CRM Project Manager
New
P
peopleworthCRM software
Workable workplace: remote; Workable locations: Cape Town, Western Cape, South Africa. Stellenbosch, Western Cape, South Africa. Paarl, Western Cape, South Africa. Durban, KwaZulu-Natal, South Africa. Johannesburg, Gauteng, South Africa. Pretoria, Gauteng, South AfricaContractManager
Salary not disclosed
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Job Details
- Experience
- Approximately 2 to 3 years of hands-on HubSpot experience
- Required Skills
- Project CoordinationHubSpot
Requirements
- Have approximately 2 to 3 years of hands-on HubSpot experience, ideally in a professional or client-facing environment.
- Build, edit, test, and troubleshoot HubSpot workflows and automations independently.
- Create and maintain HubSpot custom properties across contacts, companies, or deals.
- Have working knowledge of HubSpot Sales Hub and Marketing Hub.
- Have practical experience with HubSpot integrations or connected sales and marketing tools.
- Have experience coordinating CRM or systems-related projects, including requirements, tasks, timelines, dependencies, stakeholders, and delivery.
- Gather stakeholder requirements and translate them into system or process changes.
- Work with HubSpot reporting, dashboards, pipelines, users, teams, or permissions.
- Understand CRM data quality and governance and maintain accurate, consistent records.
- Explain HubSpot workflows, integrations, or CRM configurations personally built and implemented, including requirements, approach, testing, and outcomes.
- Demonstrate problem-solving skills when investigating unfamiliar CRM issues and communicate clearly with non-technical stakeholders.
Responsibilities
- Build, test, optimise, and troubleshoot HubSpot workflows and automation.
- Translate business and user requirements into practical CRM configurations and improvements.
- Coordinate CRM improvement projects from requirements gathering through testing, implementation, and follow-up.
- Configure and maintain pipelines, custom properties, forms, lists, segments, reports, dashboards, and other HubSpot functionality.
- Investigate workflow failures, integration issues, data inconsistencies, and recurring CRM problems.
- Support and maintain integrations between HubSpot and connected sales, marketing, and operational platforms.
- Test and validate HubSpot workflows, integrations, and configuration changes before implementation.
- Identify opportunities to improve automation, simplify processes, and strengthen CRM data quality.
- Work with stakeholders to understand pain points, clarify requirements, and implement CRM solutions.
- Manage competing CRM priorities, timelines, dependencies, and stakeholder updates; document configurations, processes, issues, testing, and decisions.
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