CRM Marketing Specialist
Agital · United States · Yesterday
RemoteRemoteOTHRContract
About the role
This is a part-time, temporary contract role, with the potential for successful candidates to be considered for future full-time opportunities. This is a great opportunity for someone who has hands-on HubSpot experience, enjoys building clean systems, and is excited to help clients get more value from their CRM.
Responsibilities
- Build, maintain, and troubleshoot HubSpot workflows that support lead management, lifecycle stage progression, sales handoffs, customer onboarding, retention, and internal notifications.
- Configure and manage HubSpot properties, lists, forms, lead statuses, lifecycle stages, and segmentation logic.
- Maintain CRM data quality through regular audits, database hygiene, duplicate management, list cleanup, and process documentation.
- Create and manage MQL and SQL definitions, lead scoring models, lead qualification logic, and lead routing workflows.
- Support campaign launches by ensuring forms, lists, workflows, tracking, routing, and reporting are properly configured in HubSpot.
- Manage and troubleshoot HubSpot integrations with connected marketing, sales, analytics, and business development tools.
- Build and maintain HubSpot dashboards and reports related to lead generation, funnel performance, campaign activity, pipeline health, and customer engagement.
- Identify and resolve CRM setup, automation, data, reporting, and workflow issues that may impact marketing or sales performance.
- Document HubSpot processes, workflow logic, naming conventions, reporting definitions, and CRM best practices.
- Provide HubSpot guidance and technical support to internal teams and clients as needed.
- Stay up to date with HubSpot platform updates, CRM operations best practices, marketing automation trends, and integration capabilities.
Requirements
- 3+ years of hands-on HubSpot experience, preferably in a CRM operations, marketing operations, revenue operations, or technical marketing role.
- Strong experience building and troubleshooting complex HubSpot workflows.
- Experience managing CRM data quality, custom properties, lists, lifecycle stages, lead statuses, and segmentation logic.
- Experience configuring lead scoring, MQL/SQL definitions, lifecycle automation, and lead routing processes.
- Comfort working with HubSpot reporting, dashboards, attribution, and funnel performance data.
- Familiarity with HubSpot integrations and connected marketing, sales, analytics, or business development tools.
- Strong technical problem-solving skills and the ability to troubleshoot workflow, data, syncing, and reporting issues.
- Able to translate business needs into clear HubSpot requirements and execution plans.
- Strong attention to detail, organization, documentation, and follow-through.
- Excellent communication skills and a willingness to collaborate with both internal teams and clients.
Skills & Experience
- HubSpot Marketing Hub, Sales Hub, and/or Operations Hub certifications (preferred).
- Experience with HubSpot Operations Hub, data sync, custom properties, automation rules, and integration management (preferred).
- Experience supporting B2B marketing, sales, revenue operations, or client-facing agency teams (preferred).
- Basic understanding of APIs, webhooks, data syncing, or integration troubleshooting (preferred).
- Familiarity with CRM governance, attribution tracking, lifecycle reporting, and funnel management (preferred).
- Experience supporting sales handoff processes, pipeline reporting, and lead management workflows (preferred).
- Understanding of email marketing, segmentation, and customer journeys is helpful, but this is not an email strategy role (preferred).
- Experience documenting CRM processes, workflow logic, and internal best practices (preferred).