Spring EQ is a national home equity lender providing flexible and tailored financing solutions directly to consumers with a national network of experienced brokers and partners. Since its founding in 2016, Spring EQ is among the fastest growing and highest-rated home equity financing partners in the United States. Spring EQ offers a broad range of home equity products and delivers a simple and streamlined process that results in faster funding, trustworthy loans, and less frustration for consumers today. To learn more about Spring EQ, visit www.springeq.com.
At Spring EQ, we;
Strive to make every customer interaction a great one
Recognize behind every loan is a person or family trusting us to handle a significant financial transaction
Work hard and have fun to get the job done
Recognize each team member's unique value
Encourage ways for our team members to learn, develop, diversify and grow with Spring EQ
Promote our team members so they can share their knowledge with others
Innovate, innovate, innovate
Create and embrace the latest technology
Simplify constantly, challenging every process we use to better accomplish our goals
Build upon a strong company culture and foster an environment of togetherness, support, and accountability
We are seeking a highly skilled and detail-oriented VoIP and CRM Systems Manager to oversee the management, optimization, and integration of our Dialpad and HubSpot systems. In this role, you will ensure seamless communication between our sales, marketing, and customer service teams by managing our telephony and customer relationship management (CRM) systems. You will play a key role in configuring, maintaining, and troubleshooting these platforms to support our business processes and improve overall efficiency.
Responsibilities
30%: System Management and Administration
Manage and maintain the Dialpad VoIP system, ensuring it meets the communication needs of the organization. This includes building workflows, analyzing processes and identifying best practices.
Administer HubSpot CRM, including setting up workflows, managing user permissions, and optimizing the platform for sales and marketing processes.
Integrate Dialpad with HubSpot to streamline communication workflows and ensure data consistency across platforms.
Monitor system performance, troubleshoot issues, and implement improvements to enhance functionality.
Configuring the service to meet functional and compliance requirements and managing changes through the Change Management Process
Managing desk phone configurations for HQ office
Managing integration configurations with Microsoft Teams with Infrastructure team
Manage web browser plugin and dialpad application configuration with Infrastructure team
User management. Creating and assigning user accounts and configuring phone numbers, voicemail, and call routing
25%: Process Improvement and Optimization:
Identify opportunities to enhance the integration and functionality of Dialpad and HubSpot to improve workflow efficiency.
Collaborate with cross-functional teams to understand their needs and implement system changes that align with business goals.
Stay current with updates and new features for both Dialpad and HubSpot, making recommendations for adoption as appropriate.
User Support and Training:
Provide technical support to team members using Dialpad and HubSpot, resolving any issues related to system use.
Develop and deliver training programs for staff to ensure effective utilization of both platforms.
Serve as the primary point of contact for vendor support related to Dialpad and HubSpot.
10%: Data Management and Reporting:
Ensure accurate data synchronization between Dialpad and HubSpot, maintaining the integrity of customer information.
Collaborate with sales, marketing, and customer service teams to define data needs and ensure systems are configured to meet these requirements.
Generate and analyze reports from both systems to provide insights into communication metrics, customer engagement, and sales performance.
5%: Security and Compliance:
Ensure that both Dialpad and HubSpot systems comply with relevant data protection and privacy regulations.
Qualifications
Technical Expertise:
Proficient in administering Dialpad or similar VoIP systems.
Strong experience with HubSpot CRM, including workflows, integrations, and reporting.
Familiarity with API integrations, especially between VoIP systems and CRM platforms.
Basic knowledge of networking principles and VoIP technologies.
Problem-Solving and Analytical Skills:
Ability to troubleshoot and resolve technical issues across both systems.
Strong analytical skills to interpret data and provide actionable insights.
Communication and Collaboration:
Excellent communication skills, both written and verbal.
Ability to work effectively with cross-functional teams and provide clear technical guidance to non-technical users.
Project Management:
Experience managing system projects, including upgrades, integrations, and migrations.
Strong organizational skills with the ability to prioritize tasks and manage time effectively.
Training and Support:
Experience developing and delivering training programs for software systems.
Ability to provide ongoing user support and maintain user satisfaction.
Preferred Qualifications:
Experience with additional CRM systems or VoIP platforms.
Knowledge of sales and marketing processes, particularly within HubSpot.
Familiarity with data protection regulations (e.g., GDPR, CCPA) and compliance requirements.
Educational Background:
Bachelor's degree in Information Technology, Computer Science, or a related field is preferred.
Relevant certifications in VoIP systems, CRM management, or related areas are a plus.
Benefits
401k Company Match
Commuter Benefits
Company Holidays
Credit Union Membership
Dental Insurance
Dependent Care Plan
Disability Insurance
Employee Assistance Program
Life Insurance
Medical Insurance
Paid Time Off Plan
Vision Insurance
Spring EQ is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all team members.