Marketing Automation Specialist

Key Responsibilities

• Own and Manage HubSpot CRM

  : Act as the primary HubSpot administrator, managing user access, permissions, data integrity, and platform optimization.

• Setup & Onboarding

  : Handle user provisioning/deprovisioning, and ensure smooth onboarding with proper workflows and training support.

• Workflow & Automation Management

  : Build and refine complex workflows, sequences, and automation across Marketing, Sales, and Service Hubs to streamline lead management and customer engagement.

• CRM Optimization

  : Audit existing setups, identify gaps, and optimize performance, structure, reporting, and automation processes.

• Cross-functional Collaboration

  : Work closely with internal teams (Marketing, Sales, Support, and Product) to gather requirements and develop solutions aligned with business goals.

• Dashboards & Reporting

  : Create custom dashboards and reports to track campaign performance, sales pipelines, and service metrics.

• Integration & API Management

  : Manage and optimize integrations with third-party tools like Talkdesk, Slack, databases, or analytics platforms.

• Process Documentation

  : Maintain clear and up-to-date documentation for workflows, configurations, and processes.

• Training & Support

  : Provide training to internal users and support adoption of best practices across the organization.

• Data Management

  : Ensure data hygiene, segmentation accuracy, and alignment with reporting needs.

• Stay Current

  : Monitor and implement HubSpot updates, beta features, and ecosystem improvements.

Requirements

• 3 to 5 years of

  hands-on experience

  managing and administering HubSpot CRM.
• Deep expertise across

  HubSpot Marketing Hub, Sales Hub, Operation Hub and Service Hub

  .
• Strong experience in

  workflow automation

  , lead scoring, pipeline management, and customer journey optimization.
• Familiarity with

  third-party integrations, APIs, and data flows

  .
• Excellent understanding of

  data segmentation, lifecycle stages, and CRM performance tracking

  .
• Proven ability to work independently and take ownership of HubSpot as a core platform.
• Strong communication skills to convert business requirements into CRM functionality.
• Experience with SQL, webhooks, or custom-coded workflows (preferred).
• HubSpot certifications (Marketing, Sales, Service Hub) are a

  strong plus

  .

Preferred Skills (Bonus)

• Experience working in a digital agency or SaaS environment.
• Understanding of customer journey mapping and growth funnel optimization.