CRM Specialist (HubSpot Optimisation Lead) - BREMPAF03

Proven experience 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. Strong analytical skills. Excellent stakeholder management. Strong communication and training skills. Experience in asset finance, or understanding of broker/loan-application flows (desirable). Knowledge of integrations (desirable).

Review current HubSpot implementation for gaps and improvements. Design and implement new workflows, automation rules, and custom objects. Collaborate with teams to translate business requirements into CRM solutions. Ensure data integrity through cleaning protocols and segmentation. Develop training materials and deliver training sessions. Support user adoption and enforce process discipline. Set up and monitor key performance dashboards. Provide insights to leadership. Stay current with HubSpot product updates and integrations.