Revinfinity

Role Description RevInfinity is seeking a highly skilled and detail-oriented CRM Migration Consultant to join our remote team. This role specifically focuses on migrating CRM data from HubSpot to Salesforce. The ideal candidate will have expertise in data migration, CRM integrations, and system optimization. Initially, the position offers 10 flexible hours per week, with the potential to expand based on project requirements. Responsibilities: - Lead and manage the migration of CRM data from HubSpot to Salesforce, ensuring accuracy and data integrity throughout the process. - Map and transform data from HubSpot into the Salesforce format, ensuring the seamless transfer of information between systems. - Configure Salesforce to align with client needs, integrating it with other business tools and ensuring the system supports sales, marketing, and customer success teams effectively. - Set up automated workflows in Salesforce to streamline sales and marketing processes, integrating with existing client workflows. - Perform comprehensive testing during the migration process, troubleshooting any issues that arise to ensure the data transfer is flawless. - Provide training and ongoing support to clients and internal teams, ensuring they maximize the use of Salesforce after the migration. - Continuously monitor the CRM system, identifying opportunities for improvement and optimizing Salesforce for client needs. - Document the migration process, providing detailed reports on data accuracy, migration challenges, and performance improvements. Qualifications - Proven experience in migrating data from HubSpot to Salesforce. - Strong understanding of both HubSpot and Salesforce platforms, including CRM data structure, system configuration, and automation features. - Expertise in data mapping, data transformation, and integration tools. - Strong problem-solving skills with the ability to troubleshoot and resolve complex CRM migration challenges. - Experience with Salesforce configuration, customizations, and workflow automation. - Ability to work independently and manage time effectively in a remote environment. - Excellent communication skills to liaise with both technical and non-technical teams and clients. Benefits - Work on impactful CRM migration projects, particularly between leading CRM platforms like HubSpot and Salesforce. - Enjoy a flexible work schedule with an initial commitment of 10 hours per week, with potential for growth. - Opportunity for professional development and long-term collaboration with a dynamic, growing consultancy. - Create a schedule that works for you while making a significant impact on client success.

• Develop and manage advanced workflows within Clay.com for CRM enrichment, lead scoring, and targeted lead generation aligned with client business goals. • Expertly integrate Clay.com into marketing, sales, and customer success workflows, leveraging automation to streamline processes. • Conduct thorough data analysis using Clay’s tools, interpreting enriched data to provide actionable insights that drive strategic decisions and increase revenue. • Continuously monitor and optimize operational workflows, identifying opportunities for improvement and increased efficiency. • Train and support internal and client teams on effectively utilizing Clay.com, ensuring maximum value and efficiency. • Address and resolve technical challenges, customize workflows to client-specific business needs, and proactively suggest solutions. • Stay updated with Clay.com’s latest features, RevOps best practices, and emerging industry trends to recommend and implement innovative strategies. • Provide comprehensive performance reports highlighting workflow effectiveness, automation efficiency, and areas for improvement.