Job Description

Acrisure is a fast-growing fintech leader that operates a global insurance broker. The Company has grown from $38 million to $4 billion in revenue since 2013 and deploys the best of Human and High Tech at scale to reimagine financial service product distribution. Acrisure employs over 14,000 employees across thirteen countries.

Led by Co-Founder, Chairman and CEO Greg Williams, Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by High Tech.

Acrisure is seeking a HubSpot expert to become our Revenue Operations Manager to align with company growth goals. This role will act as an administrator of our HubSpot CRM platform, as well as our gamification platform, and ensure we are optimizing our utilization strategy, maintaining data authenticity, and user training & coaching. Our Rev Ops Manager will understand how to create and interpret the field values to maximize reporting capabilities. This role proactively analyzes results and works with the Rev Ops EVP to make recommendations that will positively drive overall customer acquisition.

Responsibilities and Duties:

The following duties are not meant to serve as an exhaustive list of those to be performed, however are the bulk of what the position will entail:

Serve as the HubSpot expert/point person in managing the company’s database, providing day-to-day support for CRM users
Daily administration of the CRM to support the development and success of the Growth Team and Revenue Operations strategies through understanding priorities and executing operational plans to increase cross-functionality in the sales and management of all company products and services
Ensure data cleanliness and completeness across the CRM
Create reports to measure results and recommend appropriate strategies to improve performance
Manage gamification platform and ensure its synchronization with agency data, including manual uploads from agencies and/or producers operating outside the HubSpot CRM
Coordinate HubSpot & SalesScreen user training with vendors, coach at Acrisure conferences including Accelerate23
Maintain up-to-date industry knowledge of trends, technologies and best practices
Assist in creation of long-term strategic goals for high data quality and appropriate data use
Report needed KPIs and metrics to all departments as requested
Support the Commercial team’s use of HubSpot, including assisting with list generation/cleanup as needed and helping Marketing and Inside Sales automate processes related to campaigns
Build and manage dashboards, reports, layouts, process automation, and other configurable parts of the interface for end-users, and other capabilities including:
- Flows and Process
- Workflow Rules & Approval Processes
- Validation Rules
- Custom Objects Configuration
- Security Controls
- Third-party integrations
- Custom report type creation, profiles, permission sets and rules
- Participate in system implementation projects including but not limited to: requirements, documentation, systems configuration, test documentation/execution, issue identification and resolution
- Maintain updated system documentation and HubSpot policies/procedures

Skills/Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

5+ years of experience in CRM management with a minimum of 3 years working directly with HubSpot Marketing and Sales Hub, with a focus on sales enablement
HubSpot Certification (required)
Proficient in using HubSpot smart lists and marketing automation technology
Strong project management skills, detailed, extremely accurate, analytical, well organized, and excellent communicator
Highly analytical and able to derive meaning from data through A/B testing and email optimization
Knowledge of insurance industry (preferred)
Excellent writer and communicator (in both written and verbal form) and creative thinker with an ability to use both data and intuition to inform
Proven track record in exceptional follow-up and customer service
Prioritize multiple projects to ensure deadlines are met
Demonstrate initiative and use independent judgment within established guidelines and procedures

#LI-KB1

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at

www.Acrisure.com/privacy/caapplicant

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.

Acrisure

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Revenue Operations Manager