About Exit Planning Institute:
- The Exit Planning Institute (EPI) is a professional education company. We are powered by a dedicated staff, industry experts, and market leaders, that are passionate about providing top professional business advisors with the best industry content, ongoing practice support, and owner education resources. From humble beginnings, EPI has grown to become the exit planning market leader while staying focused and true to our mission. We are an education company that certifies and supports more than 8,000 Certified Exit Planning Advisors (CEPAs) and counting, as well as thousands of advisors worldwide through in-person and virtual education.
Job Description:
- Our professional education company is seeking a CRM Specialist & Product Coordinator to play a vital role in optimizing our HubSpot CRM (Customer Relationship Management) operations and supporting our product development efforts in 2026 and beyond. This position is primarily focused on CRM management, data analytics, and automation, with additional responsibilities in product coordination. The ideal candidate will be a CRM power user who can leverage the platform to drive data-informed decisions, improve customer engagement, and streamline business processes. You will report directly to EPI’s Product Development Manager and work closely with internal departments to ensure our CRM system supports organizational goals and delivers measurable value.
Key Responsibilities and Duties:
CRM Management & Operations (Primary Focus – 60%)
- Serve as the primary administrator for HubSpot CRM (Marketing Hub, Sales Hub, and Service Hub), maintaining data integrity, user management, and system optimization
- Design, implement, and maintain automated workflows within HubSpot to improve efficiency and customer engagement
- Build and maintain custom dashboards and reports to track key performance indicators (KPIs) including sales metrics, customer engagement, product performance, and ROI
- Conduct regular data audits to ensure accuracy and cleanliness of contact records, company data, deals, and custom properties throughout the CRM system
- Manage HubSpot integrations with other platforms including Shopify (payment processing), website, member center/directory, event registration systems, and exam platforms
- Analyze CRM data to identify trends, patterns, and opportunities for improvement; provide actionable recommendations to leadership and cross-functional teams
- Serve as the internal HubSpot expert, providing training, troubleshooting support, and best practice guidance to team members across the organization
Product Development Support (Secondary Focus - 40%)
- Monitor and support Exit Planning Institute's online member communication platform, CEPAConnect.com
- Provide ongoing updates and support for EPI's monthly credentialing program, the Certified Exit Planning Advisor (CEPA) program
- Support the creation of new products during the pre-production process and help ensure successful launches through CRM tracking and analysis
- Run quality control/proofing for all new and current EPI products
- Collaborate with the Fulfillment team to analyze customer feedback and product performance data, implementing improvements based on insights
- Act as first point of contact for product-related questions from internal EPI team members
Position Qualifications and Skills:
- High School diploma required; Bachelor's degree preferred
- 2+ years of hands-on experience managing a CRM system required; HubSpot preferred
- 1+ years in product management, project coordination, or related field preferred
- Strong data analysis skills with the ability to interpret metrics and translate insights into actionable strategies
- Proficiency with Microsoft Suite (Excel, Word, PowerPoint, OneDrive, Teams, Outlook)
- Detail-oriented with a strong commitment to data accuracy and quality
- Excellent problem-solving skills and ability to troubleshoot technical issues independently
- Exceptional verbal and written communication skills
- Self-motivated with ability to work independently and as part of a cross-functional team
- Experience with Shopify, payment processing systems, and e-commerce integrations preferred
- Experience in an education, training, or professional certification field preferred
- Familiarity with additional tools: Adobe Creative Suite (Photoshop, Premiere Pro), Canva, Vimeo, online testing platforms preferred
- Experience with membership management systems or learning management systems (LMS) preferred
Position Details:
- Location: Hybrid | 24651 Center Ridge Rd # 350, Westlake, OH 44145
- Hours: 8am-5pm Mon-Fri
- Position Type: Full Time
Compensation and Benefits:
- 401(k) program
- Insurance programs (Health, Vision, and Dental all available)
- Unlimited Paid Time-Off
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
- Work Location: Hybrid remote in Westlake, OH 44145
