• Develop and manage project plans for CRM integration projects within HubSpot. • Involved in every aspect of the project, including discovery, implementation, UAT, change management, and integrations. • Manage project scope, assess requirements, and effectively communicate with stakeholders to ensure successful delivery of projects. • Expertly manage project scheduling and budget planning. • Responsible for completing, distributing, and storing all project documentation. • Monitor and provide regular updates to ensure project progress aligns with client goals. • Articulate problems and bring the right people together to solve them with urgency. • Analyze project performance, identify areas for improvement, and manage project risks.

• Supports operations to optimize operational performance to achieve financial and service results • Manages project implementation and go live support • Ensures excellent customer relations and engages in high-priority interactions with clients • Expands and applies standard methodologies and configures Work Flows for clients • Responsible for smooth operation of multiple concurrent projects across diverse client base

• Manage projects from initiation to closure, ensuring adherence to deadlines, budget, and quality standards. • Develop project plans, timelines, and milestones in collaboration with stakeholders. • Monitor project progress and identify and resolve any issues or risks that may arise. • Coordinate with internal teams and external vendors to ensure project deliverables are met. • Conduct regular status meetings with team members and stakeholders to communicate progress and address any concerns. • Provide leadership and direction to project teams, motivating them to achieve project goals. • Maintain accurate project documentation and records. • Act as the primary point of contact for clients, managing their expectations and ensuring satisfaction with project outcomes.

• Embody and promote team values. • Set and achieve department objectives. • Monitor and optimize team performance and output. • Provide an exceptional customer journey and deepen client relationships. • Facilitate onboarding and offboarding processes. • Organize and relay necessary information for BAD Marketing success during client onboarding. • Offboard clients professionally, gather feedback, and contribute to process improvement. • Hold the team accountable for due dates, SOPs, training, and projects. • Discover new client needs and address them effectively. • Provide the highest standard of client care at all times. • Conduct client calls and maintain proactive communication. • Be proactive in communicating account standings with clients, presenting optimization or improvement plans.