CRM Specialist, HubSpot Optimisation Lead

Job not on LinkedIn

November 21

Apply Now

Receive Emails with Similar Jobs

TransPerfect Music City Bowl

WebsiteLinkedInAll Job Openings

Sports • Media • B2C

TransPerfect Music City Bowl is an annual postseason college football game held in Nashville, Tennessee. It has a significant economic impact on the Nashville area, contributing $400 million to the community by attracting visitors during one of the city's slowest tourism weeks. The bowl has been a staple of the college football scene since 1998, garnering a national audience through televised coverage, reaching 95 million viewers over its history. It also supports collegiate athletics with financial payouts to participating universities.

11 - 50 employees

Founded 1998

⚽ Sports

📱 Media

👥 B2C

📋 Description

• Lead the optimisation, maintenance and strategic development of the HubSpot CRM platform ensuring the system supports sales, operations, broker workflows, marketing and data integrity. • Drive automation, improve process efficiency, enhance reporting and enable the business to scale. • Review the current HubSpot implementation: data structure, custom objects (if any), pipelines, workflows, email templates, reporting dashboards; identify gaps and improvement opportunities. • Design and implement new workflows, automation rules, custom objects and reports to support the broker team, admin support team and executive leadership. • Collaborate with marketing, sales, operations and recruitment teams to translate business requirements into CRM solutions. For example: automated lead hand-off, broker onboarding tasks, settlement follow-up tasks, client referral tracking etc. • Ensure data integrity: implement cleaning protocols, manage duplication rules, data hygiene, maintain robust segmentation, ensure consistent use across the business. • Develop training materials and deliver training sessions to internal users on best practices for HubSpot use. • Support user adoption and enforce process discipline. • Set up and monitor key performance dashboards: leads, applications, closing rates, outstanding documentation, time-to-convert, referral partner activity etc. • Provide insights to leadership. • Stay current with HubSpot product updates, integrations, and third-party tools, recommend and coordinate new tool integration where efficiencies can be gained.

🎯 Requirements

• Proven experience working as a CRM specialist with HubSpot in a sales/operations environment; strong skill in workflow automation, custom objects, reporting and dashboard design. • Good understanding of sales & operations processes (preferably within finance, brokerage or professional services) and how CRM supports them. • Strong analytical skills, comfortable with data, dashboards, reporting and deriving insights to drive business decisions. • Excellent stakeholder management: ability to work across departments and translate business needs into technical CRM solutions. • Strong communication and training skills: can onboard users, document processes, enforce adoption. • Desirable: Experience in asset finance, or an understanding of broker/loan-application flows. • Knowledge of integrations (for example email marketing, settlement/loan system integration, API usage).