HubSpot Strategist

Richmond, VA (Remote)

$81K/yr – $87K/yrMid Level4+ years expFull time

Posted 4 months ago

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Job Summary

Drive HubSpot onboarding, CRM data architecture, and client-focused strategy for financial-services clients to deliver measurable results.

  • Must-have: 2-4 years of hands-on HubSpot strategy and inbound marketing experience.
  • Standout: Proven ability to onboard HubSpot for banking/credit-union clients and improve data hygiene.
  • Standout: Strong training delivery and cross-team collaboration for repeatable implementations.

Job Description

Responsibilities

  • Create raving fans. You thrive on cultivating meaningful relationships with others
  • Lead HubSpot onboarding for our credit union, community bank, and industrial clients, ensuring a smooth setup and implementation process
  • Configure and optimize HubSpot portals, including assisting setting up workflows, pipelines, lifecycle stages/lead scoring, lists and custom reports
  • Conduct HubSpot audits, identifying inefficiencies and opportunities for improvement in complex or outdated setups
  • Map and structure CRM data architecture, ensuring data integrity and alignment with business goals
  • Collaborate with our Client Success team to design and execute tailored HubSpot strategies that delight clients and drive measurable results
  • Develop and deliver training (including training decks, Loom videos, documented processes) to empower clients and Client Success team for ongoing portal management
  • Collaborate with Project Managers & Department leaders in developing & optimizing processes for repeatable HubSpot implementation

Requirements

  • 2-4 years hands-on HubSpot strategy and inbound marketing experience
  • A strong understanding for getting inside the mind of the customer
  • Skilled at making the complicated simple (coach and support customer)
  • Desire to stay abreast of HubSpot trends and knowledge, keeping up with Academy lessons and bootcamps
  • Advanced knowledge of HubSpot Marketing Hub Software and CRM
  • Working knowledge of HubSpot Sales Hub,Service Hub, and Data Hub
  • Ability to analyze data to drive recommendations and decisions
  • Creative, forward-thinking self-starter with an attention to detail and drive to produce consistent and quality work
  • Superior written and verbal communications skills, coupled with highly developed interpersonal skills
  • High EQ (emotional intelligence)
  • Highly organized with excellent time management skills
  • Bonus points for experience with: HubSpot onboarding, HubSpot integrations i.e. SMS tools, email marketing health tool integrations, other CRM integrations (Salesforce, Zoho, etc.), and data hygiene integration tools

Preferred

  • Bonus points if you have banking, credit union, or financial services experience

Benefits

  • 4-day workweek. We follow the 100/80/100 four-day workweek model, meaning employees are not expected to be at their desk all day Friday if their work is completed for the week
  • Fully remote office. We don\'t think you need to be in an office every day to do great work. If you prefer an occasional change of scenery outside the office, we will cover some or all of the cost of a co-working membership
  • Group health, dental, vision and life insurance plans at a competitive cost
  • 401k savings plan with employer match helps you save some for later
  • Student loan assistance plan that makes monthly contributions directly to your student loan principal (at no cost to you)
  • $2000 home office and computer allowance to make your home work setup perfect for you
  • $500 annual education stipend
  • Unlimited paid time off
  • Training. You will be trained and certified on the latest inbound and digital marketing methods and platforms
  • A clear track for career growth, increased responsibilities, and increased compensation
Geear logo

Geear

We’re a HubSpot Diamond Partner that uses data integration to power smarter marketing for Credit Unions, Community Banks and Manufacturers. From Digital Advertising to Inbound Marketing, we use AI-informed tactics and the latest tools to drive real results. Whether you're looking to grow revenue, generate qualified leads, or get more from existing customers, we will guide you there.

Founded in 2004
Midlothian, Virginia, USA
65 employees (27 in marketing)

Traffic Signals

Monthly Visitors
9K
Traffic Source Mix
Search
36%
Direct
48.9%
Referral
7.7%
Social
6.1%
Paid
1%

Headcount Trend

Current headcount: ~65

Marketing Team

Marketing Team Size
26 (40% of company)