Senior HubSpot CRM & Data Specialist

SUMMARY:
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POSITION INFO:

Who are we?
A fast-paced, innovation-driven company specialising in spend management. They develop cloud-based software that simplifies procurement processes for mid-sized companies, enabling them to manage, optimise, and analyse business spend effectively. With offices in Cape Town, South Africa, and USA, they serve clients worldwide across diverse industries.

Who are we looking for?
We are seeking a highly skilled HubSpot CRM & Data Specialist to manage, optimise, and enhance our HubSpot CRM. If you are experienced in data management, analysis, and supporting sales, customer success, and marketing through data-driven insights, we’d love to hear from you.

What will you do?

• Targeted Database Segmentation:
  Segment customer data for tailored campaigns and optimise data structures for seamless reporting.

• Data Management and Integrity:
  Maintain data quality through regular cleaning, deduplication, and validation.
  Manage data imports, exports, and updates to ensure accuracy.

• Insightful Data Analysis and Reporting:
  Create actionable insights and custom dashboards to track KPIs like acquisition, retention, and conversion rates.

• Revenue Operations Strategy:
  Support customer acquisition, retention, and expansion strategies.
  Develop dashboards to track metrics like sales pipeline, lead conversion, churn, and renewals.

• Data Integration and Compliance:
  Coordinate system integrations and ensure compliance with data regulations.

• Process Optimization and Documentation:
  Identify workflow improvements and document processes for efficient data handling.

• Collaborative CRM Support:
  Work with sales, marketing, and customer success teams to meet data needs and provide CRM support.
  Train users on best practices and enhance CRM functionality.

• Strategic Process Automation and Optimization:
  Identify automation opportunities to scale operations and improve efficiency.
  Conduct root cause analysis to address challenges effectively.

• Lead-to-Revenue Oversight:
  Oversee lead distribution and follow-up processes.
  Collaborate with sales leadership to provide tools, training, and insights for improved performance.

What do you need?

• 4–7 years of experience in HubSpot CRM management, marketing automation, and sales enablement.
• HubSpot certification (additional certifications are a plus).
• Proven experience in the B2B SaaS sector, particularly in the US market.
• Proficiency in setting up workflows, managing email sequences, and building custom reports in HubSpot.
• Experience with HubSpot integrations and troubleshooting data flow issues.
• Strong understanding of inbound marketing, sales funnels, and customer journey mapping.
• Excellent communication skills for collaboration and presenting insights.
• A focus on data integrity, analysis, and aligning revenue-related functions.

Benefits:

• Remote work and flexible hours.
• Opportunities for continuous learning and development.
• Company-provided IT equipment.

Location: This is a fully remote position with flexible hours, aligned to US time zones.