Apply on Indeed or via our website: https://www.marketveep.com/careers/fractional-onboarding-specialists
* This is a fractional (part-time) role. Hours are not guaranteed.
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Guide clients through HubSpot onboarding, set up their systems strategically, and ensure smooth project execution. Here’s what you’ll focus on:
- HubSpot Onboarding Consultation: Lead clients through the HubSpot onboarding process, guiding them step by step to ensure a smooth and efficient implementation of Marketing Hub, Sales Hub, and/or Service Hub.
- Client HubSpot Training: Host meetings to provide hands-on training, share best practices, and give setup advice so clients can confidently use HubSpot for their business goals.
- Project Management: Ensure onboarding projects stay on schedule, within scope, and aligned with client expectations, coordinating closely with the production team for timely execution.
- Client Satisfaction: Monitor client progress and feedback throughout onboarding, proactively address concerns, and ensure deliverables meet standards—generating positive client reviews, testimonials, and overall satisfaction.
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Your Professional Experience:
- 5+ years of hands-on experience with HubSpot, including Marketing Hub, Sales Hub, and/or Service Hub, with the ability to guide clients through setup and best practices.
- 2+ years of agency experience
- Experience in client onboarding, customer success, or account management, preferably with SaaS or CRM platforms.
- Proven project management skills, with experience keeping projects on schedule, within scope, and aligned with client expectations.
- Strong client-facing experience, including hosting meetings, providing training, and presenting technical concepts in an accessible way.
- Track record of driving client satisfaction, including gathering feedback, addressing concerns, and generating positive client reviews or testimonials.
- Excellent communication and organizational skills, with the ability to coordinate across internal teams and manage multiple client projects simultaneously.
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What You’re Obsessed With:
- HubSpot mastery, staying up to date on features and best practices.
- Helping clients succeed and feel confident with new tools.
- Making complex software simple and understandable.
- Keeping projects organized, on time, and within scope.
- Providing clear, actionable guidance that drives results.
- Gathering feedback and turning it into positive client experiences.
- Collaborating with internal teams to deliver seamless onboarding.
- Seeing measurable impact from your work through client satisfaction and success.
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A Day in the Life…
Your day starts with reviewing ongoing client onboarding projects, checking progress, and ensuring everything is on track and within scope. You lead client meetings to provide training, share best practices, and offer setup guidance, helping clients feel confident using HubSpot’s Marketing, Sales, or Service Hub.
Throughout the day, you collaborate closely with the production team, making sure your recommendations are implemented smoothly, and coordinate with other internal teams to resolve any questions or challenges. You track project milestones, monitor client satisfaction, and gather feedback to ensure successful onboarding and generate positive reviews.
Your role is all about delivering exceptional client experiences, keeping projects on schedule, and helping clients get the most value from HubSpot.
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Interview Process
1. Introductory Chat (15 minutes)
2. HubSpot Demo & Team Interview (45–60 minutes)
3. Reference Check & Offer
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The Future of Freelancing is Fractional
- Complete flexibility in when you work. No required hours or fixed schedule.
- Autonomy to manage your time in a way that fits your life and working style.
- Clear project-based hour allocations that allow you to plan and prioritize with confidence.
- High-trust environment with plenty of tools and resources to empower you to achieve successful outcomes.
- Client work is provided 100% post-sale; no pitching, selling, or business development required.
- Remain an active member of our team between project assignments.
- Ability to focus on your craft and deliver great work without worrying about finding the next engagement.
- Collaborative team support without the constraints of a traditional full-time role.
- A culture of teamwork and recognition that brings together diverse talent in a fun environment.
Pay: $50.00 per hour
Benefits:
Application Question(s):
- The primary responsibilities of this role are hosting client meetings, providing customer service through email, and training clients on HubSpot tools. Does this align with your goals?
- What systems have you integrated with HubSpot, if any?
Experience:
- HubSpot: 5 years (Required)
- Marketing agency: 2 years (Required)
Work Location: Remote
