Responsibilities

• Act as the Lead CRM Architect and System Administrator, overseeing the HubSpot ecosystem for diverse business units including Retail/Commercial Core Banking, Correspondent Banking, the Bank’s Charitable Foundation, and affiliates.
• Lead the development of multi-divisional sales tracking systems, optimizing CRM pipelines to improve conversion
• Design and maintain CRM structure, lifecycle stages, segmentation logic, and governance standards.
• Build and maintain complex workflows, automation sequences, tagging systems, event and sponsorship tracking, and technical integrations.
• Ensure seamless integration between HubSpot and internal data sources, digital platforms, third party service providers, and reporting systems.
• Establish data hygiene protocols and naming conventions.

Requirements

• Bachelor’s degree in marketing, business administration, data analytics, or related field is required.
• Four (4) years of experience in marketing, marketing analytics, or CRM management can be used in lieu of degree.
• Seven (7) years of experience in marketing, marketing analytics, or CRM management is required.
• Experience architecting CRM systems and building complex workflows and automation.
• Strong understanding of marketing attribution models and performance measurement.
• Experience integrating multiple data sources into a unified reporting environment.
• Advanced proficiency in data analysis tools and dashboard platforms.
• Ability to translate technical insights into clear business recommendations.
• Able to operate independently and manage competing priorities.

Preferred

• Background in predictive modeling or advanced segmentation strategies preferred.