Key skills
SaaSCRMStakeholder ManagementCommunicationAccount ManagementSales
About this role
Role Overview
- Act as the firm’s HubSpot subject matter expert, owning day-to-day administration, configuration and optimisation of the platform.
- Design, maintain and improve reports, pipelines, workflows, automations, forms and dashboards aligned to firm processes.
- Work with the Business Development team to support lead management, client onboarding and account management workflows.
- Ensure high-quality data management, including data integrity, reporting accuracy and GDPR compliance.
- Develop and maintain management dashboards and KPIs to support decision-making and performance tracking.
- Support integration between HubSpot and other firm systems, working with internal IT and external suppliers where required.
- Provide training, guidance and documentation to users across the firm to drive adoption and best practice.
- Identify opportunities to streamline processes and improve the client experience through automation and improved CRM usage.
- Support change initiatives involving the CRM, including new features, process changes and system rollouts.
- Support user onboarding, training, and best practices.
- Stay up to date with HubSpot features and recommend improvements proactively.
Requirements
- Proven experience managing HubSpot CRM (Marketing Hub, Sales Hub, or Service Hub)
- Strong understanding of lifecycle management and CRM architecture, data models, and automation logic
- Strong understanding of sales pipelines, optimisation of leads and using data to optimise conversion
- Experience with workflows, custom properties, lists, and reporting
- Ability to translate business requirements into technical solutions
- Strong analytical mindset and attention to detail
- Excellent communication and stakeholder management skills
- Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, data modelling and data validation.
- Nice to Have: HubSpot certifications, Experience with Revenue Operations or CRM migrations, Knowledge of APIs, webhooks, or custom integrations, Experience in B2B / SaaS / high-growth environments.
Benefits
- 33 days holiday, including public holidays.
- Option to buy up to 5 holiday days a year.
- Private Healthcare.
- Death in service benefit.
- Access to our electric car scheme.
- Discounted gym memberships, access to retailer discounts, team socials and more!