CRM Strategist

Job Description

Responsibilities

• Strategic Technical Design: Lead the architectural design of HubSpot instances, ensuring data schema, custom objects, and property mapping aligning with the client’s RevOps strategy.
• Native Integration Management: Own the strategy and configuration of native integrations within HubSpot (e.g., Salesforce, Microsoft Dynamics, NetSuite, etc.). You must understand the logic of sync rules, field mapping, and conflict resolution.
• Revenue Engine Optimization: Build lead scoring, advanced attribution, and automated hand-offs between Marketing, Sales, and Services.
• Data Governance: Implement and enforce data hygiene standards, deduplication logic, and governance frameworks to ensure the CRM remains a “single source of truth.”
• HubSpot Implementation & Configuration
• Business Process Mapping: Conduct technical discovery to map “Current State” vs. “Future State” processes, identifying technical bottlenecks in the revenue funnel.
• Reporting & Analytics: Build complex RevOps dashboards that demonstrate clear ROI to stakeholders.

Requirements

• Technical Experience: Minimum 5 years of experience building complex solutions within the HubSpot platform.
• RevOps Expertise: Proven ability to design systems around revenue-driving processes (lead-to-cash, forecasting, and attribution).
• Analytical Skills: Strong ability to navigate complex business challenges and translate them into automated technical solutions.

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