Time Commitment: Flexible, approximately 5-10 hours per week
Location: Remote (Virtual Position)
Role Commitment: 6-month commitment preferred
Start Date: Immediately
Who We Are: RedSky Money is a nonprofit organization focused on assisting our clients in developing a path forward to achieve their financial goals and more effectively manage their income and expenses. Our typical client is in their 20s and 30s and wants to improve their personal finance knowledge and outcomes since financial decisions made early in life can have a huge impact on your overall financial health and retirement.
What we seek: RedSky Money is looking for a dedicated and skilled HubSpot Developer to join our team as a part-time volunteer. The ideal candidate will be passionate about our mission to empower individuals through financial education and coaching. As a HubSpot Developer, you will play a crucial role in implementing and developing a HubSpot Sales Hub system tailored to our organization’s needs to support four distinct constituencies; clients, coaches, donors, and management.
Key Responsibilities:
- Needs Analysis:
- Collaborate with key stakeholders to understand the organization’s requirements and objectives for the CRM system.
- Conduct a thorough analysis of existing processes and data management practices.
- CRM Implementation:
- Lead the implementation of the HubSpot Sales Hub system, ensuring alignment with organizational goals and user requirements.
- Customize and configure the HubSpot platform to meet specific privacy and security financial coaching needs.
- Work closely with internal teams to integrate the HubSpot system into existing workflows.
- Data Management:
- Develop and implement data entry protocols to maintain accurate and up-to-date information in the HubSpot system.
- Establish data quality standards and procedures to ensure consistency and reliability.
- User Training and Support:
- Provide training sessions to staff and volunteers on using the HubSpot system effectively.
- Offer ongoing support to users, addressing questions, issues, and providing guidance as needed.
- System Optimization:
- Monitor and evaluate the performance of the HubSpot system, identifying opportunities for improvement.
- Collaborate with stakeholders to implement enhancements and optimize system functionality.
Qualifications/Competencies:
- Previous experience in HubSpot development and implementation.
- Familiarity with patient portals, donor management, and an understanding of counseling/coaching practices is a plus.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and collaboratively in a virtual environment.
Benefits:
- Opportunity to contribute to a meaningful cause and make a positive impact.
- Gain hands-on experience leading the HubSpot development and implementation for a nonprofit organization.
- Join a passionate and collaborative team dedicated to financial empowerment.
Note: This is a volunteer position, and there is no monetary compensation. RedSky Money is an equal-opportunity employer and welcomes candidates from all backgrounds to apply.