CRM Strategist

Responsibilities

• Lead large-scale, high-complexity HubSpot implementation projects, ensuring alignment with strategic and tactical business goals.
• Identify and recommend complementary services to expand scope; provide scoping, quotes, and direction for implementation.
• Stay informed on industry trends and HubSpot’s competitive position to keep client strategies cutting-edge.
• Translate client and internal strategies into comprehensive HubSpot solutions supporting marketing, sales, customer success, and operational workflows.
• Provide intermediate to advanced configuration of HubSpot Marketing Hub, Sales Hub, Service Hub, Content Hub, Data Hub, and HubSpot AI.
• Own the strategy and configuration of native HubSpot integrations (e.g., Salesforce, Microsoft Dynamics, NetSuite) with expertise in sync rules, field mapping, and conflict resolution.
• Revenue Engine Optimization: Design and implement data schema, custom objects, and property mapping aligned to the client’s RevOps strategy.
• Build and optimize revenue engine components including lead scoring, advanced attribution, and automated marketing-to-sales-to-service hand-off sequences. Build complex RevOps dashboards that demonstrate clear ROI to stakeholders.
• Data Governance: Implement data governance best practices including deduplication logic and hygiene standards to maintain HubSpot as a reliable single source of truth.
• Provide training to clients and internal teams on how to use their customized HubSpot instance effectively; offer ongoing support and troubleshooting assistance.

Requirements

• Bachelor’s degree in Marketing, Business Administration, Communications, or a related field.
• Technical Experience: Minimum 5 years of experience building complex solutions within the HubSpot platform.
• Proven experience with the HubSpot software suite and a deep understanding of the HubSpot ecosystem.
• RevOps Expertise: Proven ability to design systems around revenue-driving processes (lead-to-cash, forecasting, and attribution).
• Integration Fluency: Deep understanding of how HubSpot integrates natively with external tech stacks and the ability to manage complex data syncs.
• Understanding of complementary technologies clients may use within the HubSpot ecosystem.
• Analytical Skills: Strong ability to navigate complex business challenges and translate them into automated technical solutions.
• Exceptional communication, presentation, and interpersonal skills.
• High level of organization, attention to detail, and ability to manage multiple priorities.
• Demonstrated ability to ensure high client satisfaction while adhering to SmartBug values.

Preferred

• Bachelor's Degree in Marketing, Business, Information Systems, or a related field.
• Additional HubSpot certifications (e.g., HubSpot Solutions Architect, Revenue Operations, or Marketing Hub Implementation).
• Experience working within a HubSpot Partner agency environment.
• Familiarity with CRM migration projects, including data mapping and clean data transfer from legacy systems.
• Exposure to complementary RevOps tools such as Gong, Outreach, Zapier, or data enrichment platforms like Clearbit or ZoomInfo.
• Experience with project management methodologies and tools (e.g., Agile, Scrum, or platforms like Teamwork or Asana).
• Ability to create technical documentation including SOPs, data dictionaries, and system architecture diagrams.