HubSpot Training Specialist

Are you a training-obsessed HubSpot expert who loves helping clients unlock the full potential of their CRM? GreenHouse Agency, a Diamond HubSpot Solutions Partner specializing in credit unions, banks, and financial services organizations, is looking for our next superstar team member! As our HubSpot Onboarding & Training Specialist, you'll be the guide who transforms technical implementations into confident, capable HubSpot users. You'll lead client onboarding experiences, create compelling training materials, and ensure our financial services clients feel empowered to leverage HubSpot's platform to grow their organizations. This role is perfect for someone who geeks out over creating the perfect training session and thrives on those "aha!" moments when clients truly grasp a new concept. Position Overview This is a fully remote, mid-level position reporting to our Director of Strategy & Operations. You'll serve as the primary training contact for 5-15 simultaneous client engagements, working closely with our implementation team to translate technical setups into engaging, accessible training experiences tailored to credit unions and banks. Your days will include leading virtual training sessions, creating custom training materials, participating in discovery calls, and assisting with building HubSpot assets when needed. You'll become intimately familiar with how financial services organizations use HubSpot for member acquisition, engagement, and retention – and you'll help their teams become confident power users. Key Responsibilities Lead engaging virtual onboarding and ongoing training sessions covering Marketing Hub, Content Hub, Sales Hub, and Service Hub functionality Create and maintain training materials including video tutorials, guides, and best practice documentation specific to financial services use cases Assess client skill levels and customize training approaches for maximum retention and confidence Participate in discovery calls and collaborate with implementation team to understand client goals and technical requirements Assist with building HubSpot assets including email templates, workflows, landing pages, and reports Manage training completion against Statement of Work deliverables and project hours Serve as primary training contact throughout client engagements, coordinating with project managers and account managers Stay current on HubSpot platform updates and continuously improve training effectiveness Qualifications Required: Minimum 5 years of hands-on experience working in HubSpot, including deep familiarity with Marketing Hub, Content Hub, Sales Hub, and Service Hub Experience in the financial services industry (credit unions, banks, insurance, FinTech, capital/investment firms) Proven training or teaching experience with excellent presentation and communication skills Strong technical aptitude and ability to quickly learn new platforms Self-motivated with strong organizational skills and attention to detail Comfortable managing 5-15 concurrent client engagements with varying timelines Comfortable working fully remote with reliable internet and professional home office setup Preferred: HubSpot Trainer Certification or advanced HubSpot certifications Experience at a HubSpot Solutions Partner agency or in client-facing consulting Familiarity with core banking systems and marketing platform integrations Background in instructional design or adult learning principles Experience creating video training content or e-learning modules Experience with ClickUp and Google Workspace What Success Looks Like Clients consistently report feeling confident using HubSpot after onboarding Training deliverables completed on time and within project budgets Training materials receive positive feedback for clarity and usefulness Proactive identification of additional training opportunities that deepen client engagement Development of scalable training processes that maintain quality as GreenHouse grows Our Culture For more than a decade, GreenHouse has been a place where we can be ourselves, do great work and live out our dreams wherever that might take us. Get to know us and you'll find a group of down-to-earth people that actually care about your success. Culture is a shared experience and we invite you to be a part of our journey. About Our Work GreenHouse Agency is a Diamond HubSpot Solutions Partner specializing in serving credit unions, community banks, and financial services organizations. We combine deep expertise in HubSpot's platform with an understanding of the unique compliance requirements, core banking integrations, and member/customer acquisition strategies that drive success in financial services. Compensation Package Job Type: Full-time Location: Fully remote Schedule: Monday - Friday, 9:30 AM - 5:30 PM ET Compensation: Competitive salary based on experience Health Insurance 401k company matching 10 days PTO annually 9 paid holidays plus office closure the weeks of Christmas and New Year's Annual attendance at HubSpot's INBOUND conference Opportunity to grow into a leadership role managing a training team How to Apply Please submit your resume for consideration. We're hiring immediately and excited to meet candidates who share our passion for exceptional training and client success! #J-18808-Ljbffr GreenHouse Agency