Job Overview
A U.S.-based professional services firm operating within the legal industry is seeking a skilled CRM Specialist (HubSpot) to join its team. This is a full-time remote position, ideally suited for an individual who excels in optimising marketing and sales processes, enjoys working with data-driven systems, and possesses a strong background in HubSpot CRM management and marketing operations.
Core Responsibilities
- Configuring and maintaining HubSpot to guarantee accurate capture and tracking of all inbound leads.
- Managing integrations between HubSpot and external platforms such as advertising, analytics, and other software tools to ensure complete end-to-end tracking.
- Designing, testing, and refining automated workflows for lead nurturing, follow-ups, and client communications to deliver timely and relevant engagement.
- Developing and enhancing a lead scoring model to prioritise prospects effectively for intake and sales teams.
- Ensuring all HubSpot records remain clean, deduplicated, and current for consistent and reliable reporting.
- Monitoring each stage of the sales funnel—from inquiry to consultation to signed case—to identify inefficiencies and areas of lead loss.
- Promptly diagnosing and resolving CRM or automation issues to prevent lead leakage and maintain data accuracy.
- Producing clear, data-driven dashboards that provide leadership with insights into CAC, conversion rates, lead volume, and overall performance.
- Translating performance metrics into actionable insights and regular reports.
- Recommending improvements based on data trends to enhance funnel efficiency and conversion rates.
- Continuously improving CRM systems and processes to maximise operational efficiency and effectiveness.
- Collaborating with sales and marketing leadership to align workflows with broader operational objectives.
- Identifying and implementing system upgrades that increase automation and reduce manual workload.
- Training team members on HubSpot functionalities and offering ongoing support to enhance adoption and understanding of technical processes.
- Ensuring all CRM operations adhere to relevant data privacy regulations and the firm’s internal policies.
- Contributing to the creation and refinement of standard operating procedures (SOPs) related to marketing operations and HubSpot usage.
- Performing additional duties as required to support the firm’s overall marketing and sales initiatives.
Skills & Requirements
Required Qualifications:
- A bachelor’s degree in Marketing, Business, Data Analytics, or a related discipline, or equivalent relevant work experience.
- A minimum of three years’ experience in HubSpot administration and configuration.
- Demonstrated expertise in CRM data migration and system integrations.
- Strong proficiency in API integrations and the creation of automation workflows.
- Advanced skills in Excel or Google Sheets for data analysis and manipulation.
- Solid understanding of sales funnel management and lead scoring methodologies.
- Excellent command of written and verbal English communication.
Preferred Qualifications:
- HubSpot certification(s) demonstrating advanced platform knowledge.
- Experience with other CRM platforms (advantageous but not essential).
Required Skills & Tools:
- HubSpot CRM (advanced level)
- Marketing automation tools
- Data analytics and dashboard reporting
- Workflow and integration management
System Requirements:
- Internet speed of at least 20 Mbps
- Computer with a 2.4 GHz processor or higher
- 8 GB of RAM or higher
- Windows 10 or newer, or Mac OS X 10.10 or newer
- HD 720p webcam
- Headset with a microphone
Benefits
The position offers a range of professional and lifestyle benefits, including:
- Competitive pay rates reflective of experience and expertise.
- A company-provided U.S. phone number and business email address for seamless communication.
- Consistent working hours and stable pay, ensuring reliability and structure.
- The flexibility to work remotely from home or any preferred location.
- No commuting requirements, allowing for improved work–life balance.
- Long-term collaboration with the same clients, promoting strong professional relationships and continuity.
This opportunity is ideally suited for a detail-oriented, data-driven marketing operations professional with proven experience in HubSpot and a passion for process optimisation. The successful candidate will play a key role in enhancing business performance through efficient, high-impact systems—while enjoying the benefits of working remotely within a supportive and collaborative team environment.