Location: Marlow x2 per week
Salary: £30,000 - £35,000
Core Responsibilities
Platform Management & Maintenance
* Act as the main administrator for the HubSpot portal, overseeing user access, security settings, system configurations, and overall platform health.
* Stay current with new HubSpot features and updates; share knowledge and train internal teams on best practices.
* Manage the HubSpot product task board, prioritizing and resolving incoming requests, issues, and enhancement suggestions (experience with Jira is advantageous).
* Troubleshoot and resolve technical or configuration issues within HubSpot.
* Conduct regular system maintenance, document workflows and configurations, and ensure sustainable, future-proof operations.
Data Integrity & Management
* Take ownership of data accuracy, consistency, and reliability within HubSpot.
* Oversee data imports, exports, and deduplication efforts, implementing strong data governance practices.
* Maintain correct usage of HubSpot properties to ensure high-quality data capture.
* Perform ongoing data cleansing and validation.
* Manage regular uploads of key datasets (e.g., Deal data), ensuring accurate mapping and consistency.
Workflows, Sequences & Automation
* Design, build, and refine automated workflows and sequences across Marketing, Sales, and Service Hubs to streamline customer journeys.
* Continuously review and update automations to ensure relevance and effectiveness.
* Maintain sequence documentation, mapping customer journey impacts and ensuring associated content is accurate and up to date.
* Optimize chat workflows to enhance lead capture and customer engagement.
* Contribute to maintaining comprehensive documentation of automated customer journey processes.
Reporting & Optimisation
* Develop and maintain dashboards and reports tracking key metrics such as sales performance, pipeline health, marketing effectiveness, and service activity.
* Analyse CRM data to identify trends, inefficiencies, and improvement opportunities that drive sales performance and revenue growth.
* Evaluate platform usage regularly and recommend data-driven enhancements to improve team productivity and system efficiency.
User Management, Training & Support
* Manage user permissions, roles, and access levels to maintain system security and usability.
* Deliver ongoing training sessions and one-on-one coaching to improve adoption and best practice usage across teams.
* Provide responsive support, addressing user issues and offering clear guidance on CRM functionality.
Collaboration & Stakeholder Engagement
* Partner with HubSpot Account Managers to stay informed about updates and leverage their support for strategic or technical challenges.
* Collaborate with internal teams and departments to develop CRM-based solutions that address broader business needs.
* Brief external partners or developers on more complex customisation projects, ensuring clear requirements and validation of outcomes.
Integrations & Project Work
* Manage and optimise integrations between HubSpot and other key business systems to ensure seamless data connectivity.
* Lead or contribute to CRM-related projects, supporting continuous improvement and cross-platform integration initiatives.
Required Knowledge & Skills
* Strong understanding of CRM principles and best practices.
* Proven experience managing and maintaining data quality within a CRM environment.
* Demonstrated ability to design and optimise automated workflows and processes.
* Skilled in creating reports and analysing data to generate actionable insights.
* Excellent problem-solving skills and keen attention to detail.
* Clear communicator with the ability to train and support users of varying technical expertise.
* Strong project management and prioritisation abilities in a fast-paced environment.
* Adaptability to evolving business needs and technologies.
* Knowledge of marketing automation and CRM-driven sales processes.
* Commitment to continuous learning, staying current with HubSpot updates and industry trends.