First Connect Insurance
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Fintech • Insurance • Financial Services
The HubSpot Automation Specialist builds and maintains complex workflows in HubSpot, optimizing automations for Sales, Support, and Account Management, ensuring integrations work correctly, troubleshooting errors, and improving workflow efficiency.
Fintech • Insurance • Financial Services
Lead and coach a team of Sign-Up Specialists to convert prospective agencies into active platform users. Own conversion metrics, standardize sales workflows, recruit and ramp reps, partner cross-functionally to remove friction, track KPIs, report performance, and resolve escalations to drive activation and early platform utilization.
