Implementation Specialist

Set 2 Close is a HubSpot Elite Partner agency passionate about empowering businesses to maximize their sales and marketing potential. We partner with fast-growing startups and established mid-sized firms across North America, Australia, and Europe to deliver advanced inbound sales, marketing systems, and complex tech stack integrations. Our culture and operating philosophy are anchored by five core values:

• TEAM (Trust, Empathy, Accountability, Mastery) : We lead with trust, practice empathy, own our outcomes, and relentlessly pursue mastery.
• Partner Growth is our Obsession : We build relationships that compound over time, measuring ourselves by what our partners achieve.
• Data Informed, Outcome Driven : We do not guess when we can measure; every decision is traceable to evidence and accountable to a result.
• Professional Excellence, Every Day : Our partners deserve an expert in the room, every time. Excellence is our minimum standard.
• Never Walk Alone : No partner faces a challenge without us beside them, and no team member carries a problem alone. One unit. One scoreboard.

The Role : Execute, implement, and develop work assigned by the Implementation Team Manager, ensuring the technical plans laid out by the account manager are accurately and effectively implemented.

Responsibilities :

• Implementation : Execute tasks related to the implementation of CRM systems (HubSpot, Salesforce, GoHighLevel, Zoho, Microsoft Dynamics), Supered, Docs, Excel, Data Hygiene, Admin, etc.
• Development : Develop workflows, automation, and integrations within the CRM systems to align with client requirements.
• Reporting : Communicate weekly reports to the Implementation Team Manager.
• Collaboration : Engage in daily communications with team members to achieve project objectives.
• Quality Assurance : Ensure the accuracy and efficiency of the implementation work.
• Documentation : Maintain detailed records of implementations and updates.

Qualifications :

• Education : Bachelor's degree in Computer Science, Information Technology, or related field is preferred.

Required Skills :

• Technical Expertise : Proficiency in HubSpot, Microsoft Dynamics, Salesforce, GoHighLevel, Zoho, Asana, Google Suite, Microsoft Suite.
• Additional Skills : Knowledge of API integrations, workflow automation, and data management.
• Certifications : Certifications in relevant CRM platforms are preferred.
• Basic understanding of logic and solving logic based problems is a must-have.

Preferred Skills :

• Tools and Technologies :
• CRM : HubSpot, Salesforce, GoHighLevel, Zoho
• Project Management : Proficiency in tools such as Asana, Trello, or Jira
• Communication : Familiarity with Slack, Microsoft Teams, and email communication
• Other Tools : Basic knowledge of programming languages (e.g., Python, JavaScript) is a plus.