CRM Strategist

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $80k - $95k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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Logo of SmartBug Media

SmartBug Media

201 - 500 employees

Founded 2007

📣 Marketing

🤝 B2B

💼 Consulting

💰 Private equity on 2020-03

Marketing • B2B • Consulting

SmartBug Media is a digital marketing agency that specializes in inbound marketing, content strategy, demand generation, and HubSpot-focused marketing automation and implementations. The firm helps companies grow by building content-driven campaigns, optimizing SEO and paid media, implementing and managing HubSpot CRM and marketing tools, and providing strategic consulting on go-to-market and lead generation. SmartBug primarily serves B2B clients and acts as a solutions partner for marketing technology and automation.

📋 Description

• Lead large-scale, high-complexity HubSpot implementation projects aligned with strategic and tactical business goals • Identify and recommend complementary services to expand scope; provide scoping, quotes, and implementation direction • Stay informed on industry trends and HubSpot’s competitive position • Translate client and internal strategies into HubSpot solutions supporting marketing, sales, customer success, and operational workflows • Configure HubSpot Marketing Hub, Sales Hub, Service Hub, Content Hub, Data Hub, and HubSpot AI • Own strategy and configuration of native integrations such as Salesforce, Microsoft Dynamics, and NetSuite, including sync rules, field mapping, and conflict resolution • Design data schemas, custom objects, and property mapping aligned with RevOps strategies • Build and optimize lead scoring, advanced attribution, and automated marketing-to-sales-to-service hand-off sequences • Build complex RevOps dashboards demonstrating ROI to stakeholders • Implement data governance, deduplication logic, and data hygiene standards • Lead AI strategy and implementation engagements, including AEO Readiness Audits, AI Strategy Playbooks, and HubSpot AI agent deployment and optimization • Train clients and internal teams on customized HubSpot instances and provide ongoing support and troubleshooting • Obtain HubSpot Trainer Certification and help onboard clients • Configure HubSpot instances from the ground up • Translate business requirements into scalable configurations supporting the full customer lifecycle • Conduct technical discovery and map current-state versus future-state processes • Identify technical bottlenecks in the revenue funnel • Guide and mentor CRM Specialists and support Marketing Strategists • Collaborate cross-functionally to align CRM solutions with broader business objectives • Champion knowledge sharing and process optimization • Monitor and manage project budgets and scope • Track and meet effective billing rate goals • Work with the internal SmartBug team to ensure quality client delivery • Create and follow processes that produce differentiated client results and quality

🎯 Requirements

• Bachelor’s degree in Marketing, Business Administration, Communications, Business, Information Systems, or a related field • Minimum 5 years of experience building complex solutions within the HubSpot platform • Proven experience with the HubSpot software suite and deep understanding of the HubSpot ecosystem • Ability to design systems around revenue-driving processes, including lead-to-cash, forecasting, and attribution • Deep understanding of native HubSpot integrations with external technology stacks and complex data syncs • Hands-on experience deploying HubSpot AI agents in production • Working knowledge of AEO, including how AI engines select and cite sources • Understanding of complementary technologies within the HubSpot ecosystem • Strong analytical ability to translate complex business challenges into automated technical solutions • Exceptional communication, presentation, and interpersonal skills • High level of organization, attention to detail, and ability to manage multiple priorities • Demonstrated ability to ensure high client satisfaction while adhering to SmartBug values • High level of integrity, work ethic, and professionalism; passion for client success • Experience working remotely in a similar role strongly preferred • HubSpot Trainer Certification: HubSpot Marketing Software, Sales Software, Service Hub, and Revenue Operations Certifications • Additional HubSpot certifications preferred, such as HubSpot Solutions Architect, Revenue Operations, or Marketing Hub Implementation • Experience in a HubSpot Partner agency environment preferred • Familiarity with CRM migration projects, data mapping, and clean data transfer from legacy systems preferred • Exposure to RevOps tools such as Gong, Outreach, Zapier, Clearbit, or ZoomInfo preferred • Experience with project management methodologies and tools such as Agile, Scrum, Teamwork, or Asana preferred • Ability to create technical documentation, including SOPs, data dictionaries, and system architecture diagrams preferred

🏖️ Benefits

• Fully remote work • Ongoing support and troubleshooting assistance • Training and professional development through HubSpot Trainer Certification • Client and internal team onboarding opportunities • Knowledge sharing and process optimization opportunities

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