CRM Strategist

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee large-scale, high-complexity HubSpot implementation projects that align with strategic and tactical business objectives.

• Assess and propose additional services to broaden project scope; provide scoping, quotes, and implementation guidance.

• Remain updated on industry trends and HubSpot’s competitive landscape.

• Convert client and internal strategies into HubSpot solutions that enhance marketing, sales, customer success, and operational workflows.

• Configure HubSpot Marketing Hub, Sales Hub, Service Hub, Content Hub, Data Hub, and HubSpot AI.

• Take charge of strategy and configuration for native integrations such as Salesforce, Microsoft Dynamics, and NetSuite, including sync rules, field mapping, and conflict resolution.

• Develop data schemas, custom objects, and property mapping in alignment with RevOps strategies.

• Construct and refine lead scoring, advanced attribution, and automated marketing-to-sales-to-service transition sequences.

• Create complex RevOps dashboards that demonstrate ROI to stakeholders.

• Implement data governance, deduplication logic, and data hygiene standards.

• Lead AI strategy and implementation projects, including AEO Readiness Audits, AI Strategy Playbooks, and the deployment and optimization of HubSpot AI agents.

• Educate clients and internal teams on tailored HubSpot instances and provide continuous support and troubleshooting.

• Acquire HubSpot Trainer Certification and assist in onboarding clients.

• Set up HubSpot instances from the ground up.

• Transform business requirements into scalable configurations that support the entire customer lifecycle.

• Carry out technical discovery and analyze current-state versus future-state processes.

• Identify technical bottlenecks in the revenue funnel.

• Mentor CRM Specialists and assist Marketing Strategists.

• Work collaboratively across functions to align CRM solutions with broader business goals.

• Promote knowledge sharing and process improvement.

• Oversee and manage project budgets and scope.

• Monitor and achieve effective billing rate objectives.

• Partner with the internal SmartBug team to guarantee high-quality client delivery.

• Develop and adhere to processes that yield distinctive client results and quality.

⛳️ Requirements

• Bachelor’s degree in Marketing, Business Administration, Communications, Business, Information Systems, or a related field.

• At least 5 years of experience in developing complex solutions within the HubSpot platform.

• Demonstrated expertise with the HubSpot software suite and a profound understanding of the HubSpot ecosystem.

• Competence in designing systems around revenue-generating processes, including lead-to-cash, forecasting, and attribution.

• In-depth understanding of native HubSpot integrations with external technology stacks and intricate data syncs.

• Practical experience deploying HubSpot AI agents in a production setting.

• Familiarity with AEO, including how AI engines choose and cite sources.

• Comprehension of complementary technologies within the HubSpot ecosystem.

• Strong analytical skills to interpret complex business challenges into automated technical solutions.

• Excellent communication, presentation, and interpersonal abilities.

• High degree of organization, attention to detail, and capacity to manage multiple priorities.

• Proven track record of ensuring high client satisfaction while upholding SmartBug values.

• Strong integrity, work ethic, and professionalism; a passion for client success.

• Experience in a similar remote role is strongly preferred.

• HubSpot Trainer Certification: HubSpot Marketing Software, Sales Software, Service Hub, and Revenue Operations Certifications.

• Additional HubSpot certifications such as HubSpot Solutions Architect, Revenue Operations, or Marketing Hub Implementation are preferred.

• Experience in a HubSpot Partner agency environment is preferred.

• Familiarity with CRM migration projects, data mapping, and clean data transfer from legacy systems is preferred.

• Exposure to RevOps tools such as Gong, Outreach, Zapier, Clearbit, or ZoomInfo is preferred.

• Familiarity with project management methodologies and tools such as Agile, Scrum, Teamwork, or Asana is preferred.

• Ability to produce technical documentation, including SOPs, data dictionaries, and system architecture diagrams is preferred.

🏝️ Benefits

• Fully remote work environment.

• Continuous support and troubleshooting assistance.

• Training and professional development through HubSpot Trainer Certification.

• Opportunities for client and internal team onboarding.

• Knowledge sharing and process optimization opportunities.