About the Role
As a Junior Delivery & Client Success Specialist, you will serve as the bridge between our innovative services and the healthcare practitioners our client supports. You'll partner closely with new and existing clients to ensure seamless onboarding, high adoption of virtual practice systems, and measurable business outcomes. This role requires a blend of client‑facing savviness, technical aptitude, and hands‑on experience designing and customizing HubSpot workflows, dashboards, and integration architectures.
Key Responsibilities
Client Onboarding & Ongoing Support
- Lead virtual kickoff sessions and training workshops for practitioners and their teams
- Develop clear, actionable implementation plans and timelines.
HubSpot Design & Configuration
- Customize HubSpot CRM, Sales Hub, and Service Hub to align with each client's practice workflow.
- Build and optimize pipelines, deal stages, custom properties, lists, and ...
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