CRM Specialist (HubSpot Optimisation Lead) - BREMPAF03

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. Strong analytical skills, comfortable with data, dashboards, reporting and deriving insights. Excellent stakeholder management skills. 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, identify gaps and improvement opportunities. Design and implement new workflows, automation rules, custom objects, and reports. Collaborate with teams to translate business requirements into CRM solutions. Ensure data integrity through cleaning protocols and duplication rules. Develop training materials and deliver training sessions on HubSpot best practices. Support user adoption and enforce process discipline. Set up and monitor key performance dashboards and provide insights to leadership. Stay current with HubSpot updates and recommend new tool integrations.