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The position leads end-to-end onboarding, performs needs assessments, configures setups, and supports change management while collaborating with internal sales, marketing, and inbound success teams. 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This role involves working closely with clients and internal teams to deliver training, basic technical support, and HubSpot (or other CRMs) setup tailored to each client’s specific needs and objectives. The CRM Onboarding Specialist will play a key role in enabling client success, supporting change management efforts, and optimising CRM functionality to achieve desired business outcomes. |\n| ROLE TASKS & RESPONSIBILITIES\u003Cbr>Client Onboarding\u003Cbr>● Conduct thorough assessments of client needs and existing systems, developing tailored onboarding strategies that align with client expectations and objectives.\u003Cbr>● Lead the end-to-end HubSpot onboarding process for clients including, implementing and managing the onboarding process, change management process for the client, and seamless transition to HubSpot (or other CRM) .\u003Cbr>● Collaborate with clients during the onboarding period to ensure optimal setup for both long and short-term goals.\u003Cbr>Client Training and Support\u003Cbr>● Design and deliver comprehensive training sessions for clients on the use of HubSpot and other relevant tools, ensuring that users are equipped |\n\nSpitfire Inbound (Pty) Ltd, 103 Central Street, Houghton, Johannesburg, 2041. Regn No 2016/165091/07, Directors: Grant R Leishman CA(SA), Darren J  \nLeishman  \nThe contents of this document and all attachments are owned by Spitfire Inbound (Pty) Ltd. and are protected by all trademark, intellectual property and copyright laws. Therefore, you must treat the contents of this document like any other copyright material, by viewing or copying any elements within this document you do not become the owner of the materials and all copies thereof. All rights protected in this Agreement, including intellectual property, concepts, designs, graphics and all variations thereof. All contents will remain the property of Spitfire Inbound (Pty) Ltd. unless written authority is granted by the company.  \nwith the necessary knowledge and skills to leverage the platforms effectively.  \n● Provide ongoing support and consultancy to clients through-out the onboarding period, addressing their queries and concerns promptly to enhance user satisfaction and promote successful tool adoption.  \n● Develop documentation and resources to facilitate self-learning among clients and team members, ensuring they have access to valuable information and guidance.  \nClient Success Management  \n● Offer strategic guidance to clients to assist in achieving their specific KPIs, proactively identifying areas for improvement and providing recommendations for optimisation.  \n● Maintain regular communication with clients to gather feedback, assess satisfaction levels, and make necessary adjustments to the onboarding process and ongoing support.  \n● Foster strong relationships with clients, acting as their primary point of contact and advocate within the organisation to ensure their needs are met.  \nCollaboration with Internal Teams  \n● Collaborate closely with the sales, marketing, and inbound success teams to ensure alignment of strategies and execution plans, promoting a cohesive approach to client engagement.  \n● Act as a liaison between clients and various internal departments, facilitating effective communication and ensuring all parties are informed and aligned on project objectives.  \n● Support team members and stakeholders in understanding client requirements and expectations to enhance service delivery and project outcomes.  \nReporting and Data Analysis  \n● Collect and analyse data related to client performance and onboarding processes, providing insights and reports to the Head of Onboarding to inform decision-making and strategy adjustments","cbCainEBxpi4QRLB","https://ap.wps.com/l/cbCainEBxpi4QRLB","pdf",151589,"English","# Job Description\n## Role Purpose\n## Role Tasks and Responsibilities\n### Client Onboarding\n### Client Training and Support\n### Client Success Management\n### Collaboration with Internal Teams\n### Reporting and Data Analysis\n### Continuous Learning and Improvement\n## Technical Skills","[{\"question\":\"What is the CRM Onboarding Specialist’s main purpose?\",\"answer\":\"To guide clients through a seamless onboarding experience, ensuring they get full value from HubSpot (or other CRM) investments through training, basic technical support, and tailored setup.\"},{\"question\":\"Which tasks does the role perform during client onboarding?\",\"answer\":\"It conducts needs assessments, develops tailored onboarding strategies, leads end-to-end onboarding and change management, and collaborates with clients to ensure both short- and long-term goals are met.\"},{\"question\":\"How does the role support reporting and performance optimisation?\",\"answer\":\"It collects and analyzes client performance and onboarding data, uses tools to track satisfaction metrics, and contributes to reporting frameworks and dashboards for strategic decision-making.\"}]","CRM Onboarding Specialist - Job Description | PDF",1789345042]