CRM Data Analyst and Administrator

You will be joining Smith + Howard as a HubSpot CRM Administrator, responsible for managing and optimizing the HubSpot CRM system. Smith + Howard, founded by Jim Howard and Joe Smith, is dedicated to providing tax, accounting, and advisory solutions to clients globally, with a focus on empowering businesses and individuals to achieve their financial goals. In Bengaluru, Smith + Howard Advisory LLC is leading innovation in the accounting industry by integrating CRM platforms and ensuring data integrity. Your main responsibilities will include serving as the primary administrator for HubSpot, configuring and customizing modules, managing user roles and permissions, and ensuring data quality through governance policies and data cleansing. You will also design and implement automated workflows, create custom properties, pipelines, reports, and dashboards, and maintain email sequences and automation rules for marketing campaigns. Additionally, you will build and manage dashboards, reports, and data visualizations to provide insights on sales performance, lead conversion, and customer engagement. You will provide technical support, conduct training sessions, and stay updated on HubSpot updates and best practices. Furthermore, you will support the consolidation of three separate CRM systems into HubSpot, working with internal stakeholders and external vendors to define integration requirements and migration strategies. To qualify for this role, you should have 3-6 years of experience in HubSpot CRM or a similar CRM administration role, proficiency in CRM data management and analytics, strong analytical and problem-solving skills, and excellent communication and interpersonal skills. Preferred skills include HubSpot certifications, a bachelor's degree in a related field, and familiarity with customer journey mapping and sales process optimization. This position is located in Bengaluru, with in-office work as per company policy, and requires flexibility to collaborate with global teams. By joining Smith + Howard, you will have the opportunity to work in a dynamic, fast-growing company with a strong CRM strategy, shape sales and marketing processes, work on cutting-edge CRM projects, and access career growth opportunities with learning and development support.,