams and implementing their requirements in the CRM system.
- Ability to administer and configure a CRM system (custom objects, workflows, permissions, etc.).
- Familiarity with automating business processes, creating reports/dashboards, and data analysis/modeling.
- Strong communication, collaboration, and problem-solving skills.
Why Veracity?
Here at Veracity, you’ll be part of a team of trailblazers and visionaries. We’re not just revolutionizing the way people “do” insurance; we are creating a whole new paradigm. Here, you will experience a vibrant and inclusive workplace where your ideas matter! With us, you have a chance to:
- Engage in groundbreaking projects that are reshaping the insurance landscape.
- Collaborate with a group of dedicated, like-minded professionals.
- Experience a culture that prioritizes growth and development.
Perks:
- Health, dental, and vision plans.
- Amazing work-life balance with 4 weeks of Paid Time Off.
- 9 Paid Company Holidays with 2 floating holidays.
- 401K Programs with employer match.
- Personal assistant programs for support in a healthy personal and work life.
