• CRM Data Cleanup: Cross-reference internal spreadsheets and source systems to validate, standardize, and improve CRM data accuracy, so the CRM becomes the single source of truth. • Lifecycle Visibility: Build clear visibility into the customer lifecycle (e.g., onboarding progress, renewals, cancellations in progress, key stages). • Reporting & Dashboards: Convert existing spreadsheet-based reporting into HubSpot reports/dashboards. Some limited reporting may remain in spreadsheets as needed. • Workflows & Automation: Design and implement workflows to increase efficiency. especially for the Customer Success team. • Customer Health Score: Help develop and maintain a customer health scoring model to proactively identify and manage risk. • Adoption & Enablement: Support documentation, onboarding, and change management to ensure teams consistently use the CRM. • HubSpot Learning (Required): Complete assigned HubSpot Academy coursework and certifications.