CRM and Automation Manager

Responsibilities

• Administer HubSpot Marketing Hub and Sales Hub, including users, permissions, properties, custom objects, pipelines, lifecycle stages, and approved configurations.
• Maintain CRM standards, governance, and documentation to support consistency and reliable use across multiple businesses.
• Work with Marketing and business leaders to understand approved customer journeys and translate engagement, follow-up, and handoff processes into CRM requirements.
• Build, test, maintain, and troubleshoot automation for lead routing, nurture campaigns, customer re-engagement, sales follow-up, and internal handoffs.
• Manage audience segments, enrollment rules, communication preferences, and suppression settings for approved automated communications.
• Maintain CRM data quality through controlled imports, duplicate management, data corrections, routine reviews, and appropriate quality controls.
• Coordinate integration requirements, field mappings, testing, and issue resolution for HubSpot and connected systems, including IntelliDealer and Auctic, in partnership with IT and outside vendors.
• Build and maintain dashboards and reports for pipeline activity, lead response, follow-up, equipment acquisition, campaign performance, attribution, and customer engagement.
• Work with business owners to define reporting measures, validate results against source data, explain reporting limitations, and recommend process improvements.
• Monitor automation and integration performance, identify recurring issues, and coordinate resolution with the appropriate stakeholders.

Requirements

• Advanced hands-on proficiency with HubSpot Marketing Hub and Sales Hub.
• Ability to translate business needs into clear requirements, practical workflows, and useful reports.
• Strong analytical, troubleshooting, and problem-solving skills, with careful attention to data accuracy.
• Strong customer service and communication skills, with the ability to assist employees with varying levels of technical experience.
• Ability to explain technical information clearly and deliver effective employee training.
• Strong organization, documentation, project coordination, and independent follow-through.
• Ability to manage competing priorities, coordinate business owners and vendors, and handle confidential information with sound judgment.

Preferred

• Current HubSpot certifications supported by examples of systems personally built and maintained.
• Experience supporting multiple brands or locations and coordinating implementation partners.
• Experience in equipment dealerships, auctions, logistics, or other B2B businesses.
• Working knowledge of APIs, middleware, HTML, CSS, email deliverability, communication preferences, and marketing attribution.
• Experience with CRM governance, change management, user adoption, and data quality controls.
• Familiarity with sales processes, lead lifecycle management, and marketing automation.
• Experience troubleshooting integrations and coordinating technical vendors.
• Familiarity with data privacy, consent management, and email deliverability best practices.

Benefits

• A growing company with opportunities for career advancement
• Comprehensive medical benefits for full-time employees
• Dental, vision, life, and disability insurance for full-time employees
• 401(k) retirement plan with company match
• Paid holidays for full-time employees
• Paid time off for full-time and part-time employees
• Employee Assistance Program (EAP)
• Exclusive employee discounts & access to year-round employee merchandise store
• Supportive, team-oriented workplace culture