• Collaborate with clients and internal stakeholders to gather and document business requirements for CRM solutions • Design, configure, and customize Dynamics 365 CE/CRM to meet client needs, with a focus on Sales, Customer Service, and Marketing modules • Develop comprehensive CRM documentation, including functional and technical specifications, user manuals, and training materials • Provide training and support to clients' end-users, ensuring a smooth transition to the new CRM system • Conduct quality assurance testing to validate system functionality and ensure it aligns with client requirements • Assist in data migration and integration efforts as needed • Stay current with the latest CRM and Microsoft technologies and share your knowledge with the team • Troubleshoot and resolve issues related to the CRM system, maintaining excellent communication with clients throughout

• Own a portfolio of our most important accounts, driving adoption, retention, and expansion • Work closely with late-stage prospects and existing customers, helping them create fast and impactful value with Weflow • Own retention and expansion across your book, turning strong onboarding and deep adoption into renewals and growth • Ensure seamless onboarding, adoption, retention, and revenue expansion • Build our Customer Success function from scratch and develop a strong network across the RevOps and Sales community globally

• Own a portfolio of our most important accounts, driving adoption, retention, and expansion • Work closely with late-stage prospects and existing customers, helping them create fast and impactful value with Weflow • Own retention and expansion across your book, turning strong onboarding and deep adoption into renewals and growth • Be an integral part of our customer journey, ensuring seamless onboarding, adoption, retention, and revenue expansion • Build our Customer Success function from scratch and develop a strong network across the RevOps and Sales community globally

• Build, maintain, and troubleshoot HubSpot workflows that support lead management, lifecycle stage progression, sales handoffs, customer onboarding, retention, and internal notifications. • Configure and manage HubSpot properties, lists, forms, lead statuses, lifecycle stages, and segmentation logic. • Maintain CRM data quality through regular audits, database hygiene, duplicate management, list cleanup, and process documentation. • Create and manage MQL and SQL definitions, lead scoring models, lead qualification logic, and lead routing workflows. • Support campaign launches by ensuring forms, lists, workflows, tracking, routing, and reporting are properly configured in HubSpot. • Manage and troubleshoot HubSpot integrations with connected marketing, sales, analytics, and business development tools. • Build and maintain HubSpot dashboards and reports related to lead generation, funnel performance, campaign activity, pipeline health, and customer engagement. • Identify and resolve CRM setup, automation, data, reporting, and workflow issues that may impact marketing or sales performance. • Document HubSpot processes, workflow logic, naming conventions, reporting definitions, and CRM best practices. • Provide HubSpot guidance and technical support to internal teams and clients as needed. • Stay up to date with HubSpot platform updates, CRM operations best practices, marketing automation trends, and integration capabilities.